- Prosyo Docs
- Playbooks
- Playbook: Website visitors to meetings
On this page
| At a glance | |
|---|---|
| Best for | SaaS and services with website traffic |
| Goal | Meetings from warm companies |
| Channels | |
| Plan | Any (visitor limits vary) |
| Setup time | About 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#
| # | Step | Copy |
|---|---|---|
| 1 | Visit profile | — |
| 2 | Connection request | (no note) |
| 3 | If accepted (wait 5 days) → end if not | — |
| 4 | LinkedIn message | Thanks 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? |
| 5 | Delay 72 hours | — |
| 6 | LinkedIn message | Happy 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#
| Signal | Priority | Action |
|---|---|---|
| Visited pricing or demo page | High | Start outreach this week |
| 3+ visits in 7 days | High | Reach 2–3 people at the company |
| Read a case study for their industry | Medium | Mention a similar customer |
| Single blog visit | Low | Add to a nurture list only |
Automate it#
- Review Intent every Monday and add fitting companies' decision makers to "Intent – this week".
- Enroll the list in the soft sequence above.
- 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.
