Coverflex Accelerates GTM Ops

Customer: Pedro Azevedo, Marketing & Growth Ops Manager at Coverflex

‍Use Case: Real-Time Visitor Engagement & Automation

‍Industry: Fintech / HR

The Challenge

As a fast-growing fintech innovating in employee benefits, Coverflex’s team needed to close the gap between anonymous website traffic and qualified pipeline — without adding manual work. They wanted visibility into who was visiting, and the ability to act on it while interest was still hot.

“We saw plenty of activity on our site, but no easy way to know who those visitors were — or to engage them at the right moment.”— Pedro Azevedo, Marketing & Growth Ops Manager

The Solution

Coverflex implemented Knock2 to bring real-time intelligence and automation into their GTM motion. Knock2 delivered:

  • Live visitor identification — at both company and contact level
  • Automated ICP prospecting — high-fit leads surfaced without manual research
  • Flexible workflows — prospects routed directly into their marketing stack via webhooks
  • AI-powered website chat — capturing and converting live interest instantly

The Impact

  • Website visitors engaged in real time, improving conversion
  • GTM workflows automated end-to-end, freeing up time
  • High-fit leads uncovered and routed without manual lift
  • Marketing team moving faster and more effectively

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    Knock2 lets us identify and engage companies in real time. The automated prospecting, webhooks, workflows, and AI chatbot — all in one — make our GTM motion faster and smarter.”— Pedro Azevedo, Marketing & Growth Ops Manager, Coverflex