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Build a weekly website visitor pipeline report

Built by: Lusha
Time to build: 5 min
Difficulty: Easy
Tools: ClaudeLusha
Type: Prompt

Your website had visitors this week. Some of them are already in your CRM as open opportunities. Some are net-new ICP-fit accounts you have never contacted. Some are existing customers showing signals you should know about. None of that is visible without a system that runs the visitor list, enriches each company, maps them to your pipeline, and tells you what to do with each one. This prompt builds that system in one pass using Lusha’s Website Visits API — and delivers the output before your Monday pipeline review.

The Lusha Website Visits API returns company-level data only — it identifies which companies are visiting your website, not which individuals. No personal data is returned at the visitor identification stage. Lusha is fully GDPR compliant. Full privacy documentation at lusha.com/trust-center.

How to start

1

Get your Lusha Site ID and last 7 days of visitor data

Log in to Lusha → API Hub → copy your API key. Go to your domain settings, click the … menu next to your configured domain, and select Copy Site ID. Run the Find the companies visiting your website right now play with a 7-day date range to get this week’s visitor list.

2

Export your open CRM opportunities

Export a list of your open opportunities from Salesforce, HubSpot, or your CRM of choice — company name and domain is enough. Paste this into the prompt so Claude can map visitors to existing pipeline.

3

Paste the prompt and send before your Monday review

Fill in your visitor list, CRM opportunity list, ICP definition, and customer domain list. Claude enriches every visitor, maps them to pipeline, and returns a prioritised action list — ready before the week starts.

The prompt

@Lusha Build my weekly website visitor pipeline report.

SITE ID: [YOUR_SITE_ID]
DATE RANGE: Last 7 days
SORT BY: Engagement score (highest first)

MY ICP:
- Industry: [e.g. B2B SaaS, FinTech]
- Employee count: [e.g. 100–500]
- Funding stage: [e.g. Series A or Series B]
- Geography: [e.g. North America, UK, DACH]

MY OPEN CRM OPPORTUNITIES:
[Paste company names and domains here —
one per line]

MY EXISTING CUSTOMERS:
[Paste customer company domains here —
one per line]

Using Lusha, do the following:

1. PULL THIS WEEK'S VISITORS
   Call POST /v3/companies/website-visits
   with the Site ID and 7-day date range.
   Return all visiting companies with
   engagement score, sessions, unique visitors,
   high intent pageviews, days since last visit.

2. ENRICH EACH VISITING COMPANY
   Call /v3/companies/enrich for each company.
   Return: industry, employee count,
   funding stage, HQ location.

3. SEGMENT INTO FOUR GROUPS

   GROUP A — OPEN OPPORTUNITY VISITING
   Companies that match your CRM opportunity list.
   These are deals in your pipeline that just
   visited your website. Flag immediately.
   Action: Alert the deal owner today.

   GROUP B — ICP-FIT NET NEW
   Companies not in CRM, not a customer,
   that match your ICP criteria.
   Action: Find decision-makers this week.

   GROUP C — EXISTING CUSTOMER VISITING
   Companies that match your customer domain list.
   Note what they visited — pricing or competitor
   pages signal churn or expansion intent.
   Action: Alert the CSM or AM.

   GROUP D — DOES NOT FIT ICP
   Companies outside ICP criteria.
   List them but flag as low priority.
   No action required this week.

4. RETURN THE WEEKLY REPORT
   Section 1: Group A — open opportunities
   (deal name, stage, engagement score,
   pages visited, recommended action)
   Section 2: Group B — net new ICP fit
   (company, ICP score, engagement score,
   recommended next step)
   Section 3: Group C — existing customers
   (company, pages visited, signal type,
   recommended action)
   Section 4: Group D — does not fit ICP
   (list only, no action needed)
   Section 5: Summary
   (total visitors, Group A count,
   Group B count, Group C count,
   top account to act on this week)

What you'll get back

A complete weekly pipeline report across four segments — open opportunities, net-new ICP accounts, existing customers, and low-priority visitors. Here’s what the output looks like:

Weekly visitor pipeline report · Lusha enriched · Week of [date]

Group A — Open opportunities visiting this week

CompanyDeal stageEng. scorePages visitedAction
[Company A]Stage 391Pricing · Case studiesAlert AE today
[Company B]Stage 274Homepage · IntegrationsFollow up this week

Group B — Net new ICP-fit accounts

CompanyICP scoreEng. scoreEmployeesNext step
[Company C]High84280–320Find DM this week

Group C — Existing customers visiting this week

CompanyPages visitedSignal typeAction
[Customer A]Pricing · Upgrade pageExpansion signalAlert CSM today
[Customer B]Competitor comparisonChurn riskAlert CSM today

Summary

Total visitors this week: 47 · Group A: 2 · Group B: 8 · Group C: 3 · Group D: 34 · Top account to act on: [Company A] — Stage 3 deal visiting pricing page, engagement score 91.

