Playbook HQ / Form fill flagged by leadership

When someone fills out a form and enters a marketing nurture flow, it signals interest. 

This is an opportunity to trigger personalized outreach from a senior team member, such as a VP or Director, giving a human touch early in the process.

Signals flagged for leadership show that the lead is high-potential and worth attention from senior stakeholders.

Engaging promptly helps build trust, shows attentiveness, and increases the chances of conversion.

• A VP notices a lead filled out a product interest form and sends a personalized email referencing their specific need.
• Follow up with a LinkedIn message offering to answer questions or share relevant resources.
• Trigger an automated multi-channel sequence that keeps the conversation warm without overwhelming the prospect.

See how Duo Copilot can detect Form Fill Signals from your CRM and trigger personalized outreach automatically.