Table of contents
applicable Roles
RevOps
Demand Generation
Growth Marketing
Marketing Ops
Demand Generation
Growth Marketing
Marketing Ops
Contacts to Opportunity Analysis
Uncover the most common engagement paths that drive contacts to become Opportunities.
Prompt
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Petavue, for every contact that converted to an opportunity in the last 180 days:
1. Touchpoint Sequence:
- Extract up to the first five GTM touchpoints, from initial interaction through opportunity creation, in chronological order.
2. Touchpoint Details:
- For each touchpoint, report:
- Type (e.g., Web Visit, Ad Click, Email Click, SDR Email)
- Days Since First Touch
3. Journey Clusters:
- Group similar touchpoint sequences into the top five most common paths (e.g., “Ad Click → Web Visit → SDR Email”) and show how many contacts followed each.
Ensure touchpoints are deduplicated and correctly ordered.
Follow-up Prompts
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Based on the top 5 pre-Opp GTM paths identified (e.g., "Ad Click → Web Visit → SDR Email"), recommend one high-impact next action per path to accelerate pipeline velocity or replicate success.
For each path, suggest:
- A target segment or list of contacts to act on (via Clay, HubSpot, or Salesforce)
- A recommended message or content to send (via Email, Outreach, or Slack)
- A tactical action (e.g., sequence enrollment, Slack notification to rep, HubSpot workflow trigger)
Action Prompt
What This Prompt Does
This prompt analyzes the engagement sequences that lead contacts to become opportunities. It traces up to five touchpoints from initial interaction to opportunity creation, then clusters those into the most common GTM paths, such as ad clicks followed by web visits and SDR emails. By identifying which multi-step journeys consistently lead to conversion, this prompt helps teams understand how marketing and sales efforts combine to drive pipeline and which sequences are worth scaling.
Strategic Impact
Understanding the paths that lead to opportunity creation helps GTM teams focus on what works. This prompt improves collaboration between Marketing and Sales by revealing which combinations of outreach, content, and timing drive buyer momentum.
Business outcomes:
→ Increases pipeline volume by reinforcing high-performing engagement sequences
→ Reduces CAC by cutting ineffective or disjointed GTM activities
→ Enables more personalized and timely follow-ups based on real journey data
→ Improves targeting and campaign design using repeatable, data-backed paths