Example outputs in this play are illustrative — they reflect the structure, fields, and format of real Lusha connector output, but were not pulled from a live session. Run the prompt with your own data to see live results.

Why use Lusha in Claude

Most website visitor tools give you a list of companies. This prompt gives you a pipeline report. The difference is the segmentation — Group A accounts are deals already in your pipeline that just signalled renewed interest. Group B are net-new ICP-fit accounts actively researching. Group C are existing customers whose visit behaviour tells you whether they are expanding or evaluating alternatives. Group D is noise you do not need to act on this week.

The Group A segment is the most commercially urgent. A Stage 3 deal that visited your pricing page three times this week is telling you something your CRM is not. The AE on that deal needs to know today — not in the next pipeline review. The Group C segment catches the signals most CS teams miss entirely: an existing customer visiting a competitor comparison page is a churn risk that shows up as a visit before it shows up as a cancellation conversation.

Running this prompt every Monday morning before your pipeline review means your team walks into the week knowing exactly which accounts are showing intent and which deals need immediate attention — grounded in verified Lusha firmographic data, not gut feeling.

Lusha is the only B2B data provider with a native Claude connector, which means the visitor list, company enrichment, ICP scoring, and pipeline mapping all happen inside one conversation. No exports, no spreadsheets, no manual cross-referencing. The report is ready in one pass.

Lusha data is sourced and used in accordance with Lusha’s Privacy Policy and Terms of Use. Lusha is fully GDPR compliant, certified by ePrivacyseal GmbH, and validated by TrustArc.

FAQ

  • How often should I run this report?

    Weekly, before your Monday pipeline review. The 7-day date range gives you a fresh view of everything that happened on your website in the prior week. Teams that run this every Monday catch open opportunity signals before the weekly standup and can brief AEs on relevant accounts before the first call of the week. For higher-traffic websites, a daily version using a 1-day date range works well for the Group A segment specifically — open opportunities visiting your site are always time-sensitive.

  • What if I have a large CRM with hundreds of open opportunities?

    Paste only the opportunities that are active and in a stage where website visit signals are commercially relevant — typically Stage 2 and above. Deals in early Stage 1 or dormant stages add noise without adding urgency. If your CRM has many accounts, segment the prompt by territory or rep and run it once per segment rather than trying to process the full book of business in one pass.

  • How does the prompt detect churn risk from existing customer visits?

    The prompt cross-references the visiting company against your customer domain list and flags the pages visited. Visits to pricing pages, upgrade pages, or competitor comparison pages from existing customers are flagged as expansion signals or churn risk signals depending on context. The prompt cannot access the specific page content — it uses the high-intent pageview count and page category signals that Lusha’s Website Visits API returns. For deeper page-level analysis, combine this prompt with your web analytics tool.

  • Can I automate this so it runs every Monday without me triggering it?

    The Claude prompt version runs on demand. For a fully automated weekly report that fires automatically every Monday morning, build the same logic using Lusha’s Website Visits API directly in a Salesforce Flow, HubSpot Workflow, or n8n automation. The Lusha for Salesforce Agentforce Playbook and the Lusha for HubSpot Breeze Playbook on Campus show exactly how to build scheduled API calls into your CRM automation layer.

  • Is it safe to share this report with the full sales team?

    es. The report contains company-level data from Lusha’s verified B2B database and visit metrics from your own website analytics — both appropriate to share internally. Individual visitor identity is not included anywhere in the report. The contact details returned in Group B are from Lusha’s B2B contact database under legitimate interest provisions of GDPR. Lusha is fully GDPR compliant, certified by ePrivacyseal GmbH, and validated by TrustArc.

Ready to run this?

One data connection. Works in Claude, ChatGPT, your CRM, or any agent you build.