Apollo across
your lead journey.

One platform operating at every layer of the lifecycle, from the first anonymous visit to closed-won and beyond.

Prepared for
Power Digital Marketing
Presented by
Kerri Ann Fahey, Allan Cheow
Renewal horizon
June 2, 2026

Your Apollo footprint is already a serious outbound engine. The next compound moves sit above and below it.

Twenty-two months in, Power Digital runs one of the most active Apollo sequencing programs in its segment. The question is no longer whether the foundation works. It is which adjacent layer extends it next.

Situation
Apollo owns your engagement surface.
49 active sequences, 312,378 contacts added in the last 60 days, 29 of 30 days active. This is the foundation.
Complication
The layers above and below Apollo are fragmented.
Identification, scoring, research, CI, and writeback live across separate tools. Signals drop between them.
Question
Can one platform hold the whole lifecycle?
Not replace every tool. Plug into every stage. Write every signal back to Salesforce as the single source of truth.
Answer
Apollo already operates at every stage. Turn on the adjacent layers.
Foundation enrichment. Live AI research. Real-time scoring. The same platform, earlier and later in the journey.

Active sequences
49
Industry baseline: 2–3 per rep
Contacts L60D
312,378
In sequence, not bulk
All-time emails
285,957
273 meetings set
Daily active
29 / 30
Habitual team use

The journey is already seven stages long. Apollo is at four. We propose to operate at all seven.

Key message
The compound math lives in stages 1, 2, 6, and 7. Not where you are already at volume.
01
Attract
Unknown prospect, not yet on your site.
TAM · Lookalikes · Saved views
02
Identify
Anonymous traffic becomes a named contact.
WVT · Form enrichment
03
Qualify
Does the contact match your ICP?
AI scoring · Personas · Intent
04
Engage
Your strongest surface today.
Sequences · Dialer · Workflows
05
Convert
Meeting through closed-won.
CI · Pre-meeting · Call summary
06
Retain
Post-close nurture and signal capture.
Job change · Account signals
07
Expand
New personas at the same account.
Workflow triggers · Lookalikes

Apollo already covers stages 3, 4, 5 at volume. The compound math lives in 1, 2, 6, 7.

Sequencing is solved. Your team runs the engagement layer at power-user scale. The gap is signal. An anonymous visitor today becomes a company-level identification. A form submission fills three fields. A contact reaches a sequence without a fit score attached. Every one of these is a place Apollo plugs in without displacing what you have.

Six layers. All writing to Salesforce.

Key message
Stickiness compounds when every new layer writes its signal back to the CRM of record.

Each layer feeds the one above it. Data powers scoring. Scoring powers engagement. Engagement powers intelligence. Every signal lands in Salesforce as the single source of truth.

Apollo brand system · Beams motion
01
Data foundation
275M verified contacts. 30M companies. 200+ filters. Waterfall enrichment across 18+ third-party sources. 65+ fields from an email alone.
Foundation
02
AI intelligence
AI Context Center powers seven features. AI Research generates 60-second briefs. AI Lead Scoring ranks in real time. AI Personas qualify against your ICP.
Intelligence
03
Signal & identification
Contact-level website visitor tracking. Bombora intent topics. Form abandon triggers. Job change detection. Inbound routing.
Signal
04
Engagement
Multi-step sequences. Parallel dialer. Mailbox rotation. Workflow automation. Chrome Extension overlays the rep's existing surface.
Engage
05
Conversation intelligence
Call recording. Transcription. AI pre-meeting insights. AI call summaries. Auto-population of Salesforce custom fields.
Convert
06
Analytics & writeback
Sequence analytics. Deal analytics. Rep leaderboards. Every touchpoint writes to Salesforce Contact, Account, Opportunity, and Activity objects.
Stick

Better data is the single multiplier every other layer depends on.

Key message
A 45% bounce reduction is not a product feature. It is every other AI output getting sharper in the background.

Apollo's waterfall checks eighteen-plus third-party sources in cascade. Fall through for email, then phone, then technographic. The output is a single match request with the highest available hit rate. Your 49 sequences already run on this; the rest of the stack uses the same pipes.

5% more emails. 7% more phones. 45% fewer bounces. These compound.
Enrichment waterfall surface

What Apollo delivers

275M
Verified contacts
30M
Companies, continuously updated
200+
Search filters
65+
Fields from an email alone

Integration surfaces

Into Salesforce

CRM Enrichment syncs verified contact and company data back. Records stay current. No manual data hygiene.

