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01Source
Source
Who enters the table, with the company and person data the gates need.
Role switch: new Head of IT, six weeks in
13 columns
- Find people
- Company search
- Webhook
- Account lookup
- Company data
- Company size
- Industry
- HQ and sites
- Website text
- Person profile
- Start date
- Clean names
- Language
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02AI
Qualify
Does this account fit your sellable market? Is this the right person?
Fits: 40 sites, IT team growing
9 columns
- Market fit
- Persona check
- Seniority
- Still there?
- New in role?
- Country fit
- Size fit
- Reasoning
- Gate
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03CRM
Exclude
Checked live against your CRM: a customer, or an open deal?
Not a customer, no open deal
6 columns
- Customer?
- Open deal?
- Do not contact
- In a campaign?
- Recent contact
- Gate
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04Data
Email
A waterfall across several providers, only for rows past both gates.
Email at the third provider, verified
7 columns
- Email via A
- Email via B
- Email via C
- Email via D
- Email via E
- Verify email
- Best email
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05AI
Research
Where your offer meets their situation, from news, hiring and their stack.
ERP move planned, a peer case fits
10 columns
- Recent news
- Open roles
- Tools in use
- Their clients
- Offer fit
- Peer case
- Observation
- Proof to use
- Sources
- Confidence
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06AI
Write
Two short messages, written in the buyer's language from the start.
Two messages, in Dutch
9 columns
- Pick sender
- Greeting
- Message 1
- Message 2
- Invite note
- Email subject
- Email body
- Variant
- Final copy
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07Check
Check
A gate on language, length and facts, and no job title quoted back at the reader. What fails waits for review.
Language, length, facts: all pass
10 columns
- Language
- Length
- Facts check
- No job titles
- Banned words
- Names
- Duplicates
- Tone
- Review flag
- Ready?
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08Push
Push
To your sending tool and CRM, only after you approve the campaign.
Queued. Sends once you approve.
6 columns
- Approved?
- Seller 1
- Seller 2
- Seller 3
- To CRM
- Hand-over note