B2B campaign intelligence

From prospect research to the right next action.

Presage connects verified prospect research, repeatable campaign strategy, evidence-based personalization, controlled delivery, and engagement signals in one human-reviewed workflow.

AI assists with context and next steps. People review the claims, messages, and actions.

Illustrative product preview
Research workspaceNorthstar account list
Imported leads24
Research complete18
Ready to review7
Research progress18 of 24 leads
EM
Elena MartinOperations Director
JC
James ChenCommercial Lead
SM
Sofia MalikManaging Partner
Research complete5 sources

Northstar Industrial Systems

Specialist manufacturer supporting warehouse automation and industrial operations across Western Europe.

QualificationStrong relevanceOperational growth aligns with the proposed workflow.
Outreach preparationDraft ready for review

The research gap

Lead research should not consume the selling day.

Prospect information rarely arrives ready to use. Teams lose time collecting context, deciding whether a lead fits, and documenting what they found.

Without a shared workflow

Manual research

  • Prospect data sits in disconnected spreadsheets.
  • Company context is spread across public sources.
  • Research depth changes from one lead to the next.
  • Missing context produces generic message drafts.
  • Notes are copied between tools with little history.

With Presage

Structured research

  • Imports follow a consistent, trackable process.
  • Relevant public context is organized per lead.
  • Qualification notes make fit easier to review.
  • Outreach angles are grounded in business context.
  • Sources and processing history remain visible.

From list to context

Do the thinking before the outreach.

A clear research record helps teams make better decisions about who to contact, why the conversation matters, and what to say.

Understand the prospect

Bring company information, role context, and relevant public business signals into one structured view. Start from shared evidence instead of scattered tabs.

Qualify the opportunity

Record why a lead appears relevant and where uncertainty remains. Review fit against your own criteria before deciding what happens next.

Prepare a relevant conversation

Turn the research into a practical outreach angle and an editable first draft. The user reviews, adjusts, and approves every message.

How it works

One accountable path from research to response.

Research the account, apply an approved playbook, personalize the business argument, then interpret eligible clicks and replies with human judgment visible.

  1. 01

    Research

    Import prospects and turn public company and contact information into structured business context, evidence, and useful qualification signals.

  2. 02

    Build the playbook

    Define the campaign objective, audience, offer, desired outcome, message policy, and the approved positioning Presage should apply.

  3. 03

    Personalize

    Generate reviewable messages adapted to each prospect, using relevant company context and approved technology signals when enabled.

  4. 04

    Act on engagement

    See qualifying clicks and supported inbound replies in campaign context, understand apparent intent, and review the most appropriate follow-up.

Explore the complete workflow
NEW

Presage campaign intelligence

Research. Position. Learn what happened next.

Presage now connects Campaign Playbooks and technology-aware personalization with opt-in click signals, supported inbound replies, and reviewable next actions.

Explore Presage

Capabilities

From research evidence to a reviewable next action.

Presage keeps prospect context, campaign strategy, personalized drafts, and engagement signals in one accountable workflow.

CSV and LinkedIn data import

Bring in structured CSV records or eligible LinkedIn connections after a separate, explicit portability authorization.

Prospect and company research

Organize relevant public business context, technologies, and supporting sources around each contact.

Campaign Playbooks

Apply a repeatable strategy built around the objective, audience, offer, message policy, and approved positioning.

Technology-aware positioning

Turn an approved technology signal into a relevant complement, integration, alternative, migration, optimization, or consulting angle.

Human approval

Review and edit each generated message before explicitly approving it for use.

Personalized campaign drafts

Prepare evidence-backed email or eligible LinkedIn message drafts that remain editable and reviewable.

Controlled email delivery

On Professional and Enterprise plans, connect Resend, SendGrid, Mailgun, Postmark, Amazon SES, Brevo, or Mailjet for controlled delivery.

Click and reply intelligence

Connect eligible clicks and supported replies to the right recipient and campaign, then prioritize the next action.

Responsible use

Better research, not more noise.

Presage is designed for relevant, deliberate B2B outreach—not to maximize message volume or remove human accountability.

  • Research is based on relevant, publicly available business information.
  • Users remain responsible for checking the accuracy and relevance of the record.
  • Campaign creation and draft generation never send a message automatically.
  • Every campaign email requires an approved draft, a recipient review, and explicit send confirmation.
  • Sending limits, suppressions, and organization-scoped unsubscribe links apply to email delivery.
  • Use must follow applicable laws, data protection duties, and platform terms.

Built for focused B2B work

Useful wherever research quality shapes the conversation.

The product fits teams that work with considered account lists and need context before contact—not high-volume, indiscriminate messaging.

01

B2B founders

Research a focused account list before founder-led outreach or discovery calls.

02

Independent consultants

Understand a prospect’s situation before proposing a useful and credible conversation.

03

Sales and business development teams

Apply a consistent research standard across lead lists while keeping review with the team.

04

Specialist agencies

Prepare context-rich outreach for defined markets, roles, and service offerings.

05

Technical service providers

Connect public business signals with the operational problems their expertise can address.

Turn campaign context into the right next action.

Research prospects, apply a repeatable playbook, personalize the business argument, and act on engagement without handing over human judgment.