Targeting
Build and enrich a list on explicit, verifiable criteria.
Use case — Prospecting & CRM
Prospecting: from targeting to CRM follow-up.
Targeting, qualification, sequences, CRM updates: repetitive work where AI can prepare and accelerate, provided a human keeps the message that commits. The diagnostic says precisely where AI helps—and where it must remain assisted.
Typically for a sales or marketing team of 20 to 300 people.
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EXAMPLE · fictional data
prospecting · example
TargetingQualificationSequenceFollow-up
01 — The workflow
The workflow, as it actually happens.
Qualification
Prioritise accounts by potential and timing.
Sequence
Prepare consistent, personalised and traceable messages.
CRM follow-up
Keep the CRM current and trigger the right follow-ups.
01
Where AI genuinely helps
On enrichment, prioritisation and preparing message drafts: giving salespeople time back for the high-value conversations. A human approves before anything is sent.
EXAMPLE · fictional data
assistance · example
DraftHuman reviewSend
02
Where humans keep the hand
The message that commits, the negotiation, the strategic account: those exchanges stay human. The diagnostic writes these limits down instead of promising fully automatic prospecting.
EXAMPLE · fictional data
scope · example
Assisted01Supervised02Human03
03
How the diagnostic scores it
Each step is assessed by our proprietary scoring methodology—impact, feasibility, risk and full cost—to produce a verdict per task, challengeable and documented.
EXAMPLE · fictional data
scoring · example
Impact86
Feasibility72
Risk41
Confidential · EN / FR · on request
Start with the verdict.
Show us the work slowing your teams down. We will tell you plainly whether it deserves an AI solution.