The Challenge: Missed Intent Signals Online

In modern B2B sales, most buying journeys start long before a prospect speaks to your team. Anonymous visitors research pricing, compare feature pages, read documentation, and interact with your content across multiple channels. Yet if they never submit a form, your sales team remains blind to these buyer intent signals and continues generic prospecting instead of focusing on active opportunities.

Traditional approaches—relying on last-touch forms, manual lead lists, and simple pageview-based scoring—no longer match how buyers actually behave. A prospect can read ten pages, watch a webinar recording, and forward your proposal internally without ever becoming a "lead" in your CRM. Fragmented data across web analytics, chat tools, email, and call logs makes it almost impossible for humans to manually connect the dots and spot real-time purchase intent at scale.

The cost of not solving this is substantial. Warm opportunities go cold because nobody follows up when they are active. Sales spends time chasing low-intent lists while competitors engage the real buyers first. Forecasts become unreliable, CAC creeps up, and marketing ROI is questioned because the most valuable interactions are invisible. Over time, this creates a structural disadvantage: competitors with stronger intent detection quietly win more deals, earlier in the cycle.

The good news: this is a solvable problem. With the right combination of data, process, and AI tools like Claude, you can surface previously hidden signals, route them to the right reps, and automate context-aware outreach. At Reruption, we’ve seen how AI can transform scattered digital exhaust—call summaries, chat logs, proposals, web behavior—into a focused pipeline engine. The rest of this page walks through a practical, sales-focused approach you can apply in your own organisation.

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Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption’s work building AI-first sales workflows, we’ve seen that the real value of Claude isn’t just in writing better emails—it’s in connecting the dots between intent signals across channels and turning them into concrete sales actions. Because Claude can process large amounts of semi-structured data like call notes, chat logs, and proposals, it is a strong fit for diagnosing where your team is currently missing buyer intent and designing smarter follow-up strategies.

Start from the Buyer Journey, Not from the Tool

Before plugging Claude into your stack, map your real buyer journey: which pages indicate high research intent, which documents correlate with later opportunities, where chat conversations or support tickets often precede a deal. This gives you a concrete model of online intent signals specific to your market, instead of relying on generic scoring rules.

Once you have this map, Claude can be used to analyze historical data—calls, chats, emails, proposals—to confirm which patterns predict deals. Strategically, this keeps your AI initiative grounded in commercial outcomes (more opportunities, higher conversion) rather than in the novelty of a new tool.

Treat Claude as an Analyst First, Automation Engine Second

Many teams rush straight into automating outreach, but strategically it’s smarter to first use Claude as a sales analyst. Let it review past deals, lost opportunities, and stalled pipelines to identify common intent signals that were missed: repeated pricing questions, renewed engagement with proposals, or specific competitor mentions.

This analytical phase helps you build trust internally. Sales leaders and reps see that Claude can explain why certain deals stalled and where signals appeared but were ignored. Only once the team believes the insights should you start automating follow-ups and routing rules based on those patterns.

Align Sales, Marketing, and RevOps Around Shared Intent Definitions

Hidden intent lives in multiple systems: web analytics, marketing automation, CRM, chat, support tickets. If each function has its own definition of a "hot" or "product-qualified" lead, your AI-based lead scoring will be inconsistent and hard to act on. A strategic step is to align Sales, Marketing, and RevOps on clear thresholds and behaviors that define meaningful intent.

Claude can then be configured to classify interactions against these shared definitions, instead of inventing its own categories. This reduces disputes about lead quality and ensures that signals surfaced by AI actually trigger action—because all teams agreed on what those signals mean.

Prepare Your Sales Team for AI-Augmented Workflows

Even the best intent detection model fails if reps ignore its output. You need a change strategy: clarify that Claude is not replacing sales judgment but augmenting it by highlighting accounts showing renewed research, decision-maker activity, or competitive comparisons. Position Claude as a "digital scout" that scans the field and flags opportunities for the team.

Train reps on reading Claude’s summaries and rationales, not just scores. When a rep understands why an account is flagged—"multiple stakeholders requested the proposal again and revisited the pricing page"—they are more likely to follow up with the right message and timing.

