The Influ2 MCP Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Intro
Use case 1: Build and launch an ABM program
Use case 2: Optimize your ABM advertising strategy
Use case 3: Analyze program impact on revenue
Use case 4: Help Sales prep and prioritize outreach
Appendix: MCP 101
Use case 1
Build and launch an ABM program with AI
How long does it usually take to go from an idea to an actual live ABM program?
Depending on the complexity of the program and your level of GTM alignment, it usually means building an audience, mapping out a journey with a set of rules, and creating a bunch of assets. And all this usually happens across multiple tools and at least two people's calendars.
With Influ2’s MCP, you can do it in one workflow (well, maybe two — you'll still want to talk to your designer about those ad creatives). But most of the manual work is taken care of by AI. Simply describe—in plain language—who you want to target and how you want to engage them, and your AI tool builds the program.
Three building blocks of a contact-level ABM program
Every program comes down to the same three questions: who, when, and what — who you want to target, what content you want to show them, and when the best time is to show it.
Audience
This is contact-level from the start, not account-level with a title filter bolted on. Describe the role, seniority, or account criteria for the specific people you want to target, and your AI tool builds the audience from fields synced into Influ2 from your CRM. In Influ2, the audience is called a cohort.
Orchestration
Programs shouldn't run on a fixed clock alone. Influ2 lets you set logic for how (and when) to move individuals through each step in their unique buying journey—based on intent signals, ad engagement, CRM data, and more. This way, the program adjusts itself for each contact automatically. In Influ2, this is called a journey.
Content
Most stages in the journey will have an ad creative assigned to it. MCP allows you to pull creatives from what you already have — either from existing campaigns or fresh ones you’ve uploaded beforehand.
Here's how each plays out across three program types — pipeline generation, pipeline progression, and upsell — with prompts you can adapt or use as-is.
Some of these prompts rely on CRM data to identify accounts with open deals, filter by owner or pipeline stage, and more. Connect your CRM to your AI tool to build audiences and journeys using live pipeline criteria.
Pipeline generation
Create net-new demand, before anyone's in an opportunity.
Audience
Build a cohort of contacts with [define your criteria: e.g. persona type, title, industry]. Exclude anyone at an account with an open opportunity. Show me the audience size and account count before we move on.
Journey
Build a simple two-stage journey.
Start everyone in an ‘Awareness’ stage, where they’ll see a top of funnel ad. Once an individual sees that ad 15 times, move them to Step 2 and switch the ad to a case study.
Once a contact shows interest in [Topic], move them to a new stage titled ‘Sales Ready’. In this stage, show an AE intro ad and enroll the contact in an outreach sequence assigned to their owner.
Content
"For Awareness: show our best-performing TOFU creative from the last 90 days. Use our [Ad name] case study ad for step 2.
For the Sales Ready stage, use our [Ad name] AE intro ad."
Pipeline progression
Provide air cover for sales to accelerate an opportunity that's already open.
Audience
Build a cohort of every contact at an account with an open opportunity owned by [Sales rep], across every active pipeline stage.
Journey
"Build a four-stage journey tied to the deal's opportunity stage:
- Early Pipeline includes [Deal stages Scheduled, Discovery, and Qualify/Demo] — show an ROI-focused ad.
- Late Pipeline includes [Deal stages Validate, Proposal, and Negotiation] — show a case study and pricing-comparison ad. Notify the sales team the moment anyone here engages.
- If the opportunity changes to On Hold, drop to a lighter monthly check-in ad.
- If the opportunity changes to Closed Won, remove the buying group from the program."
Content
For Early Pipeline, use our [Ad name] ROI-focused ad. For Late Pipeline, use our [Ad name] case study and [Ad name] pricing-comparison. For the On Hold check-ins, use our [Ad name] nurture ad.
Upsell
Help expand or renew an existing customer account.
Audience
Build a cohort of contacts with [Program Role as Primary POC, Executive Champion, or Decision Maker], at active Customer accounts with a [Green or Yellow Last CSM Sentiment]. Exclude contacts from accounts market churned or with an open opportunity in the final contract stage.
