Intro
Your AI tool can reason, draft, and strategize about almost anything you throw at it. Influ2’s MCP gives it what it can’t get anywhere else: contact-level buyer signals to know who to target and access to power the ABM programs that reach those targets.
Without that, AI is smart, but stuck. With it, you can run your entire ABM program from Claude, ChatGPT, or any other MCP-compatible AI tool — from launching programs to analyzing performance and beyond.
This guide covers four use cases for Influ2’s MCP, with actual prompts you can copy:
Build and launch an ABM program — go from an idea to a live program in one conversation.
Optimize your ABM advertising strategy — use plain-language prompts to easily spot what's working, so you can do more of it.
Analyze your program’s real impact on revenue — connect contact-level insights with context from your GTM tech stack to uncover what’s really driving pipeline.
Help Sales prep and prioritize outreach — make sure Sales shows up to every call already knowing who has intent and what they’re interested in.
Each use case outlines examples of what the Influ2 MCP can do on its own. However, MCP possibilities grow with each connection to your tech stack. The more you connect, the more powerful your workflows become.
Read on
Use case 1Use case 1: Build and launch an ABM programUse 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.
Use case 2Use case 2: Optimize your ABM advertising strategyDownload 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.
Use case 2
Optimize your ABM advertising strategy
Running an ABM program is a lot like maintaining a car: regular check-ins keep things running smoothly, but the tedious tasks are easy to put off. A deep dive into your advertising strategy is one of them—and it’s essential to keeping your ABM program healthy.
With Influ2’s MCP, your AI tool can access contact-level buyer signals and the ABM programs targeting them, right inside the environment you’re already working in.
It's like bringing your ad campaigns into a mechanic shop, and having an expert team of data analysts and revenue ops do all the work in seconds. You can ask the question, get the answer, and adjust your strategy — all without leaving the conversation.
Prompts to give your advertising strategy a tune-up
Using Influ2’s MCP, you can instantly see which messages and creatives are performing best across your programs, based on real contact-level buyer engagement. Then you can apply changes or take new actions from that same conversation.
Here are some things to try:
Cross-program creative performance check
Take one pass across every program’s creative performance, then recreate or build upon what’s working and retire what isn’t.
Show me contact-level ad performance across all my active ABM programs this quarter. Which creatives are driving the most engagement?
Underperforming message audit
Identify the weak creative in a specific program, plus a stronger performer from elsewhere worth testing in its place. Then you can swap the message before more budget is spent on it.
Which messages in [Program X] are underperforming, and what should I swap in?
Scale what works
Identify the pattern behind the winning creative and campaigns, so you can start the next program from what's proven, not a blank slate.
Compare creative performance across my top 3 ABM programs and tell me what to carry into a new program targeting [segment].
Influ2's MCP goes a step further: once you know which creative is winning and which contacts are driving it, you can act on it directly — swap a message, pause a program, or stand up a new one, right from your AI conversation. And remember: nothing goes live until you approve it.
That loop (see the trend, understand who's behind it, act on it) used to take a report, a couple of document drafts, and a Slack thread. Now it takes one conversation.
Appendix: Four prompts to try this week
The beauty of MCP is that it’s made for hands-on testing. Try some of these and see what your AI tool comes back with. Even unexpected results can help open your eyes to potential opportunities or issues before they surface in traditional reporting.
Prompt
What it surfaces
Decision it drives
Not every question has a clean number behind it. If you ask for something that isn't tracked yet, your AI tool will say so plainly and suggest a workable alternative, rather than guessing.
Read onUse case 3Use case 3: Analyze your program’s real impact on revenueDownload these prompts and catch a slipping program before your quarterly review does
Most programs don't fail loudly. They quietly stop working, and nobody notices until the report.
Use case 3
Analyze your program’s real impact on revenue
Eventually every ABM leader gets asked: is this working? And "working" rarely means impressions or CTR. It means whether engagement is actually turning into pipeline.
Influ2 connects contact-level engagement and signal data to the accounts your programs have influenced into open opportunities or booked meetings. That lets you move beyond “here’s our click-through rate” to “here’s which programs are actually driving revenue.”
With Influ2’s MCP, you can answer the questions that matter most to you, not just the ones your dashboards were built for. Go beyond engagement metrics to uncover which programs and buyers are actually driving pipeline and revenue—all in a single conversation—just ask your AI tool.
Worth knowing: Influ2 pulls opportunity and revenue data from your CRM. You don’t need a separate CRM MCP to analyze it through Influ2’s MCP, but your Influ2 instance must be connected to your CRM first in order to access these insights.
Prompts to analyze revenue impact from your ABM programs
Using Influ2’s MCP, your AI tool can pull opportunity and meeting influence for a specific or all programs at once — so "is this working?" gets answered with the full picture of performance, not a narrow slice.
Opportunity and meeting influence, by program
See which programs are actually driving pipeline, not just clicks.
How many open opportunities and booked meetings have our ABM programs influenced over the last 12 months, and which programs are driving the most?
Trend over time
Check whether your programs are getting more efficient at influencing pipeline, or less, quarter over quarter.
Compare how many accounts we've influenced into an opportunity or meeting this quarter versus last quarter. Are we getting more efficient or less?
Persona trends
Find out which job titles are engaging with a program and already involved in a deal, so you know who to double down on.
Which job titles are engaging most with [Program X], and which of them are also already involved in an open opportunity?
Program-level ranking
Rank programs by how many opportunities they've actually influenced, so you know which one to build the next program around.