Mitigate Risks with Clear Guardrails and Human-in-the-Loop

Strategically, you must manage risks around over-automation and brand tone. Claude should propose actions—like outreach templates or next-best-actions—not autonomously send everything. Keep humans in the loop for high-stakes segments while automating low-risk follow-ups and internal alerts.

Define policies: which accounts can receive AI-drafted emails with light review, which segments require full rep editing, and how to handle sensitive topics like pricing or contracts. This approach lets you scale AI-driven sales engagement safely while you monitor performance and refine prompts over time.

Used strategically, Claude becomes an always-on layer that spots buyer intent signals your CRM never sees and turns them into concrete, prioritized actions for sales. By starting with analysis, aligning teams on what intent really means, and keeping humans in control of key decisions, you can move from blind prospecting to a focused, intent-led pipeline. Reruption has helped organisations build exactly these kinds of AI-first workflows; if you want to explore how Claude could surface your hidden demand, we’re happy to co-design and validate a solution with you.

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Real-World Case Studies

From Banking to Logistics: Learn how companies successfully use Claude.

bunq

Banking

As bunq experienced rapid growth as the second-largest neobank in Europe, scaling customer support became a critical challenge. With millions of users demanding personalized banking information on accounts, spending patterns, and financial advice on demand, the company faced pressure to deliver instant responses without proportionally expanding its human support teams, which would increase costs and slow operations. Traditional search functions in the app were insufficient for complex, contextual queries, leading to inefficiencies and user frustration. Additionally, ensuring data privacy and accuracy in a highly regulated fintech environment posed risks. bunq needed a solution that could handle nuanced conversations while complying with EU banking regulations, avoiding hallucinations common in early GenAI models, and integrating seamlessly without disrupting app performance. The goal was to offload routine inquiries, allowing human agents to focus on high-value issues.

Lösung

bunq addressed these challenges by developing Finn, a proprietary GenAI platform integrated directly into its mobile app, replacing the traditional search function with a conversational AI chatbot. After hiring over a dozen data specialists in the prior year, the team built Finn to query user-specific financial data securely, answer questions on balances, transactions, budgets, and even provide general advice while remembering conversation context across sessions. Launched as Europe's first AI-powered bank assistant in December 2023 following a beta, Finn evolved rapidly. By May 2024, it became fully conversational, enabling natural back-and-forth interactions. This retrieval-augmented generation (RAG) approach grounded responses in real-time user data, minimizing errors and enhancing personalization.

Ergebnisse

  • 100,000+ questions answered within months post-beta (end-2023)
  • 40% of user queries fully resolved autonomously by mid-2024
  • 35% of queries assisted, totaling 75% immediate support coverage
  • Hired 12+ data specialists pre-launch for data infrastructure
  • Second-largest neobank in Europe by user base (1M+ users)
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Cleveland Clinic

Healthcare

At Cleveland Clinic, one of the largest academic medical centers, physicians grappled with a heavy documentation burden, spending up to 2 hours per day on electronic health record (EHR) notes, which detracted from patient care time. This issue was compounded by the challenge of timely sepsis identification, a condition responsible for nearly 350,000 U.S. deaths annually, where subtle early symptoms often evade traditional monitoring, leading to delayed antibiotics and 20-30% mortality rates in severe cases. Sepsis detection relied on manual vital sign checks and clinician judgment, frequently missing signals 6-12 hours before onset. Integrating unstructured data like clinical notes was manual and inconsistent, exacerbating risks in high-volume ICUs.

Lösung

Cleveland Clinic piloted Bayesian Health’s AI platform, a predictive analytics tool that processes structured and unstructured data (vitals, labs, notes) via machine learning to forecast sepsis risk up to 12 hours early, generating real-time EHR alerts for clinicians. The system uses advanced NLP to mine clinical documentation for subtle indicators. Complementing this, the Clinic explored ambient AI solutions like speech-to-text systems (e.g., similar to Nuance DAX or Abridge), which passively listen to doctor-patient conversations, apply NLP for transcription and summarization, auto-populating EHR notes to cut documentation time by 50% or more. These were integrated into workflows to address both prediction and admin burdens.

