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)
Identify ICP (Ideal Customer Profile)
e.g., Mid-sized Manufacturing Firms, using legacy ERP, looking for “workflow automation” and “RPA tools.”
Map Intent Keywords Being Searched
- “automation software for SMBs”
- “workflow tools comparison”
- “Zapier alternatives”
- “business process automation ROI”
- “robotic process automation for banks”
Surge Detection
Track which domains (companies) are seeing a spike in interest for these keywords.
Match to Decision-Makers
- VP of Operations
- Head of Digital Transformation
- IT Automation Managers
- CIO, CTO
Deploy Multichannel Campaigns
Email + LinkedIn + WhatsApp + Programmatic Ads + Calls + Retargeting
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:

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
Marketing Automation Client
- Target: Mid-sized SaaS
- Campaign: Email + LinkedIn + Display Ads
- Results:
- 2,000 MQLs in 180 days
- 40 SQLs
RPA Platform:
- 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
ROI Calculator Templates (Customized by vertical)
30-Day Campaign Builder
Intent Dashboard Access
API access to contact data + CRM sync
Sample Weekly Cadence (7-Touch Multichannel Playbook)
Day | Channel | Message Type |
Day 1 | Hyper-personalized intro | |
Day 2 | Connection + DM | |
Day 4 | Resource share | |
Day 6 | Retargeting | Ad Case study |
Day 8 | BDR | Call Qualification |
Day 10 | Testimonial-based | |
Day 12 | Gift (Tier-1) | Booklet/ROI planner |
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 | Introduction & Intent Hook | Use personalization based on keyword | |
Day 2 | 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 | Case Study | Personalized by industry | |
Day 5 | 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 | 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
Cold Email Template
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]
LinkedIn DM Template
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.
BDR Call Script
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].
Display Ad Template (Retargeting)
Header: Ready to Automate?
Subtext: Compare the top 5 [automation tool] platforms
CTA: Download the 3-Minute Guide