The NextRep Process
From Signal to Conversation

We Built the Playbook So You Don't Have To

Deep Context

We combine multiple data layers to uncover insights about prospects that generic AI misses entirely

Encoded Sales Logic

Our platform embeds the outbound processes and behaviors used by the top 1% of sales performers

Proven Structure

Every message follows the winning formula: unique observation → relevant pain → aligned value → frictionless next step

Salesforce Rep Targeting OXIO's New Executive

In this scenario, we're a Salesforce sales rep targeting OXIO's new SVP of Sales & Channels, Robb Robinson

Signal
New SVP of Sales & Channels Hired
Target Contact
Robb Robinson, SVP of Sales & Channels at OXIO
Our Role
Salesforce
Sales Rep
Our Solution
Customer Relationship Management Software
Signal Data
OXIO appoints Robb Robinson as SVP of Sales & Channels
Key Details:
Tasked with leading commercial strategy to drive revenue growth
Focused on developing channel partnerships across North America
Supporting OXIO's expansion of next-gen MVNOs and connectivity experiences
Contact Data
Robb Robinson, SVP of Sales & Channels
Key Details:
27 years of telecom and engineering experience
Previously held senior positions at Sierra Wireless, Lantronix, and Crossbow
Proven track record scaling startups and leading sales organizations
Our Solution Data
Salesforce Partner Community
Key Details:
Secure portal for managing partner ecosystems
Deal registration and opportunity tracking
Shared dashboards for performance visibility
Streamlined partner onboarding and enablement
Unique Observation

Robb's dual responsibilities to grow direct sales while simultaneously building channel partnerships indicates a strategic focus on building parallel revenue streams as OXIO expands

Hypothesized Pain

Robb likely faces the challenge of rapidly establishing an organized partner ecosystem with clear rules of engagement, while ensuring new channels don't conflict with direct sales

Value Proposition

Salesforce Partner Community can provide Robb with a platform to orchestrate OXIO's partner ecosystem, ensuring transparent deal registration and streamlined onboarding —accelerating channel growth while maintaining direct sales momentum

Signal Data
Contact Data
Our Solution Data
Unique Observation
Hypothesized Pain
Value Proposition

NetSuite Rep Targeting Earth AI's New Funding

In this scenario, we're a NetSuite sales rep targeting Earth AI's CFO, Monte Hackett, following their $20M Series B funding

Signal
$20M Series B Funding
Target Contact
Monte Hackett, CFO at Earth AI
Our Role
Oracle NetSuite Sales Rep
Our Solution
Financial Management Software
Signal Data
Earth AI secures $20M Series B Funding
Key Details:
Oversubscribed round led by Tamarack Global and Cantos Ventures
Funding will accelerate AI and drilling technology development
Plans to expand to 50+ projects and 100,000 meters drilling capacity
Contact Data
Monte Hackett, Chief Financial Officer
Key Details:
8 months in role
Previously Managing Director at Guggenheim Partners (investment banking)
Expertise in capital markets, not resource operations
Our Solution Data
NetSuite Planning and Budgeting
Key Details:
Integrated financial forecasting and scenario planning
Automates data aggregation across business functions
Multi-entity support for managing diverse project portfolios
Unique Observation

Earth AI's aggressive scaling targets (50+ projects, 100,000 drilling meters) following their Series B represents a dramatic operational expansion that Monte will likely have a large part in overseeing

Hypothesized Pain

As a CFO with investment banking experience but new to operational resource management, Monte may face the challenge of translating his capital markets expertise into effective financial operations systems that can scale with Earth AI's rapid growth

Value Proposition

NetSuite Planning and Budgeting can help Monte model expansion scenarios, track capital deployment across projects, and generate the detailed financial reporting needed to bridge his capital markets expertise with Earth AI's resource-intensive operational reality

Signal Data
Contact Data
Our Solution Data
Unique Observation
Hypothesized Pain
Value Proposition

Procore Rep Targeting The Garrett Companies’ Recent Job Posting

In this scenario, we're a Procore sales rep targeting The Garrett Companies' Director of Construction, Mike Yozman, following their new job posting for a Director of Preconstruction

Signal
Director of Preconstruction Job Posting
Target Contact
Mike Yozman, Director of Construction at The Garrett Companies
Our Role
Procore Sales 
Rep
Our Solution
Construction Management Software
Signal Data
The Garrett Companies hiring for a Director of Preconstruction
Key Details:
New role to centralize preconstruction processes
Focus on accurate budgeting across multiple markets
Goal to improve bid accuracy and reduce plan discrepancies
Contact Data
Mike Yozman, Director of Construction
Key Details:
15+ years at The Garrett Companies
Held roles in project management and onsite supervision
Proven record managing complex, large-scale projects
Our Solution Data
Procore Preconstruction
Key Details:
Centralized, collaborative platform for preconstruction workflows
Digital estimation and bid management
Automated plan review and issue detection
Historical cost integration for precise budgeting
Unique Observation

The Garrett Companies is establishing a dedicated preconstruction role with a focus on centralizing budgeting and catching plan discrepancies before they affect construction

