Growth Solutions for Automation Software Firms

Hyper-Personalized Outreach Using Intent Insights & Active Audience Targeting

In today’s digital-first ecosystem, automation software firms are on the cutting edge of business transformation. However, marketing automation software to the right decision-makers at the right time is a complex challenge—until now

LakeB2B’s Intent-Driven Growth Solutions are engineered to put your software in front of ready-to-buy prospects actively searching for your automation keywords. By combining high-intent signals, real-time firmographic filters, and multichannel engagement at scale, LakeB2B unlocks exponential lead generation and pipeline growth.

Why Automation Software Firms Need Active Intent-Driven Growth Engines

The Automation Gold Rush

With global automation software markets expected to hit $265+ billion by 2030, competition is fierce. Whether you’re in:

  • Business Process Automation (BPA)
  • Marketing Automation
  • Workflow/Operations Automation
  • RPA (Robotic Process Automation)
  • Sales Enablement Platforms

you need to act faster, target smarter, and personalize deeper.

Introducing: LakeB2B ActiveAudience for Automation Firms

ActiveAudience is our proprietary platform that tracks real-time intent signals and maps them to a ready-to-deploy multichannel marketing strategy. Powered by:

  • 735M+ contact records across 190+ countries
  • 5,000+ intent topics
  • 17,000+ firmographic and technographic filters
  • Proprietary domain-level surges matched to buyer personas

How It Works (Simplified Workflow)

Top Intent Keywords for Automation Software (2024–2025)

Buyer Search Examples
Category Keywords Searched Buyer Intent
RPA “UiPath vs Automation Anywhere” Vendor Comparison
Workflow “best BPM tools for insurance” Solution Research
Marketing Automation “email automation tools for startups” Budget Allocation
ERP Integration “ERP automation tools” Integration Strategy
SMB Focus “low-code automation tools for SMBs” Cost-Conscious Search

Multichannel Campaign Playbook for Automation Firms

Here’s how LakeB2B activates your growth using 5 multi-touch channels:

Understanding the Target Audience

Example:

Subject: [Name], saw your team exploring RPA—here’s how {AutomationX} outpaces {UiPath}

Body: Hi [First Name], Our intent signals showed your operations team researching “process automation tools.” Companies in [Industry] using [CRM/ERP] saw 37% faster workflows using {YourTool}. Want to see it?

CTA: Book a 15-min automation impact walkthrough.

Campaign:

  • Message #1: “Hey [Name], I noticed your team is exploring BPA. We help [Competitor Company] cut ops costs by 40%.”
  • Retargeting Ad: “Don’t just automate. Accelerate. Watch the 2-min demo.”

Playbook:

  • Call script matched to keyword surge:

“Hi [Name], saw your firm researching automation tools. We support [CRM/ERP] integrations and would love to show how your ops team can go 10x faster.”

Example:

“You’re building the future. Let us automate your today.” Gift: Productivity Planner + QR code to your case study.

“Hi [Name], just sharing that automation case study you were looking for. Ping me if you’d like the ROI calculator.”

Industry-Based Personalization Examples

Industry Sample Message
FinTech “98% of FinTech firms automate compliance. Are you ready for hyper-automation?”
Manufacturing “Is your legacy ERP slowing you down? Discover how [Tool] adds automation over it.”
Healthcare “We automate everything except care. Streamline operations while staying compliant.”
Education “From admissions to alumni relations—automate it all with [YourTool].”

Real Results: Case Studies

  • Target: Mid-sized SaaS
  • Campaign: Email + LinkedIn + Display Ads
  • Results:
    • 2,000 MQLs in 180 days
    • 40 SQLs
  • Target: Logistics & Warehousing
  • Keywords: “automation for warehouse”, “rpa for logistics”
  • Campaign: Cold email + Gifting + WhatsApp re-engagement
  • Outcome:
    • 15 closed deals
    • $1.2M in ARR pipeline in 90 days

Campaign Architecture: From Keyword to Close

  • Keyword Surge Detection →
  • Account Mapping →
  • Persona & Role-Based Email Cadence →
  • LinkedIn Engagement + Ad Retargeting →
  • Re-engagement Sequences via SMS/WhatsApp →
  • BDR Calls with Custom Scripts →
  • MQL → SQL → Demo → Close

Bonus Tools for Automation Software Firms by LakeB2B

Sample Weekly Cadence (7-Touch Multichannel Playbook)

Day Channel Message Type
Day 1 Email Hyper-personalized intro
Day 2 LinkedIn Connection + DM
Day 4 WhatsApp Resource share
Day 6 Retargeting Ad Case study
Day 8 BDR Call Qualification
Day 10 Email Testimonial-based
Day 12 Gift (Tier-1) Booklet/ROI planner
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What Makes LakeB2B Different?