Rank our programs by the number of open opportunities they've influenced over the last 18 months. Which ones should I replicate?
Targeted vs. not targeted comparison
See whether being targeted by an active ABM program actually moves the needle, by comparing targeted contacts against everyone else.
Compare outcomes for contacts targeted by active ABM programs vs. those who aren’t.
Account-level check
Zero in on one program and see exactly which accounts have progressed and which are stuck, so you know where to focus next.
For [Program X], show me which accounts have progressed to an open opportunity and which haven't, so I know where to focus.
Once you know which program or persona is actually moving accounts toward pipeline, ask your AI tool to act on it. It can adjust targeting, shift a journey, or stand up a new program built on what's proven.
You ask for the change, your AI tool drafts it, and nothing goes live until you approve it.
Use case 4Use case 4: Help Sales prep and prioritize outreachDownload these prompts and know if ABM is working without opening a spreadsheet
Next time leadership asks if ABM is paying off, don't build a report — just ask.
Use case 4
Help Sales prepare and prioritize outreach
Influ2 already tells you something no other tool does: not just that an account is interested, but which specific person clicked which ad or researched which topic. That's the difference between a cold call and a warm one — if it's in front of you before you dial.
With Influ2 MCP, your AI tool pulls those same contact-level signals directly into the chat you or your sales team are already having. Ask which prospects deserve your attention today, or what a specific account has actually been engaging with, and you get a named person, a specific topic, and an opening — not a generic pitch.
Prompts for gathering sales intel
Each of these uses Influ2's contact-level signals — who engaged, with what, and when — to make your outreach specific instead of generic.
Daily prioritization
Start the day with a ranked list. No guessing who to call first.
Tell me which of my prospects are the highest priority today. Exclude accounts with an open opportunity — focus on net-new prospects.
Pre-call brief
Walk into a call already knowing who from the account has engaged and what they’re interested in.
Build me a pre-call brief for [Account]: who's engaged, with what topics, and how recently.
Contact-level history
Get the full picture on one person before you reach out, not just an account-level summary.
Pull up everything on [Contact Name].
What's resonating
Find the specific topic or message actually landing with an account or contact, so you can lean into it instead of using a generic pitch.
What content or topic resonates best for [Account Name or Contact Name]?
Ranked creative reference
See exactly which messages an account has engaged with, ranked, so you know what to bring up.
Which ad creatives have contacts at the [Account] clicked, ranked, and what should I reference in outreach to the buying group?
Draft outreach with context
Turn what you just learned into a first draft, instead of starting from a blank page.
Based on what you surfaced for [Account], help me draft a personalized email to [Contact].
Your AI tool is as complete as the data you feed it. The more of your tech stack you connect, the more context your AI tool has to work with—and the more complete your answers can be.
And while AI can do the heavy lifting, always review its recommendations and apply your own logic and expertise to make the output yours before taking action.
You already know what good ABM looks like — you've built plenty of it. What slowed you down was never the strategy. It was everything standing between having the idea, uncovering the insights, and getting it live.
Influ2 MCP gives you a shortcut.
Every prompt in this guide works today. So open the chat, pick one, and run it before you close this doc.
Need a hand? Book a quick call with our team.
Download these prompts and walk into every call already knowing what to say
Every call is a warm call when you know what matters to each prospect.
Appendix: MCP 101
What is MCP, actually?
MCP stands for Model Context Protocol. It's an open standard that lets AI tools securely connect to external tools and data sources—like Influ2—so they can access information and, when supported, take actions on your behalf.
It's a connector, not a new tool to learn or a new tab to manage. Influ2 MCP means the AI tool you already use (Claude, for instance) can reach into your Influ2 workspace the same way it reaches into a search engine or your CRM.
The Influ2 MCP doesn't replace the Influ2 platform. Programs are still built and ads are still run the same way. The MCP simply gives you another way to interact with your workspace, so you can ask questions, analyze performance, or make changes without jumping between tools.
Your question goes through the Influ2 MCP into your Influ2 workspace, and the answer comes back in the same chat. You stay in control: Marketing still owns the programs, and nothing changes or goes live without your approval.
AI tool vs. AI agent — these aren't the same thing
The two terms often get used interchangeably. Here's the actual difference:
AI tools
(like ChatGPT and Claude) are applications you can use to answer questions, generate content, analyze information, or complete straightforward requests. They can also support agentic capabilities when needed.
AI agents
are designed to work toward a goal with some autonomy—deciding what steps to take, using tools, taking actions, and adapting based on the results.
MCP works with both.
It provides the connection that allows AI tools or agents to access Influ2’s data and capabilities.
Summary: What your AI tool can do with Influ2’s MCP
See — signals and data
Do — always drafted first, applied only after you say go
Applying changes safely
For any prompt that changes or creates a program in your Influ2 workspace, your AI tool drafts the change. That draft sits paused until you review and approve it. Permissions carry over exactly from Influ2, so your AI tool never sees more than you already can.
Governance
Anything that changes a live program always creates a paused draft first. Nothing runs until you approve it.
Cost awareness
If a change would use any type of usage credit, your AI tool shows that cost before you confirm, not after.
Permissions
Workspace access sits alongside your existing Influ2 admin controls. Your AI tool only sees what your own login can see.
Beyond Influ2 MCP
Everything in this guide works with Influ2’s MCP. Connecting your AI tool to additional systems in your tech stack — your CRM (e.g. Salesforce, HubSpot), a sales engagement tool (e.g. Salesloft, Outreach), or others — can expand what's possible.