Correlates signals across email, LinkedIn, and web to trigger the right next action at the right moment on the right channel.
Tool-interchange map · every layer is swappable
What it does
A prospect opens your email, visits the pricing page, and views your LinkedIn profile in the same week. Three separate signals, three separate systems. This template correlates them into one engagement score and fires the right next action on the right channel at the right moment.
HubSpot holds the correlation layer. Claude decides the next action from a defined menu: LinkedIn DM, email follow-up, Slack ping to the account owner, or hold. Expandi or Smartlead executes the delivery.
The prospect never gets a generic follow-up. Every touch references a real signal.
Default tool stack
Sample prompts
Time + scope
2 to 3 days
To ship
Fixed
Pricing model
Included
Source JSON
14 days
Tweak window
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Book a call. I review your stack, confirm the fit, and we start the same week.