SDR FLOW
Powered by NIEOS
SDR FLOW
Powered by NIEOS
We will provide a redacted sample during your strategy session along with an ICP example. The Dossier page describes the structure of a Dossier, while the Foundation page describes the structure of the ICP.
Strong fit: ~$25,000+ ACV B2B teams of ~10 or more running ABM motions who would prefer their SDRs and sales teams to spend more time selling than prepping and researching; teams that have a defined ICP but need help applying it in real time; teams that have no ICP and are looking to define their ideal customer and positioning; teams looking to define targeting for new product lines; and teams that understand the revenue impact of Tier-1 ABM depth applied to each account.
Weak fit: B2C and pure inbound-only motions; B2B teams with no ICP and no intention of starting with the Foundation.
A lot depends on your sales motion and team size. Schedule a strategy session, and we will map out your scenario and review the fit and ROI with you.
Diagnostic Foundation: ~3 weeks. First Dossiers ship within ~1–2 weeks of Foundation completion. Pilot teams are typically delivering on real accounts inside the first month.
That’s exactly what the Foundation is for. The methodology is built to handle pre-PMF and re-pivot situations, teams who have a working hypothesis but haven’t formalized scoring criteria, persona models, or signal definitions. If you already had all of that, you’d need a platform, not a Foundation.
The Diagnostic is designed for exactly this case: prove the methodology on your data, get 5 seeded Dossiers, decide if the full Foundation is worth it. 100% of the Diagnostic credits toward the Foundation upgrade. See the Pricing tab for details.
NIEOS is a managed Operational ICP system: part strategic engagement, part operating layer, part production engine. We define the ICP, operationalize it inside a live qualification workflow your team runs, and your team produces the deep opportunity read on the prospects that earn seller attention.
Operating Plans are priced around the operating capacity it takes to qualify, prioritize, and activate your market: the workspace, the scoring, the enrichment, the analytics, and your monthly Dossier capacity. The Dossier is the deep, seller-ready opportunity read your team produces once company and prospect fit are established.
Monthly plans run month-to-month after the Foundation is delivered, cancel any time with 30 days’ notice. Annual plans get the discounted rate in exchange for a 12-month term. For operation plans purchased without the Foundation, the minimum commitment is 3 months.
Yes. SDR Flow ingests your existing ICP definition (document, spreadsheet, HubSpot/Salesforce scoring config, or written brief) and calibrates the scorer’s weights to match your fit criteria.
Unused Dossier capacity rolls forward for 30 days, up to one month of plan volume, oldest consumed first. The system is built to qualify broadly first, so that capacity lands on the opportunities worth deeper pursuit. Annual contracts may pool quarterly.
There is a credit tracker and a dashboard that clearly displays how many Dossiers have been exhausted and how many remain. Overage or tier upgrades are available when Dossiers are exhausted.
If a Dossier comes back with missing content in the analysis areas due to an error on our side, we replace it immediately.
Quality is at parity with the leading providers in this category. We multi-source from a curated stack of best-in-class data partners, firmographic, workforce, intent, and contact, and reconcile across them, so coverage and accuracy are stronger than any single-source vendor.
Bring your own data: connect HubSpot or Salesforce, import a CSV, or upload account and contact datasets. Export any of it back out to CSV at any time, with enrichments and ICP scores attached at the row level.
Bring your own keys: AI operations, formulas, and workflows can run on your LLM keys.
Nothing dramatic. Most of it was already yours.
Imported data — yours from the moment you upload it. Exportable any time. No termination needed.
Generated Dossiers — saveable as PDF or printable the moment they’re produced. Yours to keep, contract or no contract.
Foundation deliverables — delivered the moment the Foundation is built. The written ICP definition, persona profiles, qualification playbook, and enablement deck are documents you receive, own, and can use anywhere from day one. Unlike platforms that bury your strategic config inside their UI, our deliverables exist as standalone artifacts.
HubSpot & Salesforce: native OAuth connection. Once connected, workflow automations can push contacts, deals, and custom objects from SDR Flow into your CRM and read records back, including SOQL queries against Salesforce. Useful for syncing ICP scores and Dossier links onto records, or pulling existing accounts in for scoring.
Webhooks available inside workflow automations for custom downstream integrations.
Hosting: DigitalOcean App Platform (US region) with managed PostgreSQL and managed Valkey/Redis. Encryption at rest and TLS in transit are provided by the managed services. Other regions available on Enterprise scoping.
Compliance posture: the platform is architected for SOC 2 / GDPR-style controls, tenant isolation, audit trails on data access, least-privilege roles, change management on production. We are not currently SOC 2 or ISO 27001 attested. Customers who require a current attestation today should plan for that gap; customers who need it on a roadmap can scope it as part of an Enterprise engagement.
Sub-processors: hosting (DigitalOcean), data and intelligence partners, and AI providers. The current sub-processor list is provided under NDA during procurement review.
Tell us about your ICP, your motion, and your team. We'll scope the Foundation, recommend the operating plan that fits, and show how Dossier capacity maps to your reps.