LinkedIn automation, run for you
Five Claude agents for B2B teams handling complex, multi-stakeholder deals. Each agent covers a specific part of the buyer journey: lead qualification, account research, client onboarding, competitive intelligence, and proposal generation.
Section 1What B2B Agents Are and the Five Types Worth Building
A B2B agent handles a specific part of the buyer journey autonomously — lead qualification, account research, client onboarding, competitive intelligence, or proposal generation. This page covers what B2B agents are, why they matter for teams selling complex deals, and the five agent types in this playbook.
Why B2B is different from GTM and RevOps
B2B deals are long, multi-stakeholder, and context-heavy
The five B2B agent types in this playbook
Lead qualification, account research, client onboarding, competitive intelligence, proposal generation
Section 2The Lead Qualification Agent: AI Scoring and Automatic Routing
The lead qualification agent connects Claude, GPT-4, or Gemini to your lead data, scores each lead against your ICP, and routes high-priority leads to Slack and premium sequences automatically. No manual qualification step.
How it works: three stages
Trigger, score, route. All three stages run automatically.
Building it with the n8n-workflow-builder skill
Describe the workflow in plain language. Get exportable JSON. Import into n8n.
Section 3The Account Research Agent: Deep Intel Before Every Sales Interaction
The account research agent produces deep intelligence on any target account before a sales interaction. Company overview, stakeholder mapping, tech stack signals, and angle recommendations. Takes under 5 minutes. Manual equivalent takes 45-60 minutes.
What the account research agent produces
Six sections. Every one relevant to the specific deal.
How to run it
Paste a company name, domain, or LinkedIn URL. Specify the angle priority. Get the brief.
Section 4The Client Onboarding Agent: From Signed Contract to Ready-to-Start in 2 Minutes
The client onboarding agent automates the full onboarding workflow: folder creation, brief ingestion, Linear project setup, Slack notification, and brief-populated template generation. What used to take 45 minutes now takes under 2 minutes.
What the onboarding agent does
Five automated steps from signed contract to ready-to-start project
Building and deploying it
Explore-Plan-Code-Commit. Test on a sample client before deploying.
Section 5The Competitive Intelligence and Proposal Generation Agents
The competitive intelligence agent monitors competitors, maps the landscape, produces battlecards, and generates win/loss interview frameworks. Four skills from the GTM Agents marketplace. Run continuously for ongoing competitive monitoring or on-demand for specific deal preparation.
The four competitive intelligence skills
Landscape mapping, battlecard development, win/loss frameworks, competitor monitoring
The proposal generation agent
Reads the account brief. Generates a structured proposal in under 5 minutes.
AI Driven, Personalized Outreach on LinkedIn: Prosp 💜