Note: A cohort leverages your unique CRM data. Fields named above (e.g. Program Role, Last CSM Sentiment) are examples. Adapt the idea for your own segments.
Journey
Build a three-stage journey:
- Start everyone in Announcement with a feature-focused ad.
- Move a contact to Interested the moment they click, or show interest in the [Topic: ABM Platforms & Software]. Show a case study ad there.
- Move them to Ready for Outreach once they've clicked the case study ad, then notify Sales so the account owner can follow up directly.
Content
Use our [Ad name] new feature announcement ad for Announcement, and our [Ad name] case study for Interested.
Launch — making it live
Pushing your ABM program live is one step, and MCP keeps you in control of it. Every program your AI tool builds is created as a paused draft first — nothing runs and no usage is spent until you review it and say go.
Send me a summary of the audience (contact count, titles, number of accounts) and journey, then launch the program once I confirm everything looks good.
Every step above still relies on your judgment: you approve the audience, you approve the content, you approve the launch. What disappears is the busywork in between — manual list pulls, re-checking, tab-switching.
Appendix: Prompts for launching common ABM initiatives
Event participation — turn a registrant list into a nurture sequence before the event starts.
Create a program targeting all registrants for [Event Name]. Journey: an event reminder ad first, then a 'see you there' email sequence from their SDR for anyone who clicks it.
Gift giving — turn recent renewals into a timely thank you sequence and gift.
Build a program for [Contact role: primary decision makers] on accounts that renewed in the last 90 days. Journey: a thank you ad, followed by a gift offer email sequence for their AE to send, timed two weeks after the ad first shows.
Win-back campaign — re-engage the buying group from lost opportunities when the timing is right for a second look.
Build a program for contacts on accounts marked [Closed Lost] more than 6 months ago. Journey: a 'what's changed' ad, followed by a case study ad for anyone who clicks, then notify the sales team for any contact who clicks the case study.
Meeting no-shows — give no-shows one more nudge to reschedule.
Pull a list of no shows from [CRM Name] in the last 60 days and suggest a simple journey to nudge them to reschedule the call with us. Make sure we have a way to remove them from the program after some time automatically, or if they actually take the call.
Competitor campaigns — target accounts using a competitor and let engagement reveal who’s ready for a comparison pitch.
Create a program targeting contacts at accounts currently using [Competitor], based on our tech stack data. Journey: a competitive comparison ad, followed by a case study ad and a sales-team notification for any clicks.
Read on
Use case 2
Bla bla bla download playbook
Pushing your ABM program live is one step, and MCP keeps you in control of it. Every program your AI tool builds is created as a paused draft first — nothing runs and no usage is spent until you review it and say go.
The Influ2
MCP
Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Use case 1
Build and launch an ABM program with AI
How long does it usually take to go from an idea to an actual live ABM program?
Depending on the complexity of the program and your level of GTM alignment, it usually means building an audience, mapping out a journey with a set of rules, and creating a bunch of assets. And all this usually happens across multiple tools and at least two people's calendars.
With Influ2’s MCP, you can do it in one workflow (well, maybe two — you'll still want to talk to your designer about those ad creatives). But most of the manual work is taken care of by AI. Simply describe—in plain language—who you want to target and how you want to engage them, and your AI tool builds the program.
Three building blocks of a contact-level ABM program
Every program comes down to the same three questions: who, when, and what — who you want to target, what content you want to show them, and when the best time is to show it.
Audience
This is contact-level from the start, not account-level with a title filter bolted on. Describe the role, seniority, or account criteria for the specific people you want to target, and your AI tool builds the audience from fields synced into Influ2 from your CRM. In Influ2, the audience is called a cohort.
Orchestration
Programs shouldn't run on a fixed clock alone. Influ2 lets you set logic for how (and when) to move individuals through each step in their unique buying journey—based on intent signals, ad engagement, CRM data, and more. This way, the program adjusts itself for each contact automatically. In Influ2, this is called a journey.