Hypothesized Pain

Mike, currently overseeing construction, may face operational challenges aligning his teams and processes with this newly centralized preconstruction function, especially without integrated tools for coordination

Value Proposition

Procore Preconstruction can equip Mike with a platform to seamlessly integrate the new preconstruction workflows with his existing construction teams, ensuring alignment, reducing discrepancies, and streamlining the transition to centralized processes

Signal Data
Contact Data
Our Solution Data
Unique Observation
Hypothesized Pain
Value Proposition

Snowflake Rep Targeting Landbase's Recent Acquisition

In this scenario, we're a Snowflake sales rep targeting David Hauser, CTO at Landbase, following their acquisition of LavaReach

Signal
Acquisition of 
LavaReach
Target Contact
David Hauser, CTO at Landbase
Our Role
Snowflake Sales Rep
Our Solution
Cloud Data Warehouse Platform
Signal Data
Landbase acquires LavaReach
Key Details:
Acquisition of AI-powered prospect research tool (LavaReach)
Acquisition completed in just one week
LavaReach co-founders joining Landbase's technical team
Focus on integrating and scaling combined AI capabilities
Contact Data
David Hauser, Chief Technology Officer
Key Details:
4 months in role
Previously led BigCommerce's 250+ global engineering team
Track record of successful acquisition integrations (ToutApp into Marketo)
Our Solution Data
Snowflake AI Data Cloud
Key Details:
Unified platform for integrating and scaling AI/ML capabilities
Seamless data processing across combined datasets
Supports custom AI workflows through Snowpark
Centralized governance for all AI assets
Unique Observation

Landbase's upcoming integration of LavaReach will combine two AI systems with different foundational models (Landbase's GTM-1 Omni model and LavaReach's prospect research intelligence) creating potential data integration complexities

Hypothesized Pain

David is likely responsible for merging both of these sophisticated AI systems, while building a cohesive engineering culture between the teams, all within his first six months as CTO

Value Proposition

Snowflake AI Data Cloud can give David a unified platform to integrate LavaReach's AI capabilities with Landbase's GTM-1 Omni model, enabling his engineering teams to harmonize datasets and scale the combined AI systems while maintaining consistent governance throughout the integration

Signal Data
Contact Data
Our Solution Data
Unique Observation
Hypothesized Pain
Value Proposition

Coupa Rep Targeting Dyne Therapeutics’ Internal Signal

In this scenario, we're a Coupa sales rep targeting Dyne Therapeutics' Head of Procurement, Robert Ciamarra, after finding a CRM note about a previous conversation

Signal
CRM Note About 
Previous Conversation
Target Contact
Robert Ciamarra, Head of Procurement at Dyne
Our Role
Coupa Sales 
Rep
Our Solution
Spend Management Software
Signal Data
CRM Note About Previous Conversation with Dyne’s Operations Manager
Key Details:
Conversation 6 months ago between another Coupa rep and Dyne’s ops manager, Michael
Michael mentioned issues with 10-14 day vendor onboarding delays
Noted lack of centralized system for tracking supplier contracts
Leadership deferred any software changes due to resource constraints and ongoing clinical trials
Contact Data
Robert Ciamarra, Head of Procurement
Key Details:
Started with Dyne 7 months ago
25+ years of pharmaceutical and life sciences supply chain experience
Previously managed $4.5B direct spend at Cardinal Health
Led large procurement teams across multiple global regions
Our Solution Data
Coupa Supplier Management
Key Details:
Centralized supplier onboarding, performance tracking, and relationship management
Automated supplier onboarding via self-service portals
Risk assessment tools for compliance and financial health monitoring
Collaboration features for direct communication and issue resolution
Unique Observation

Bringing on Robert as Head of Procurement, a few months after Dyne's leadership shelved any further conversations regarding procurement software, indicates addressing the issues previously discussed with Michael may still be a priority

Hypothesized Pain

Robert, with his enterprise procurement background, likely faces the challenge of quickly modernizing Dyne's supplier processes without disrupting the sensitive laboratory and clinical operations that depend on timely material sourcing

Value Proposition

Coupa Supplier Management can provide Robert with a solution to cut Dyne's 10-14 day vendor onboarding to hours, centralize contract tracking, and streamline approvals - leveraging his enterprise experience while meeting the agility demands of biotech operations

Signal Data
Contact Data
Our Solution Data
Unique Observation
Hypothesized Pain
Value Proposition

Why This Depth Matters

Feels Authentic

Messages connect directly to prospects' specific situations, not generic templates. They feel personally crafted rather than mass-produced.

Shows Insight

Specific details from prospects' business realities demonstrate genuine understanding. They recognize you've done your homework, not just skimmed a headline.

Sparks Curiosity

Strategic questions invite thoughtful reflection rather than immediate dismissal. Prospects respond because they're genuinely interested, not pressured.

Drives Real Conversations

The outcome isn't a calendar invitation; it's meaningful dialogue about real business challenges. Prospects engage because they see value in the conversation itself.

What emerges isn't a sales blast, it's a series of thoughtful nudges that feel uniquely crafted for each prospect. You're not selling products; you're starting dialogues about their specific business challenges with context that matters.

Step Into the

Future of Outbound

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