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Relevant and Personalised Pipline Generation
Relevant and Personalised Pipline Generation
Ed Moore avatar
Written by Ed Moore
Updated over a month ago

PG:AI helps sales teams automate account, persona, and prospect research to generate relevant, personalized outreach that speaks directly to a prospect's key initiatives and challenges.

Why Relevance & Personalization matter

Relevant and Personalised pipeline generation is essential for making a strong impact and building trust with prospects in the early stages of a sale cycle.

Maximize response rates

  • Outreach that speaks to a prospect's unique situation increases response rates and drives meaningful conversations.

Get Access to the Right Stakeholders Faster

  • Addressing pain points directly increases the likelihood of engaging additional stakeholders early, boosting pipeline velocity.

Build Trust & Credibility

  • Demonstrating a deep understanding of a prospect's business creates trust and positions you as a reliable partner.

Effective Communication

  • Tailored messaging resonates with prospects, ensuring your solution feels relevant and impactful. Generic outreach often leads to poor engagement and missed opportunities.


What you gain

  • Deep understanding of the prospect's situation from day one.

  • Increased credibility and trust from the first touch point.

  • Personalized engagement that creates urgency.

  • Faster Pipeline Movement and higher response rates.

  • Time-saving automation for pipeline generation


Example

You are targeting the VP of Software Engineering at Barclays for a DevOps software solution. Before reaching out, you need to research:

  1. Barclay's digital strategies and risks.

  2. Key initiatives that align with your products value.

  3. Relevant case studies and use cases.

Your email structure might look like this:

  • Line 1: "Hi {{contact name}}"

  • Line 2: Mention a key initiative or observation you can help with.

  • Line 3: Ask a question to open the conversation ("e.g. have you conisdered potential outages from consolidating your platforms into one?")

  • Line 4: Short pitch of your solution with a relevant case study.

  • Line 5: Include a call to action.


Using PG:AI for Pipeline Generation

PG:ai provides all the relevant insights you need to create relevant, personalised out reach.

Overview Tab

  • Digital Strategies

  • Risks

  • Goals

Engage Tab

  • Value Pyramid (key domain related initiatives)

  • Three Whys

  • Persona Initiative Value Cards (e.g. software engineering leaders)

Contact Tab

  • Contact List

  • Contact Experience & Inititiatives

  • Use cae alignment

Pro-Tips

  • Content settings: Create custom email templates that automatically enrich outreach with company and persona-specific information. (link here)

  • AI Assistant: Ask PG:AI for guidance on personalised outreach. For example, "What initiatives should I reference when reaching out to a VP of engineering?"

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