Content
Most stages in the journey will have an ad creative assigned to it. MCP allows you to pull creatives from what you already have — either from existing campaigns or fresh ones you’ve uploaded beforehand.
Here's how each plays out across three program types — pipeline generation, pipeline progression, and upsell — with prompts you can adapt or use as-is.
Some of these prompts rely on CRM data to identify accounts with open deals, filter by owner or pipeline stage, and more. Connect your CRM to your AI tool to build audiences and journeys using live pipeline criteria.
Pipeline generation
Create net-new demand, before anyone's in an opportunity.
Audience
Build a cohort of contacts with [define your criteria: e.g. persona type, title, industry]. Exclude anyone at an account with an open opportunity. Show me the audience size and account count before we move on.
Journey
Build a simple two-stage journey.
Start everyone in an ‘Awareness’ stage, where they’ll see a top of funnel ad. Once an individual sees that ad 15 times, move them to Step 2 and switch the ad to a case study.
Once a contact shows interest in [Topic], move them to a new stage titled ‘Sales Ready’. In this stage, show an AE intro ad and enroll the contact in an outreach sequence assigned to their owner.
Content
"For Awareness: show our best-performing TOFU creative from the last 90 days. Use our [Ad name] case study ad for step 2.
For the Sales Ready stage, use our [Ad name] AE intro ad."
Pipeline progression
Provide air cover for sales to accelerate an opportunity that's already open.
Audience
Build a cohort of every contact at an account with an open opportunity owned by [Sales rep], across every active pipeline stage.
Journey
"Build a four-stage journey tied to the deal's opportunity stage:
- Early Pipeline includes [Deal stages Scheduled, Discovery, and Qualify/Demo] — show an ROI-focused ad.
- Late Pipeline includes [Deal stages Validate, Proposal, and Negotiation] — show a case study and pricing-comparison ad. Notify the sales team the moment anyone here engages.
- If the opportunity changes to On Hold, drop to a lighter monthly check-in ad.
- If the opportunity changes to Closed Won, remove the buying group from the program."
Content
For Early Pipeline, use our [Ad name] ROI-focused ad. For Late Pipeline, use our [Ad name] case study and [Ad name] pricing-comparison. For the On Hold check-ins, use our [Ad name] nurture ad.
Upsell
Help expand or renew an existing customer account.
Audience
Build a cohort of contacts with [Program Role as Primary POC, Executive Champion, or Decision Maker], at active Customer accounts with a [Green or Yellow Last CSM Sentiment]. Exclude contacts from accounts market churned or with an open opportunity in the final contract stage.
Note: A cohort leverages your unique CRM data. Fields named above (e.g. Program Role, Last CSM Sentiment) are examples. Adapt the idea for your own segments.
Journey
Build a three-stage journey:
- Start everyone in Announcement with a feature-focused ad.
- Move a contact to Interested the moment they click, or show interest in the [Topic: ABM Platforms & Software]. Show a case study ad there.
- Move them to Ready for Outreach once they've clicked the case study ad, then notify Sales so the account owner can follow up directly.
Content
Use our [Ad name] new feature announcement ad for Announcement, and our [Ad name] case study for Interested.
Launch — making it live
Pushing your ABM program live is one step, and MCP keeps you in control of it. Every program your AI tool builds is created as a paused draft first — nothing runs and no usage is spent until you review it and say go.
Send me a summary of the audience (contact count, titles, number of accounts) and journey, then launch the program once I confirm everything looks good.
Every step above still relies on your judgment: you approve the audience, you approve the content, you approve the launch. What disappears is the busywork in between — manual list pulls, re-checking, tab-switching.
Appendix: Prompts for launching common ABM initiatives
Event participation — turn a registrant list into a nurture sequence before the event starts.
Create a program targeting all registrants for [Event Name]. Journey: an event reminder ad first, then a 'see you there' email sequence from their SDR for anyone who clicks it.
Gift giving — turn recent renewals into a timely thank you sequence and gift.