Ergebnisse

  • 12 hours earlier sepsis prediction
  • 32% increase in early detection rate
  • 87% sensitivity and specificity in AI models
  • 50% reduction in physician documentation time
  • 17% fewer false positives vs. physician alone
  • Expanded to full rollout post-pilot (Sep 2025)
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Unilever

Human Resources

Unilever, a consumer goods giant handling 1.8 million job applications annually, struggled with a manual recruitment process that was extremely time-consuming and inefficient . Traditional methods took up to four months to fill positions, overburdening recruiters and delaying talent acquisition across its global operations . The process also risked unconscious biases in CV screening and interviews, limiting workforce diversity and potentially overlooking qualified candidates from underrepresented groups . High volumes made it impossible to assess every applicant thoroughly, leading to high costs estimated at millions annually and inconsistent hiring quality . Unilever needed a scalable, fair system to streamline early-stage screening while maintaining psychometric rigor.

Lösung

Unilever adopted an AI-powered recruitment funnel partnering with Pymetrics for neuroscience-based gamified assessments that measure cognitive, emotional, and behavioral traits via ML algorithms trained on diverse global data . This was followed by AI-analyzed video interviews using computer vision and NLP to evaluate body language, facial expressions, tone of voice, and word choice objectively . Applications were anonymized to minimize bias, with AI shortlisting top 10-20% of candidates for human review, integrating psychometric ML models for personality profiling . The system was piloted in high-volume entry-level roles before global rollout .

Ergebnisse

  • Time-to-hire: 90% reduction (4 months to 4 weeks)
  • Recruiter time saved: 50,000 hours
  • Annual cost savings: £1 million
  • Diversity hires increase: 16% (incl. neuro-atypical candidates)
  • Candidates shortlisted for humans: 90% reduction
  • Applications processed: 1.8 million/year
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Royal Bank of Canada (RBC)

Financial Services

In the competitive retail banking sector, RBC customers faced significant hurdles in managing personal finances. Many struggled to identify excess cash for savings or investments, adhere to budgets, and anticipate cash flow fluctuations. Traditional banking apps offered limited visibility into spending patterns, leading to suboptimal financial decisions and low engagement with digital tools. This lack of personalization resulted in customers feeling overwhelmed, with surveys indicating low confidence in saving and budgeting habits. RBC recognized that generic advice failed to address individual needs, exacerbating issues like overspending and missed savings opportunities. As digital banking adoption grew, the bank needed an innovative solution to transform raw transaction data into actionable, personalized insights to drive customer loyalty and retention.

Lösung

RBC introduced NOMI, an AI-driven digital assistant integrated into its mobile app, powered by machine learning algorithms from Personetics' Engage platform. NOMI analyzes transaction histories, spending categories, and account balances in real-time to generate personalized recommendations, such as automatic transfers to savings accounts, dynamic budgeting adjustments, and predictive cash flow forecasts. The solution employs predictive analytics to detect surplus funds and suggest investments, while proactive alerts remind users of upcoming bills or spending trends. This seamless integration fosters a conversational banking experience, enhancing user trust and engagement without requiring manual input.

Ergebnisse

  • Doubled mobile app engagement rates
  • Increased savings transfers by over 30%
  • Boosted daily active users by 50%
  • Improved customer satisfaction scores by 25%
  • $700M+ projected enterprise value from AI by 2027
  • Higher budgeting adherence leading to 20% better financial habits
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Nubank (Pix Payments)

Payments

Nubank, Latin America's largest digital bank serving over 114 million customers across Brazil, Mexico, and Colombia, faced the challenge of scaling its Pix instant payment system amid explosive growth. Traditional Pix transactions required users to navigate the app manually, leading to friction, especially for quick, on-the-go payments. This app navigation bottleneck increased processing time and limited accessibility for users preferring conversational interfaces like WhatsApp, where 80% of Brazilians communicate daily. Additionally, enabling secure, accurate interpretation of diverse inputs—voice commands, natural language text, and images (e.g., handwritten notes or receipts)—posed significant hurdles. Nubank needed to overcome accuracy issues in multimodal understanding, ensure compliance with Brazil's Central Bank regulations, and maintain trust in a high-stakes financial environment while handling millions of daily transactions.

Lösung

Nubank deployed a multimodal generative AI solution powered by OpenAI models, allowing customers to initiate Pix payments through voice messages, text instructions, or image uploads directly in the app or WhatsApp. The AI processes speech-to-text, natural language processing for intent extraction, and optical character recognition (OCR) for images, converting them into executable Pix transfers. Integrated seamlessly with Nubank's backend, the system verifies user identity, extracts key details like amount and recipient, and executes transactions in seconds, bypassing traditional app screens. This AI-first approach enhances convenience, speed, and safety, scaling operations without proportional human intervention.