Into Chili Piper

Form enrichment fills qualifying fields before the prospect hits Chili Piper's scheduling surface. Cleaner routing, fewer bad meetings.

Into Apollo workflows

Enrichment actions run inside the Workflow Engine. Triggered by signal, scored against ICP, routed into sequences. One object model.

Your team already asked for this. One user activated AI Research on April 13.

Key message
The trial activation tells you demand exists. The rollout turns demand into a daily habit.

That activation is the signal. We treat it as a first data point. The structure below gets five reps working with AI-generated briefs every day, before pre-call prep becomes the bottleneck.

Apollo AI surfaces · Dark / Light
A single brief contains

Company snapshot

Size, industry, recent news, tech stack, funding.

Contact context

Role, tenure, seniority, past titles, likely priorities.

Signal trail

Website visits, intent spikes, job changes, previous touches.

Talking point

Pain-point-to-product map sourced from your Context Center.

Sixty-second read. Before every call. Grounded in your voice.

Across the seven-stage journey, AI Research fires at every inflection: qualify handoff, pre-call prep, pre-meeting, post-meeting synthesis, job-change alert, expansion-persona surface.

Ranking the list before the rep opens it.

Key message
Scoring is the routing decision. It runs before the rep opens the app each morning.

A custom model reads your Salesforce closed-won history and your Apollo data. Every contact and account carries a real-time score against ICP fit, behavioral signal, and likelihood to convert. Routing flows from the score, not from the gut.

I
Model inputs
Salesforce closed-won history + Apollo firmographic + technographic + intent + behavioral signal
Training
II
Score surface
Contact and Account records, live in Apollo search and on the Salesforce custom field
Live
III
Routing
Threshold-based. Scored 70+ flows into sequences first. Below-threshold holds in nurture.
Action
IV
Refresh cadence
Real-time on contact update. Weekly full rescore. Monthly model recalibration against new outcomes.
Continuous

Your 20-minute morning list-building ritual becomes a one-sentence query.

Marco's SDRs open Apollo at 8:30 AM and see the top-scored contacts first. Jessica's weekly cadence reviews team performance against scored-high segments, not raw volume. The scoring writes to Salesforce, the model retrains itself on closed outcomes, and the compound loop begins.

Company-level is a start. Contact-level is where meetings come from.

Key message
Identifying who visited turns inbound from a list of companies into a list of people with routing attached.

Today your inbound surface knows an account visited. We propose it also know who visited. Apollo's contact-level WVT pairs with form enrichment, inbound routing, and intent signal to surface a named person your team can reach, not a company string.

Contact-level WVT
Beta, February 2026
De-anonymizes individual contacts from web traffic, not just companies. Routes directly into Salesforce with ownership and persona.
Form enrichment
65+ fields from email
Shortens your forms. The prospect submits an email; Apollo fills the rest. Chili Piper receives a fully qualified lead.
Inbound router
Territory & rules
Routes by territory, size, industry, CRM owner, custom rules. One routing link manages distribution across the team.

Bombora intent
6–12 topics per plan
Third-party intent across thousands of B2B sites. Tells you what a company is actively researching.
Form abandon trigger
Warmest leads
Captures prospects who started but did not submit. Routes into a re-engagement sequence automatically.
Job change detection
Your next conversation
When a key contact moves, Apollo enriches the new company and queues the outreach.

Your strongest surface today. The layers above feed it.

Key message
The layers above feed engagement. Engagement is where every uplift lands visibly.

This is where your 49 sequences live. Where your team already spends the day. The adjacent moves make each sequence sharper, each dial more consequential, each automation run without a ticket to engineering.

Apollo product surfaces · The engagement engine

Sequences (49 active)

Multi-step, multi-channel. Email, phone, LinkedIn, custom action. A/B testing native. 312,378 contacts added in L60D.

Dialer (trial active)

Click-to-call, power dialer, parallel dialer. Every call writes to Salesforce Activity on the right Contact and Opportunity.

Workflow engine

Triggers on form abandon, job change, intent spike. Fires actions. No engineering tickets.

AI sequence writing

Drafts sequences in your voice, sourced from the Context Center. A/B test against human-written control weekly.

Deliverability suite

SPF, DKIM, DMARC. Mailbox rotation. Inbox placement. Your team already runs the warmup infrastructure.

Chrome extension

Apollo follows the rep into Gmail, LinkedIn, Salesforce, Calendar. One-click enrollment from any surface.