Feature LakeB2B Other Platforms
810M Global Records
17K Filters (Tech, Role, Rev)
Custom Keyword Surge Targeting
Fully Managed Campaign Partial
Email + Ad + Phone + Social Email-Only

Let’s Talk Growth. Fast.

Want to:

  • Double your demo bookings?
  • Book more meetings from fewer emails?
  • Target only those showing buyer intent?

Let LakeB2B fuel your automation software sales engine.

Schedule your personalized growth audit: 

Sample Keyword List by Funnel Stage

Funnel Stage Intent Keywords Search Context Strategy
Top of Funnel (TOFU) Awareness & education Content campaigns, blog promotions, eBooks Content campaigns, blog promotions, eBooks
Middle of Funnel (MOFU) “RPA software comparison”, “Zapier vs Make vs Tray.io”, “tools that integrate with Salesforce” Evaluation of options Case studies, ROI calculators, competitor comparisons
Bottom of Funnel (BOFU) “buy automation software”, “pricing of automation platforms”, “best RPA tool for finance industry” Purchase-readiness Demo offers, limited-time discounts, testimonials

Persona Profiles with Messaging Hooks

Persona Job Title(s) Priorities Messaging Hooks
Operations Director Director of Ops, VP Ops Efficiency, productivity, process streamlining “Automate 80% of your back office in 60 days.”
IT Manager IT Manager, VP IT, Automation Lead Integration, tech stack alignment, security “Works seamlessly with your existing ERP and CRM.”
Marketing Head VP Marketing, CMO Lead gen, customer journey, campaign automation “Generate 40% more leads without hiring more marketers.”
Finance Controller CFO, Finance Manager Cost savings, compliance, reporting “Automate monthly reports and reduce errorby 90%.”
Founder/CEO (SMB) CEO, Founder Growth, scalability, competitive edge “Focus on growth. Let us automate the rest.”

Channel Cadence Builder Toolkit

Example 10-Day Multichannel Cadence:

Day Channel Action Asset
Day 1 Email Introduction & Intent Hook Use personalization based on keyword
Day 2 LinkedIn Connect & Message “Saw you exploring [Topic]—we’ve helped firms like yours.”
Day 3 Display Ads Retargeting based on email opens Carousel with 3 value props
Day 4 Email Case Study Personalized by industry
Day 5 WhatsApp Soft Ping “Hey [Name], shared that RPA case study here too.”
Day 6 BDR Call Qualify + Confirm Interest Script aligned with keyword searched
Day 8 Retargeting ROI Calculator or Webinar Invite Interactive
Day 9 Email Client Testimonial Industry-specific/td>
Day 10 Direct Mail or Digital Gift Planner + Demo Link For Tier-1 accounts only

Note: Sequence repeats with adjusted messaging if no reply.

Segmented Industry Messaging Matrix

Industry Pains Hook CTA
Manufacturing Manual ERP inputs, inefficient supply chain “Automate production reports, reduce planning time by 45%” Watch 2-min automation demo
Healthcare Claims processing, compliance overload “HIPAA-compliant automation for operations & admin” Download health case study
Finance Audit prep, reporting, reconciliation “Automate financial workflows—reduce errors by 90%” ROI calculator
eCommerce Order processing, returns, logistics “Sync orders, automate fulfillment, grow without chaos” Schedule 15-mindemo
EdTech Enrollment, student engagement, support “From lead to learning—automate student onboarding” Explore automation funnel
Legal & Compliance Contract processing, document tracking “Reduce legal doc turnaround from 4 days to 4 hours”/td> Access playbook

ABM (Account-Based Marketing) Templates

Subject: [First Name], saw your team exploring [Intent Topic]

Body:

Hi [Name],

We noticed your team at [Company] showed interest in “[Keyword]” recently. We help companies using [CRM/ERP] automate [pain point], reducing [business KPI] by [xx]%.

Let’s explore if this fits your roadmap.

🔗 [Demo link]

– [Your Name]

Hi [Name],

Came across your team researching [automation topic]. We recently helped [Similar Company] automate their [workflow], saving over [xx] hours/month.

Happy to share insights if you’re exploring options.

Hi [Name],

I’m calling from [Your Firm]—we specialize in automation software tailored for companies like [Company].

We noticed your team researching “[Intent Keyword]” and wanted to share how we’ve supported others using [Tech Stack].

Header: Ready to Automate?

Subtext: Compare the top 5 [automation tool] platforms

CTA: Download the 3-Minute Guide