Ergebnisse

  • 60% reduction in transaction processing time
  • Tested with 2 million users by end of 2024
  • Serves 114 million customers across 3 countries
  • Testing initiated August 2024
  • Processes voice, text, and image inputs for Pix
  • Enabled instant payments via WhatsApp integration
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Define and Codify Your High-Intent Behaviors

Begin by translating your sales team’s experience into explicit intent rules. Interview top performers: which behaviors usually precede a deal—multiple pricing visits, legal page views, repeat proposal downloads, certain questions on calls? Document these as patterns that Claude can look for across text and event data.

Then, create a prompt template for Claude to evaluate raw interactions (page paths, call summaries, chat logs) and assign an intent level with a clear explanation. For example:

System: You are an AI sales analyst. Classify buyer intent from digital interactions.

User:
Consider the following data about an account:
- Web sessions: [list of URLs with timestamps]
- Call summaries: [transcripts or notes]
- Chat logs: [messages]
- Email subject lines: [list]

Tasks:
1. Classify current buyer intent as: Low, Medium, or High.
2. List 3-5 specific behaviors that led to your classification.
3. Suggest the next best action for the sales rep.
4. Provide a short rationale in business language (max 5 sentences).

Feed Claude real historical examples, compare its classifications with actual outcomes, and refine the rules until they align with what your sales team considers "hot" opportunities.

Use Claude to Mine Call Summaries and Proposals for Hidden Signals

Your call notes and proposals often contain strong, but unstructured, buying signals: urgency, internal champions, decision timelines, or new stakeholders joining the conversation. Manually reviewing this at scale is impossible—this is where Claude excels.

Set up a workflow where call summaries and proposal drafts are regularly exported (or synced via API) into a processing step with Claude. Use a prompt like:

System: You analyze sales call notes and proposals for intent and risk.

User:
Here is a call summary and the latest proposal draft for Account X.
[call_notes]
[proposal_excerpt]

1. Identify any buying signals (urgency, budget, decision process, internal champion).
2. Flag risks (no clear next step, new blockers, low engagement).
3. Rate overall deal momentum from 1-10.
4. Suggest a specific follow-up email angle and 3 bullet points to cover.

Push the output directly into your CRM as structured fields (intent level, risks, recommended next step) so reps see it alongside the opportunity record and can act immediately.

Trigger Context-Aware Follow-Ups for Renewed Intent

Many "lost" or stalled opportunities quietly reignite their research: revisiting your site, reopening proposals, or comparing you with competitors. Combine tracking (e.g. account-level website analytics, email re-opens) with Claude to trigger tailored follow-ups when renewed intent appears.

Design a prompt that takes recent behavior plus historical context and drafts a concise, non-pushy email. For example:

System: You write concise B2B follow-up emails for sales.

User:
Context about the account:
- Original opportunity summary: [text]
- Reason it stalled or was lost: [text]
- Time since last contact: [X weeks]
- Recent activity: [pages viewed, assets downloaded, emails reopened]

Write an email that:
- Acknowledges the previous conversation.
- References 1-2 recent behaviors without sounding intrusive.
- Offers a relevant next step (e.g. updated pricing, new feature, short call).
- Stays under 120 words and in a neutral-professional tone.

Reps can review and lightly edit these drafts before sending, ensuring scale without losing human judgment.

Build an Intent Digest for Each Rep’s Portfolio

Instead of overwhelming reps with dozens of small alerts, batch signals into a daily or weekly intent digest per account owner. Connect your data sources (web events, emails, CRM updates) to a simple data pipeline, and let Claude summarize what changed and where to focus.

Example workflow: For each rep, collect all relevant account events for the last 24 hours, then pass them to Claude:

System: You are a virtual SDR assistant creating a daily intent briefing.

User:
Here are the last 24h events for accounts owned by [Rep Name]:
[structured list: account, events, timestamps]

Tasks:
1. Group events by account.
2. For each account, summarize key intent signals in 3-4 bullet points.
3. Assign a priority (High/Medium/Low) and short reason.
4. Suggest the top 3 accounts to focus on today, with a recommended action.

