How we generate meetings.
From account-based research and the AI relevance check to multi-touchpoint outreach, handover and learning from every conversation.
The right accounts. The right people. At the right time.
We don't buy lists and we don't send mass emails. Every target account is researched individually, enriched according to your ICP criteria and approached over months with varied, relevant angles, without any contact feeling pressured.
Waterfall enrichment from multiple sources
- Define ICP and exclusionsIndustry, size, region, roles. Existing customers, competitors and blocked contacts are excluded from the start.
- Combine companies and contactsApollo as the base, Dealfront for DACH mid-sized companies, Sales Navigator for roles, AI web research on websites, legal notices and team pages.
- Complete the buying centreMissing decision-makers per account are added deliberately, instead of only contacting the first person found.
- Verify contact dataAdd email and direct dial and verify deliverability before the first message goes out.
- Relevance A, B, CEvery contact is scored. Noise such as interns or unrelated roles is removed.
Test the latest approaches without being seen as spam
- Several decision-makers per account, contacted in stages rather than all at once
- Contact pauses and a maximum frequency per person and account
- A new hook instead of a reminder: current signals, references, events
- Channel switch after 3–4 touchpoints
- Staying on it for months instead of a one-off send
Example. This is how the NeoPulse Sales OS shows every target account: buying centre, status per person and next step.
How relevant is each lead really for you?
You give us target lists, or we build them from databases. The AI in our Sales OS enriches every lead with public signals and scores it against parameters we define together. We propose the best leads to you in joint briefings. Call centres and traditional lead-gen providers rarely work this way.
| Lead (example) | Signal | Relevance | Chosen approach |
|---|---|---|---|
| Head of treasurySpecialist bank, 400 employees | Tender “Digital deposit business” | 92 | Account-based 1:1 |
| Head of ServiceHidden champion, mechanical engineering | New service division announced | 78 | Signal-based sequence |
| Category ManagerFMCG brand, DACH | Retail listings expanded | 61 | Signal-based sequence |
| Head of ITInsurer, regional | No current signals | 34 | Scalable approach |
Sample data. The AI relevance check is being trialled and developed further together with our first clients.
People who don't reply often reply on another channel
Our sequences have 5–7 touchpoints across LinkedIn, email and phone. After 3–4 attempts we switch approach or channel. Here is a selection of our playbooks.
LinkedIn for the relationship, email for the offer
Our standard. 5–7 touchpoints, with the channel mix depending on the target group. After 3–4 attempts we switch approach or channel instead of ending the sequence.
- Day 0Connection request with industry contextPersonal, no pitch
- Day 2Message with a concrete hookProduct or regulatory trigger
- Day 6Follow-up with a referenceComparable case from the industry
- Day 10Concrete offer by emailShort, with one clear question
- Day 14New approache.g. offering an analysis
- Day 21New hookA current signal instead of a reminder
Before, during and after the trade fair, via LinkedIn
This is how we worked for bms: the trade fair campaign ran on LinkedIn. Only when a new topic came up did we switch to email.
- −3 weeksConnection request referencing the fairLists segmented by solution
- −2 weeksMeeting offer at the boothSpecific topic, 20 minutes
- −1 weekConfirmation and agendaMeeting firmly in the calendar
- Trade fairConversation on siteBooking meetings at the fair too
- +3 daysFollow-upReferring to the conversation
- New topicSwitch to emailOnly when there is a new reason
Two messages to a confirmed meeting
With a clearly industry-specific hook, a single channel is often enough. Example from banking: connection request with a concrete reference case, reply after two minutes.
- 16:17Connection request with a reference caseWERO integration at a financial service provider
- 16:19Contact's reply“Are you free on Friday?”
- 17:07Subject-matter expert brought inInvitation for Friday sent
- FridayMeetingExpert call with the client
Dormant contacts with genuine news
A contact from the previous year, a precise point of connection and a new development as the reason. In the real example, the meeting was confirmed after 14 minutes.
- TriggerContact from the previous yearEarlier conversation, open question
- 08:30Reconnect by emailWhat has developed since then
- 08:44Reply with proposed timesNeed confirmed
- If there is no responseConnection requestPresence on a second channel
- +10 daysReference caseResult with a comparable client
One buying centre, a trigger per role
This is how we work for BANCOS: every role in the buying centre gets its own reason to talk. Contacts are approached in stages, with pauses in between.
- Week 1TreasuryReason: additional funding
- Week 2Retail bankingReason: new digital product
- Week 3CIOReason: no core banking switch needed
- Week 5Management boardReason: fast business case
- OngoingMonitor signalsNew reason, new contact
From practice
Real conversations from banking and insurance. Names and companies are redacted.
Meeting confirmed without a follow-up
WERO integration · major bankTo an expert call in two days
Agentic AI payments · major bankOngoing results: Critical Software 2–4 qualified decision-maker meetings per month · bms 4–6 meetings per month · BANCOS 2–3 C-level leads per month.
No lead gets lost
Because we reach out in your name, it must always be clear what has happened with each lead and where it stands. Only then does the handover to your team work seamlessly.
What the handover looks like
- BriefingNeed, timing, budget, decision-maker and quotes from the conversation.
- Introduction in the same threadWe introduce your contact person within the existing conversation so the prospect experiences no break.
- Meeting in your calendarWith all notes, straight from the history.
- Feedback loopHow did the meeting go? The outcome flows into the Company Brain.
Sample data. You can see the full history of every lead at any time in the NeoPulse Sales OS.
A no is not the end, it is information
Our clients often test new products, services, markets or target groups. Then market feedback is at least as valuable as the meeting. We store it in a Company Brain set up specifically for you and use it to improve your campaigns step by step.
Everything goes into your Company Brain
For every client we set up a dedicated Company Brain in the NeoPulse Sales OS. There we collect every reply, every call log and all feedback from meetings, tagged by objection, timing, role and competition.
- Sources: LinkedIn, email, calls, meeting feedback
- Only for your engagement, not shared with other clients
The AI spots patterns and makes a suggestion
As soon as feedback accumulates, the AI suggests a concrete adjustment to message, target role, channel or timing, with reasoning and the entries the suggestion is based on.
- Before-and-after comparison of every message
- Nothing is changed automatically
An advisor reviews, you approve
Every suggestion passes through two pairs of hands: your advisor reviews and adjusts it, then you decide. Only then does the new version go out. Try it out.
- Human in the loop, not autopilot
- Every approval is documented
- AI suggestion createdTreasury sequence, message 2
- Reviewed and adjustedAlex · tone sharpened
- Your approvalWaiting for youApproved by youThe new version goes out with the next waveChange requestedYour advisor will get back to you with a new version
The campaign gets better with every wave
The Company Brain grows with every conversation. You see which learnings were adopted and how replies and meetings develop. We review this together in our strategy session.
- Progress per target role and segment
- The knowledge stays with you: learnings, playbooks and messages can be exported at any time
- Briefings available as a management summary for your leadership on request
Simplified views from the NeoPulse Sales OS with sample data.
What we capture from every conversation
Why didn't an account work out?
Instead of crossing accounts off, we ask in our joint strategy session what the reason was and where we can still start.