Integration · Orchestration & signal

RB2B: Person-level website visitor identification for US traffic.

RB2B identifies the individual visiting your site (LinkedIn profile, work email) for US-based traffic. Our pod wires those anonymous visits into scored, routed plays so an SDR calls the right person the same day they hit pricing.

Short answer

What is RB2B and how do you use it in outbound?

RB2B identifies individual US visitors on your website and pushes them to Slack or your CRM in near real time. In outbound it is a timing signal, not a list source: a named person from a target account reading your pricing page this morning is the highest-intent trigger most B2B teams can access, and it works best when routed into a same-day call and a short, specific email.

  • Person-level, US-only. Treat non-US traffic with company-level tools instead.
  • Speed is the whole value. Route to a same-day touch or the signal is worthless.
  • Reference the intent category, never the specific page view.
  • Suppress open opportunities and existing customers before routing.
What we operate

How our pod runs RB2B.

  • Install RB2B and configure ICP filters so only relevant visitors surface
  • Enrich identified visitors via Clay and route to the CRM with source tags
  • Trigger same-day call queues and email touches on pricing / demo visits
  • Suppress current customers, open opps, and closed-lost from alerts
Use cases

Where RB2B earns its place in the stack.

Pricing-page intent

An ICP contact visits pricing twice in 48 hours. RB2B identifies them, we enrich, score, and route a same-day call queue and personalized email.

Anonymous demo-page revival

A prospect from a target account visits the demo page but never fills the form. We surface the contact and route a warm follow-up before the intent decays.

Example workflows

Real RB2B plays we ship.

Pricing visit to same-day call

  1. 01RB2B fires a visitor identification event
  2. 02Clay checks ICP fit and current CRM status
  3. 03New, in-ICP contacts sync to HubSpot / Salesforce with source = RB2B
  4. 04SDR gets a Slack alert with brief, then dials + emails same day
Best fit

US-focused B2B SaaS with steady site traffic and an ICP that visits pricing before booking.

Setup

How we configure RB2B in week 1.

The Foundation build installs RB2B in your own account in this order. Each step is documented in the operating playbook we hand over.

  1. 01

    Install and verify

    Add the script sitewide, confirm identification fires on pricing, product, and comparison pages, and check volume for a full week before building plays.

  2. 02

    Tier the pages

    Pricing, comparison, and demo pages are tier 1. Blog and careers traffic are noise. Only tier 1 should page a human.

  3. 03

    Filter to ICP

    Match the identified person against your ICP definition and target account list. Drop everything else so the Slack channel stays credible.

  4. 04

    Route to a play

    Tier 1 ICP match creates a task for a same-day call plus a two-line email. Everything else drops into a low-volume nurture sequence.

  5. 05

    Write it back

    Log the visit as a CRM activity with page tier and timestamp so meetings can be attributed to website intent later.

Benchmarks

What good looks like with RB2B.

MetricBenchmarkContext
US identification rate20-35%Of US B2B visitors, varying with traffic mix.
Tier 1 ICP matches5-15%Of identified visitors, on a focused ICP.
Same-day touch targetUnder 4 hoursReply rates fall off sharply after the same business day.

Ranges reflect what we observe running B2B SaaS mid-market motions. Treat them as starting targets, not guarantees.

Failure modes

How RB2B builds go wrong.

  • Saying 'I saw you visiting our pricing page.' It reads as surveillance and kills replies.
  • Routing every identified visitor, which trains the team to ignore the channel.
  • No suppression, so AEs get paged about their own open opportunities.
  • Relying on it outside the US, where person-level coverage drops sharply.
FAQ

Frequently asked questions

More integrations

Explore the rest of the stack.

ICP and industries

How we run RB2B by segment.

Every ICP and industry page shows the target list logic, triggers, and sequence structure we run with this stack.

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Next step

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