Deliver this digest via email, Slack, or directly inside your CRM so reps start their day with a clear, AI-curated action list.

Standardize Prompts for Consistent Lead Scoring and Handover

To avoid chaos, standardize your Claude prompts for lead scoring and handover notes. Create a small "prompt library" for your GTM team so that SDRs, AEs, and RevOps use consistent instructions when asking Claude to score leads, summarize accounts, or prepare internal notes.

For instance, define one canonical scoring prompt that always returns: score (1–10), stage suggestion, key risks, and recommended owner (SDR vs AE). Document it, share it, and train the team to use this exact template. This ensures that AI-generated scores are comparable and can be used reliably in dashboards and routing logic.

Measure Impact with a Focused Experiment Design

To prove value and avoid "AI theater", run a focused experiment. Choose a segment (e.g. mid-market accounts in one region) and apply your Claude-based intent detection and outreach for 6–8 weeks. Track metrics such as: increase in meetings booked from warm accounts, conversion rate from website visitor to opportunity, reactivation rate of stalled deals, and time-to-first-touch after key behaviors.

Set up A/B groups: one group where reps get Claude-powered intent digests and email drafts, and a control group working as usual. Compare outcomes, gather qualitative feedback from reps, and iterate on prompts and routing rules. This data will support your business case for scaling and justifies further investment.

With these practices in place, sales teams typically see more structured visibility into hidden demand, faster follow-up on high-intent accounts, and better prioritization of daily activities. Realistic outcomes include a 10–25% increase in meetings from existing traffic, a measurable uplift in win rates for intent-flagged opportunities, and a reduction in time wasted on low-intent prospects.

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Frequently Asked Questions

Claude can analyze the unstructured data your team already has—call summaries, chat logs, email threads, and proposals—together with structured signals like page views or content downloads. By using well-designed prompts, it can classify the current intent level for each account, highlight concrete behaviors (e.g. repeated pricing visits, new stakeholders joining calls), and suggest next-best-actions for sales.

Instead of relying only on form fills and basic lead scores, you get an AI layer that continuously scans digital interactions and surfaces which accounts are quietly moving closer to a buying decision.

You don’t need a large data science team to start. Typically you need: someone from Sales or RevOps who understands your funnel and key behaviors, light engineering support to connect data sources (CRM, web analytics, chat tools), and a product/operations owner to define the intent definitions and prompts.

Reruption usually works with a small cross-functional team: a sales lead, a RevOps/CRM owner, and one engineering contact. We bring the AI engineering, prompt design, and workflow design so your team can focus on defining what a "good" signal looks like and how reps should act on it.

For most organisations, an initial proof of concept can be up and running in a few weeks. In the first 2–4 weeks, Claude is typically used to analyze historical data—past deals, lost opportunities, and web behavior—to identify patterns and validate the intent model.

Once workflows are in place (e.g. daily intent digests, renewed-intent follow-up emails), many teams start seeing measurable improvements in meetings booked and reactivated opportunities within another 4–6 weeks. Full optimisation and integration into your broader GTM motion may take a quarter, depending on complexity and adoption.

ROI comes from three main levers: higher conversion from existing traffic, better prioritisation of sales effort, and reactivation of stalled or lost deals. By engaging accounts that are already researching you, you increase the share of pipeline coming from high-intent leads without increasing ad spend.

In practice, teams often see more meetings from their current website visitors, more opportunities from previously ignored accounts, and less time spent on completely cold outreach. The exact ROI depends on your deal size and volume, but even a small uplift in conversion on high-value segments can quickly justify the investment in AI workflows around Claude.

Reruption works with a Co-Preneur approach: we don’t just advise, we embed with your team and build the actual solution. Our AI PoC offering (9.900€) is designed to quickly test whether Claude can reliably detect and act on your specific intent signals—using your data, your stack, and your sales process.

We handle use-case scoping, feasibility checks, rapid prototyping, and performance evaluation. That includes designing prompts, wiring Claude into your existing tools, and creating tangible workflows like intent digests and follow-up templates. If the PoC proves value, we help you turn it into a production-ready capability, with security, compliance, and enablement baked in so your sales team can confidently use AI in their daily work.

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