Build a program for [Contact role: primary decision makers] on accounts that renewed in the last 90 days. Journey: a thank you ad, followed by a gift offer email sequence for their AE to send, timed two weeks after the ad first shows.
Win-back campaign — re-engage the buying group from lost opportunities when the timing is right for a second look.
Build a program for contacts on accounts marked [Closed Lost] more than 6 months ago. Journey: a 'what's changed' ad, followed by a case study ad for anyone who clicks, then notify the sales team for any contact who clicks the case study.
Meeting no-shows — give no-shows one more nudge to reschedule.
Pull a list of no shows from [CRM Name] in the last 60 days and suggest a simple journey to nudge them to reschedule the call with us. Make sure we have a way to remove them from the program after some time automatically, or if they actually take the call.
Competitor campaigns — target accounts using a competitor and let engagement reveal who’s ready for a comparison pitch.
Create a program targeting contacts at accounts currently using [Competitor], based on our tech stack data. Journey: a competitive comparison ad, followed by a case study ad and a sales-team notification for any clicks.
Read on
Use case 2
Bla bla bla download playbook
Pushing your ABM program live is one step, and MCP keeps you in control of it. Every program your AI tool builds is created as a paused draft first — nothing runs and no usage is spent until you review it and say go.
The Influ2
MCP
Promptbook
How to use Influ2 and your AI tool of choice to run your ABM program at the contact level.
Intro
Use case 1: Build and launch an ABM program
Use case 2: Optimize your ABM advertising strategy
Use case 3: Analyze program impact on revenue
Use case 4: Help Sales prep and prioritize outreach
Appendix: MCP 101
Use case 1
Build and launch an ABM program with AI
How long does it usually take to go from an idea to an actual live ABM program?
Depending on the complexity of the program and your level of GTM alignment, it usually means building an audience, mapping out a journey with a set of rules, and creating a bunch of assets. And all this usually happens across multiple tools and at least two people's calendars.
With Influ2’s MCP, you can do it in one workflow (well, maybe two — you'll still want to talk to your designer about those ad creatives). But most of the manual work is taken care of by AI. Simply describe—in plain language—who you want to target and how you want to engage them, and your AI tool builds the prog
Three building blocks of a contact-level ABM program
Every program comes down to the same three questions: who, when, and what — who you want to target, what content you want to show them, and when the best time is to show it.
Audience
This is contact-level from the start, not account-level with a title filter bolted on. Describe the role, seniority, or account criteria for the specific people you want to target, and your AI tool builds the audience from fields synced into Influ2 from your CRM. In Influ2, the audience is called a cohort.
Orchestration
Programs shouldn't run on a fixed clock alone. Influ2 lets you set logic for how (and when) to move individuals through each step in their unique buying journey—based on intent signals, ad engagement, CRM data, and more. This way, the program adjusts itself for each contact automatically. In Influ2, this is called a journey.
Content
Most stages in the journey will have an ad creative assigned to it. MCP allows you to pull creatives from what you already have — either from existing campaigns or fresh ones you’ve uploaded beforehand.
Here's how each plays out across three program types — pipeline generation, pipeline progression, and upsell — with prompts you can adapt or use as-is.
Some of these prompts rely on CRM data to identify accounts with open deals, filter by owner or pipeline stage, and more. Connect your CRM to your AI tool to build audiences and journeys using live pipeline criteria.
Pipeline generation
Create net-new demand, before anyone's in an opportunity.
Audience
Build a cohort of contacts with [define your criteria: e.g. persona type, title, industry]. Exclude anyone at an account with an open opportunity. Show me the audience size and account count before we move on.
Journey
Build a simple two-stage journey.
Start everyone in an ‘Awareness’ stage, where they’ll see a top of funnel ad. Once an individual sees that ad 15 times, move them to Step 2 and switch the ad to a case study.
Once a contact shows interest in [Topic], move them to a new stage titled ‘Sales Ready’. In this stage, show an AE intro ad and enroll the contact in an outreach sequence assigned to their owner.
Content
"For Awareness: show our best-performing TOFU creative from the last 90 days. Use our [Ad name] case study ad for step 2.
