10 recipes written for B2B SaaS, each written out in the same seven boxes. The patterns they compose most often: third-party data overlay with provenance tracking, household or account-level resolution and intent signal aggregation.
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Group users by when they signed up or first acted, then watch each group's engagement curve, so a quiet quarter doesn't disguise a real shift in who is sticking
Advance the onboarding sequence on what the user actually did in the product, not on a fixed timer that ignores their progress
Enrich the submission with company size, industry, and role at the moment the form lands, so routing and personalization work on the enriched record rather than on what the prospect typed
Identify the company behind anonymous visitors via reverse IP lookup, with the honest handling of the false-positive rate that decides which use cases the match is good enough for
Activate the target account list with one identity resolution and one exclusion list across paid display, paid social, direct mail, and BDR outreach, so the same account stops getting contradictory treatment
Show account-relevant content to known and reverse-IP-identified B2B visitors, with explicit handling of the wrong-match case
Aggregate the signals from every contact in the account into one account score, because the buying committee is buying together and scoring leads in isolation misses the picture that matters
Resolve individual visitors to the account they belong to, so the buying committee shows up as one account rather than scattered anonymous leads
Lead transitions from marketing to sales with the full intent context attached, account-aware rather than lead-isolated
Fire a sales-owned outreach when the product-usage pattern signals real buying intent, with the orchestration between product analytics, CRM, and sales-engagement that keeps the message credible