---
title: "Turn Intent into Conversations: A Follow-up Playbook"
description: "Turn buying signals into conversations: check your ideal customer, switch on signals, run an Intent-led campaign, review each morning, then use Autopilot."
url: "https://prosyo.com/docs/playbooks/intent-to-meetings/"
image: "https://prosyo.com/wp-content/uploads/2026/10/Prosyo-wordmark-white-vector.svg"
language: "es"
---

# Turn Intent into Conversations: A Follow-up Playbook

1. [Prosyo Docs](https://prosyo.com/es/docs/)
2. [Playbooks](https://prosyo.com/es/docs/playbooks/)
3. Playbook: Turn Intent into conversations

Last updated November 6, 2026 3 min read

**On this page**

- 1. Check your ideal customer
- 2. Switch on your signals
- 3. Create an Intent-led campaign
- 4. Review each morning
- 5. Learn what works, then switch on Autopilot
- Make it a daily habit

Let Intent find the people who are ready to talk, research them, and add them to a campaign with a message built from what they actually did. You approve each person until you trust the routine, then let it run on Autopilot.

| At a glance | |
| --- | --- |
| **Best for** | Teams whose buyers ask for help on LinkedIn, reach out to them, or fill in forms on their website |
| **Goal** | Relevant conversations that can lead to meetings |
| **Channels** | Your connected LinkedIn and email accounts |
| **Plan** | Any plan. Your included Intent people are free; research costs 10 credits a person |
| **Website needed** | No |

## 1. Check your ideal customer#

Open **Settings → Workspace → Ideal customer** and check the rules Prosyo filled in from your ICP. If there are none yet, describe who you sell to and choose **Fill in the rules for me**. Check the roles, industries, company sizes and locations, then save.

Prosyo uses these rules to score every person's fit and to decide who gets your plan's included Intent people each day. See [Define your ICP](https://prosyo.com/es/docs/prospects/define-your-icp/).

## 2. Switch on your signals#

In **Intent**, check that **LinkedIn signals** are on and install the code from **Website**. LinkedIn accounts connected by an owner or admin are watched automatically; teammates switch on their own account in **LinkedIn signals**.

A website is optional. The LinkedIn searches from **What you sell**, your posts, connection requests and job changes are enough to start. See [Intent](https://prosyo.com/es/docs/prospects/intent/) for setup.

## 3. Create an Intent-led campaign#

Choose **Campaigns → New campaign → Intent-led**. Pick the signals that matter (for example people asking for what you sell, messages sent to you first, form fills) and the ready-made messages. Or open **Intent → Automations → Playbooks** and start one from a template. Review the messages.

Every step already uses the research lines with fallbacks, so each message is personal and never shows an empty gap. If research isn't ready when a step is due, the step sends its fallback text. To wait for the research instead, or to let messages quote what someone asked for in a public post, switch on **Wait for research before sending** or **Mention their public post** under the campaign's **Sending & safety → Intent and research**. Both start off. See [Intent-led campaigns](https://prosyo.com/es/docs/campaigns/intent-led-campaigns/).

## 4. Review each morning#

1. Open **Intent → Today**: read what each person wrote, edit the drafted first message if you like, and choose **Send**. Mark anyone who isn't a buyer **Not relevant** so the searches improve.
2. Open **Intent → Automations → Review** (or the morning email) for people your playbooks found.
3. **Approve** the people you want (the button shows the credits it uses). When the research is ready, click **Review message**, read it and click **Send to campaign**.

Read **Why now** before you approve: each signal with its source and date. Someone asking for what you sell, or messaging you first, is a clearer reason to reach out than a single post reaction (reactions never make anyone Warm on their own). A company found from a website visit isn't the person who visited, so use **Find buyers** to pick someone in your buyer roles there and research them first.

Form fills and sign-ups typed on your website always wait for you to check them, even on Autopilot, because anyone can type any email into a form.

## 5. Learn what works, then switch on Autopilot#

After a few weeks, check **Results** to see which signals and playbooks bring meetings. Switch the best ones to **Autopilot** (owners and admins can do this). Each playbook keeps its daily research limit and monthly credit budget, and pauses itself when either runs out.

People who asked not to be contacted, customers, people already in a campaign and people you're talking to are always skipped.

## Make it a daily habit#

1. Answer open questions in Inbox.
2. Open **Intent → Today**, then **Automations → Review**.
3. Approve the people where the signal and fit give you a real reason to write.
4. Update stages after real conversations.

Related: [Define your ICP](https://prosyo.com/es/docs/prospects/define-your-icp/) · [Reply templates](https://prosyo.com/es/docs/inbox/reply-templates/) · [AI credits](https://prosyo.com/es/docs/ai/credits/)

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## Related guides

[Job-change outreach Reach buyers in their first 90 days in a new role. Build the list with Sales Navigator and send a congratulate, help, soft-close sequence.](https://prosyo.com/es/docs/playbooks/job-change-outreach/) [Hiring-signal outreach Use job posts as buying signals: find companies hiring for the problem you solve and reach the hiring manager with a relevant sequence.](https://prosyo.com/es/docs/playbooks/hiring-signal-outreach/) [Intent: find your next conversation See who is ready to talk: buying signals from your website, LinkedIn and inbox, ranked by fit to your ideal customer, with research, playbooks and credits.](https://prosyo.com/es/docs/prospects/intent/) [Intent-led campaigns Create a campaign that fills itself with people who show the buying signals you choose and fit your ideal customer, each researched before the first message.](https://prosyo.com/es/docs/campaigns/intent-led-campaigns/)