For the Sales Ready stage, use our [Ad name] AE intro ad."
Pipeline progression
Provide air cover for sales to accelerate an opportunity that's already open.
Audience
Build a cohort of every contact at an account with an open opportunity owned by [Sales rep], across every active pipeline stage.
Journey
"Build a four-stage journey tied to the deal's opportunity stage:
- Early Pipeline includes [Deal stages Scheduled, Discovery, and Qualify/Demo] — show an ROI-focused ad.
- Late Pipeline includes [Deal stages Validate, Proposal, and Negotiation] — show a case study and pricing-comparison ad. Notify the sales team the moment anyone here engages.
- If the opportunity changes to On Hold, drop to a lighter monthly check-in ad.
- If the opportunity changes to Closed Won, remove the buying group from the program."
Content
For Early Pipeline, use our [Ad name] ROI-focused ad. For Late Pipeline, use our [Ad name] case study and [Ad name] pricing-comparison. For the On Hold check-ins, use our [Ad name] nurture ad.
Upsell
Help expand or renew an existing customer account.
Audience
Build a cohort of contacts with [Program Role as Primary POC, Executive Champion, or Decision Maker], at active Customer accounts with a [Green or Yellow Last CSM Sentiment]. Exclude contacts from accounts market churned or with an open opportunity in the final contract stage.
Note: A cohort leverages your unique CRM data. Fields named above (e.g. Program Role, Last CSM Sentiment) are examples. Adapt the idea for your own segments.
Journey
Build a three-stage journey:
- Start everyone in Announcement with a feature-focused ad.
- Move a contact to Interested the moment they click, or show interest in the [Topic: ABM Platforms & Software]. Show a case study ad there.
- Move them to Ready for Outreach once they've clicked the case study ad, then notify Sales so the account owner can follow up directly.
Content
Use our [Ad name] new feature announcement ad for Announcement, and our [Ad name] case study for Interested.
Launch — making it live
Pushing your ABM program live is one step, and MCP keeps you in control of it. Every program your AI tool builds is created as a paused draft first — nothing runs and no usage is spent until you review it and say go.
Send me a summary of the audience (contact count, titles, number of accounts) and journey, then launch the program once I confirm everything looks good.
Every step above still relies on your judgment: you approve the audience, you approve the content, you approve the launch. What disappears is the busywork in between — manual list pulls, re-checking, tab-switching.
Appendix: Prompts for launching common ABM initiatives
Event participation — turn a registrant list into a nurture sequence before the event starts.
Create a program targeting all registrants for [Event Name]. Journey: an event reminder ad first, then a 'see you there' email sequence from their SDR for anyone who clicks it.
Gift giving — turn recent renewals into a timely thank you sequence and gift.
Build a program for [Contact role: primary decision makers] on accounts that renewed in the last 90 days. Journey: a thank you ad, followed by a gift offer email sequence for their AE to send, timed two weeks after the ad first shows.
Win-back campaign — re-engage the buying group from lost opportunities when the timing is right for a second look.
Build a program for contacts on accounts marked [Closed Lost] more than 6 months ago. Journey: a 'what's changed' ad, followed by a case study ad for anyone who clicks, then notify the sales team for any contact who clicks the case study.
Meeting no-shows — give no-shows one more nudge to reschedule.
Pull a list of no shows from [CRM Name] in the last 60 days and suggest a simple journey to nudge them to reschedule the call with us. Make sure we have a way to remove them from the program after some time automatically, or if they actually take the call.
Competitor campaigns — target accounts using a competitor and let engagement reveal who’s ready for a comparison pitch.
Create a program targeting contacts at accounts currently using [Competitor], based on our tech stack data. Journey: a competitive comparison ad, followed by a case study ad and a sales-team notification for any clicks.
Read on
Use case 2: Optimize your ABM advertising strategy
Download these prompts and build your next program before the idea has time to cool
The next program you dream up doesn't need a brief, a kickoff call, or a spot on someone's calendar — just a prompt.