Intro call
Methodology

How we generate meetings.

From account-based research and the AI relevance check to multi-touchpoint outreach, handover and learning from every conversation.

Account-based research

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.

According to your ICP criteria

Waterfall enrichment from multiple sources

  1. Define ICP and exclusionsIndustry, size, region, roles. Existing customers, competitors and blocked contacts are excluded from the start.
  2. 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.
  3. Complete the buying centreMissing decision-makers per account are added deliberately, instead of only contacting the first person found.
  4. Verify contact dataAdd email and direct dial and verify deliverability before the first message goes out.
  5. Relevance A, B, CEvery contact is scored. Noise such as interns or unrelated roles is removed.
Account-based over time

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
Well above averageReply and meeting rates are clearly above typical outbound benchmarks. For Critical Software, this continuously generates 2–4 qualified decision-maker meetings per month with major banks and insurers.
Example account · Regional bankRelevance A · in progress for 9 weeks · 4 decision-makers
Account-based
Board member, salesWarmed upComment on an expert post
Head of treasuryIn conversationReply on LinkedIn
CIOPausednext contact in 3 weeks
Head of retail bankingMeetingHandover with briefing

Example. This is how the NeoPulse Sales OS shows every target account: buying centre, status per person and next step.

AI relevance check · Beta

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.

1ListYour target list or one we build from databases
2ParametersDefined together, proposed by us: industry, size, role, signals
3AI enrichmentJob ads, press releases, growth, technology, regulation, LinkedIn activity
4ScoreRelevance from 0 to 100, with reasoning per lead
5MethodologyAccount-based, signal-based or scalable, depending on the score
Lead (example)SignalRelevanceChosen approach
Head of treasurySpecialist bank, 400 employeesTender “Digital deposit business”92Account-based 1:1
Head of ServiceHidden champion, mechanical engineeringNew service division announced78Signal-based sequence
Category ManagerFMCG brand, DACHRetail listings expanded61Signal-based sequence
Head of ITInsurer, regionalNo current signals34Scalable approach

Sample data. The AI relevance check is being trialled and developed further together with our first clients.

Multiple touchpoints

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.

Why it works: Combining LinkedIn and email noticeably increases the meeting rate.
  1. Day 0Connection request with industry contextPersonal, no pitch
  2. Day 2Message with a concrete hookProduct or regulatory trigger
  3. Day 6Follow-up with a referenceComparable case from the industry
  4. Day 10Concrete offer by emailShort, with one clear question
  5. Day 14New approache.g. offering an analysis
  6. 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.

Why it works: The trade fair is a natural hook. Meetings are booked in the weeks before.
  1. −3 weeksConnection request referencing the fairLists segmented by solution
  2. −2 weeksMeeting offer at the boothSpecific topic, 20 minutes
  3. −1 weekConfirmation and agendaMeeting firmly in the calendar
  4. Trade fairConversation on siteBooking meetings at the fair too
  5. +3 daysFollow-upReferring to the conversation
  6. 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.

Why it works: A concrete reference case beats any generic outreach.
  1. 16:17Connection request with a reference caseWERO integration at a financial service provider
  2. 16:19Contact's reply“Are you free on Friday?”
  3. 17:07Subject-matter expert brought inInvitation for Friday sent
  4. 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.

Why it works: Someone who was interested before responds to concrete news faster than any cold contact.
  1. TriggerContact from the previous yearEarlier conversation, open question
  2. 08:30Reconnect by emailWhat has developed since then
  3. 08:44Reply with proposed timesNeed confirmed
  4. If there is no responseConnection requestPresence on a second channel
  5. +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.

Why it works: Several contacts per account without anyone feeling pressured.
  1. Week 1TreasuryReason: additional funding
  2. Week 2Retail bankingReason: new digital product
  3. Week 3CIOReason: no core banking switch needed
  4. Week 5Management boardReason: fast business case
  5. OngoingMonitor signalsNew reason, new contact
LinkedIn / email Phone Event or signal

From practice

Real conversations from banking and insurance. Names and companies are redacted.

Email · Reactivation

Old contact, quick yes

Legacy modernisation · insurance group
Us · 08:30Following up on a conversation from the previous year, with a new approach for on-premises environments.
Contact · 08:44We actually have a need right now. Suggested times: today at 3 pm or Wednesday.
14 minfrom the reactivation trigger to the confirmed meeting
LinkedIn · one channel

Meeting confirmed without a follow-up

WERO integration · major bank
Us · 16:17Connection request with a concrete reference case: WERO integration at a large financial service provider.
Contact · 16:19Happy to do that. Are you free on Friday?
Us · 17:07Subject-matter expert brought in, invitation sent.
2messages to a confirmed meeting, in under a day
LinkedIn · follow-up question

To an expert call in two days

Agentic AI payments · major bank
Us · day 1Connection request on a product launch in agentic AI payments.
Contact · day 1Tell me what you'd like to present.
Us · day 2Pointed to a public reference from a conference talk, offered a demo.
2 daysto a confirmed call with the expert

Ongoing 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.

Lead tracking & handover

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.

ResearchedContactedRespondedPre-qualifiedHanded overMeeting
Lead history · Head of treasury · specialist bank
02.10.ResearchedRelevance A · Trigger: deposit business tender
06.10.LinkedIn connection acceptedHande · shared contacts: 14
09.10.Reply received“Topic is relevant for Q1, happy to hear more.”
13.10.Qualification callDavid · need, timing, decision-maker clarified
14.10.Handed over to your sales teamBriefing to M. Weber · meeting 21 Oct, 10:00

What the handover looks like

  1. BriefingNeed, timing, budget, decision-maker and quotes from the conversation.
  2. Introduction in the same threadWe introduce your contact person within the existing conversation so the prospect experiences no break.
  3. Meeting in your calendarWith all notes, straight from the history.
  4. 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.

Insights & strategy

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
Company Brain · Inbox142 entries
LinkedIn
“Topic is relevant for Q2, budget comes in spring.”Head of treasury · regional bank
Timing
Call
Currently uses a competitor, contract until 09/2027Call log David · insurer
Competition
Email
“Please contact our CIO, he decides this.”Retail banking · specialist bank
Role
Meeting
Good conversation, switching core banking is the deal-breakerFeedback from your sales team
Objection

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
Suggestion · treasury sequenceAI
Pattern detected6 out of 9 treasury contacts name switching core banking as an obstacle.
Before“… launch a new savings product in a few weeks.”
Suggestion“… offer a digital savings product without switching your core banking system.”
View sources (6)Send to advisor for review

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
Approvals1 open
  1. AI suggestion createdTreasury sequence, message 2
  2. Reviewed and adjustedAlex · tone sharpened
  3. Your approvalWaiting for you

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
Learning progressSample values
38Learnings
11Adjustments approved
6Objections answered
Wave 13,9 %
Wave 25,8 %
Wave 37,9 %
Company Brain maturity
68 % · ICP, objections, messages per role
Export knowledgeManagement summary

Simplified views from the NeoPulse Sales OS with sample data.

What we capture from every conversation

ObjectionsTiming & budget cyclesWho really decidesCompetitors in useVerbatim quotesWhich message works

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.

Wrong timing→Follow-up timed with the budget cycle
Wrong person→Another role in the buying centre
Message misses the mark→New hook, new test
No need today→Signal monitoring instead of silence
Competitor in place→Note the contract term, reactivate deliberately
That is exactly what separates consulting from a lead-gen agency that only counts meetings.