Intelligent B2B prospecting: from the right companies to the right decision-makers, all the way to the sales meeting
We start by finding and prioritizing the companies with the highest potential for your business. Then we identify who makes the decisions there and reach those people with targeted campaigns. Every response is qualified with artificial intelligence and delivered to your sales team on their phone, with a clear deadline and follow-up until the deal closes.
What your business gets
The focus is on sales results: knowing exactly which companies to go after, talking to the people who decide, and never leaving an opportunity unanswered.
How it works, end to end
Three blocks and six connected stages. People step in only where they add value: validating, deciding and selling.
Target accounts
Starting from your Ideal Customer Profile, we search public business databases and commercial intelligence platforms, then filter and prioritize the companies.
ICP + dataDecision-makers
In each target account we identify the people who decide or influence the purchase, by title and function, and link each company to its LinkedIn page.
Buyer personasTargeted campaign
LinkedIn ads shown only to professionals at your target accounts. The decision-maker responds without leaving the platform, answering 3 qualifying questions.
Account-Based MarketingIntelligent triage
Every response lands in the CRM. AI confirms the company is in your target universe, scores the lead with a traffic light and sets the priority.
AI + rulesHand-off to the team
The sales director gets the full profile on WhatsApp and by email, and keeps the lead or assigns it to a rep with one tap.
WhatsApp + emailFollow-up to close
Deadlines, reminders, meeting, outcome by voice note and next step. Everything in the CRM and the executive dashboard.
Automation + AIBlock 1 · Prospecting: we start by choosing well
Before spending a dollar on ads, we build with you the map of the companies and people worth pursuing. This is where lead quality is decided.
Together we define the industries, size, revenue, location and need signals that describe your best customers.
We cross-reference public business databases and commercial intelligence platforms to find every company that fits the profile.
We remove competitors, public entities and low-potential cases. The rest are ranked by priority, with your sign-off.
In each account we identify the titles that decide and influence, and connect the company to LinkedIn and the CRM so incoming leads are recognized automatically.
Block 2 · Activation: reach decision-makers and capture interest
With target accounts and decision-makers approved, the campaign shows your offer only to the people who matter. No wasted reach.
Target accounts become a LinkedIn audience, filtered by country and job function. The ad is shown only to professionals at those companies.
Image and copy written for the decision-maker, with a clear offer such as a free assessment.
The decision-maker responds without leaving LinkedIn: pre-filled details, 3 qualifying questions and explicit consent.
Daily spend and a total cap agreed with you. The campaign never exceeds what was approved.
Block 3 · Conversion: qualify with artificial intelligence
AI works behind the scenes to research, filter, identify and record. Sales decisions stay with your team.
Support in classifying companies against the profile, spotting competitors and matching companies, groups and LinkedIn pages.
Every lead is scored, and competitors, vendors, job seekers and spam are intercepted.
A 5-step chain: email domain, CRM, LinkedIn page, name similarity and AI. If there is no match, the lead goes to a human decision. It is never lost.
The rep describes the meeting in a voice note. AI transcribes it, extracts the outcome and next step, and asks for confirmation before saving.
Privacy by design: the qualification AI receives only objective signals and professional data, never personal contact details.
Block 3 · Conversion: deliver and follow up on the sales director's phone
No new apps, no training. The team works in the WhatsApp and email they already use; the system does the rest.
- Full profile: company, person, title, contact details, interest, priority and lead history
- Action buttons: take the lead, assign it, log the outcome
- Simple commands: summary, help, support
- Reminder before the deadline and escalation if it is missed
- Daily summary of what needs action today
🏢 Company: Example Industries, Inc. · New York, NY
👤 Contact: Emily Carter · VP of Operations · decision-maker
🎯 Interest: Cost reduction · next 30 days
ℹ️ Profile: High priority · 🚦 🟢 Good to go
👉 Contact or assign by Wed 1:00 PM.
Illustration with fictitious data.
Executive dashboard: results at a glance, any time
A private web page with login, updated automatically. Leadership sees how the program is performing without asking for reports.
Leads received, qualified, delivered, with meeting, with proposal and won, by campaign.
Media spend, cost per lead and cost per meeting, so you know where to double down.
First-contact SLA compliance, time to first contact and meetings booked per rep.
Which accounts have shown interest, lead quality by company and triage traffic light.
Lead-level detail only for authorized users; the overview shows aggregated figures.
Platforms and technology
Proven, auditable market tools, connected by a custom automation layer.
| Layer | Technology | Role in the service |
|---|---|---|
| Prospecting | Public business databases and commercial intelligence platforms | Identify, filter and prioritize target accounts and map decision-makers |
| Activation | LinkedIn Campaign Manager, Lead Gen Forms | Target account audience, ads and native form with consent |
| CRM | HubSpot CRM | Companies, contacts and deals; full pipeline and history |
| Orchestration | n8n (cloud) | Workflows that connect every piece: triage, hand-offs, deadlines, commands, summaries |
| Artificial intelligence | OpenAI models via API | Traffic light, company recognition, voice note transcription and interpretation |
| Communication | WhatsApp Business Cloud API (approved templates) and email | Lead delivery, action buttons, reminders, escalation and daily summary |
| Visibility | Executive web dashboard with login | Funnel, costs, team SLAs and account coverage, updated automatically |
| Control | Configuration panel, execution logs, support log | Maintenance mode, deadlines, business hours and holidays, reconciliation and alerts |
Controls that protect your business
A prospecting program is only useful if it is reliable. Every risk has an automatic control and an owner.
Approved target accounts
The company list and decision-maker map are approved by you before any media spend.
Daily reconciliation
Every day the system compares leads received with deals created. Any gap triggers an alert.
Business-hour deadlines
Deadlines counted in business days and hours, including holidays. Reminder before, escalation after.
Privacy and consent
Explicit consent in the form, a linked privacy policy and minimal data at every stage.
Tested before launch
End-to-end testing without touching your real team: everything is routed to PZ Advisors until sign-off.
Full traceability
Every lead's journey is recorded: received, triaged, delivered, contacted, meeting and outcome.
Pilot phases
A controlled launch with a capped budget and decisions based on real data.
- Ideal Customer Profile
- Prioritized target accounts
- Decision-maker map, approved by you
- Audience, creative and form
- CRM and team configured
- End-to-end test
- Campaign with a budget cap
- Team onboarding
- Daily monitoring
- Executive dashboard with cost per lead and per meeting
- Lead quality by account
- Scale, adjust or stop
PZ Advisors handles
- Prospecting and prioritizing target accounts from your ICP
- Mapping decision-makers in each account
- Campaign, audience, ads and form
- End-to-end automation, AI and integrations
- Online executive dashboard with results
- Testing, launch and monitoring
Your company provides
- Ideal Customer Profile (ICP) and value proposition
- Approval of target accounts and decision-maker map
- Access to the company page and ad account
- Contacts for the sales director and team
- Pilot media budget
Ready to know which companies to go after first?
A short pilot with a capped budget that starts with your target account map.