Playbooks

Playbook: Website visitors to meetings

Turn companies that visit your website into warm LinkedIn and email conversations with a soft, non-creepy intent sequence.

On this page
At a glance
Best forSaaS and services with website traffic
GoalMeetings from warm companies
ChannelsLinkedIn
PlanAny (visitor limits vary)
Setup timeAbout 30 minutes

1. Install tracking#

Add the Prosyo tracking script to your site. See Intent: website visitors.

2. Review visitors every morning#

In Prospects → Intent, look for companies that:

  • match your ICP,
  • viewed high-intent pages like pricing, demo, integrations or case studies,
  • came back more than once.

3. Find the right people#

For each good company, add 2–3 people with matching titles to a list called "Intent – this week".

4. Run a soft sequence#

#StepCopy
1Visit profile
2Connection request(no note)
3If accepted (wait 5 days) → end if not
4LinkedIn messageThanks for connecting, {{first_name|there}}. We work with a few teams like {{company_name|yours}} on [problem]. Is that something on your radar this quarter?
5Delay 72 hours
6LinkedIn messageHappy to share how [similar customer] handled it, if useful. No pitch.
Important

Never write "I saw you visited our website." Talk about the problem they're likely researching instead.

5. Measure#

Compare reply rates in Reports between your intent list and your cold lists. Intent lists usually reply noticeably more often.

Upgrade

Seeing more companies than your plan identifies? Multichannel covers 100 visitors a month, and Agency / Team scales with seats. See plans.

Prioritise visitors by intent#

SignalPriorityAction
Visited pricing or demo pageHighStart outreach this week
3+ visits in 7 daysHighReach 2–3 people at the company
Read a case study for their industryMediumMention a similar customer
Single blog visitLowAdd to a nurture list only

Automate it#

  1. Review Intent every Monday and add fitting companies' decision makers to "Intent – this week".
  2. Enroll the list in the soft sequence above.
  3. Send replies to Slack so sales follows up fast. See Slack.

Common mistakes#

  • Mentioning the website visit. Talk about the problem instead.
  • Reaching out to everyone who visits. Filter by ICP fit first.
  • Waiting too long. Interest fades within days.

Tools used in this playbook#

Intent · Enterprise ABM · SaaS GTM · Plans and pricing