Apollo CI runs pre-stage two. Gong keeps the forecast.

Key message
Two surfaces. Two call cohorts. No overlap. Each one sharpens the other.

Apollo CI captures disco-to-demo signal that your forecast-tier tool does not focus on. It extracts repeatable objections and unanswered questions. It feeds them back into sequence variants and Workflow triggers. Two surfaces, two call cohorts, no overlap.

I
Pre-meeting
AI-generated prep notes delivered via Chrome Extension on Calendar fifteen minutes before the call.
Automatic
II
During the call
Call recording plus transcription. All-party consent flow handled inside Apollo.
Compliant
III
Post-call
AI Call Summary generates decisions and action items. Auto-populates Salesforce custom fields on the Opportunity.
Writeback
IV
Feedback loop
Extracted objections feed Workflow triggers. New sequence variants target the same persona with matching language.
Compound

When every layer is live, one prospect runs this arc. Without it, they vanish.

This is the same prospect moving through the funnel, ten stages, two realities. The column on the left of each row shows what happens today in the current PDM motion. The column on the right shows what the activated stack captures once the interventions on the next slide ship.

Today
1 of 10 stages captured

Apollo is live at the engagement layer. Identification, scoring, research, CI, and expansion signals either drop or live in other tools. The arc breaks after the first touch.

After the 4-week build
10 of 10 stages captured

Every stage writes to Salesforce. Nothing drops. The same prospect moves from anonymous visit to closed-won to expansion signal inside one platform.

Stage 01
Anonymous Visitor

A target account lands on powerdigitalmarketing.com and browses the AI Consulting page for six minutes.

Without the build

RB2B fires an account-level alert with no contact attached and no owner assigned, so the signal dies on a Slack channel.

With the build

Apollo Contact-Level Website Visitor Tracking resolves the visitor to a known contact and pushes them into the matching SDR's queue.

Contact-Level WVT · Bombora intent
Stage 02
Identified Lead

The contact gets added to Apollo from the account's decision-making committee.

Without the build

The record lands in the same static list as 312,378 other L60D adds, with no ICP fit score and no ranking signal attached.

With the build

AI Lead Scoring (trained on PDM's SFDC closed-won) tags the contact with a fit-and-intent score the moment enrichment completes.

AI Lead Scoring · Waterfall enrichment
Stage 03
Scored MQL

The contact crosses PDM's qualification threshold based on fit, title, and recent site behavior.

Without the build

No AI Lead Scoring is active, so every new contact sits at equal priority and reps work oldest-first instead of best-first.

With the build

The contact surfaces at the top of the SDR's scored queue, tagged to the AI Persona that matches their title and industry.

AI Personas · SFDC writeback
Stage 04
Prioritized Lead

An SDR opens Apollo at 9:02am and needs to know who to call first.

Without the build

The rep dials down a flat list. Across 576,619 all-time Nooks dials, the org-wide email-to-meeting rate has held at 0.095% because every contact looks equal in the queue.

With the build

AI Assistant opens to a ranked daily plan with the top-scored contacts, persona-matched talk tracks, and one-click tasks.

AI Assistant · Daily ritual
Stage 05
First Connect

The rep reaches the contact on a live dial and needs context in the next four seconds.

Without the build

Context Center is empty. The rep opens LinkedIn in one tab and the company website in another while the prospect waits on the line.

With the build

AI Research produces a 30-second brief on the account's tech stack, recent news, and pain signals, surfaced in the Chrome Extension overlay.

AI Research · Chrome Extension
Stage 06
Engaged Prospect

A meeting gets booked for next Tuesday and the rep has 48 hours to prepare.

Without the build

The SDR joins the call cold. No agenda pulled from prior touches, no competitive notes, no persona-specific discovery questions.

With the build

AI Pre-Meeting Insights generates an agenda, a competitive angle, and three persona-weighted discovery questions sourced from Context Center.

AI Pre-Meeting Insights · Context Center
Stage 07
Discovery-Qualified Opp

The opp advances and needs a follow-up email within the day.

Without the build

The rep rewrites the same generic follow-up template used on every opp because no variant has been tested against PDM's closed-won patterns.

With the build

AI Email Composer drafts the follow-up using the prospect's own words from the call summary and PDM's closed-won language patterns.

AI Email Composer · AI Call Summary
Stage 08
Active Opp

The prospect pushes back on pricing mid-cycle and goes quiet for nine days.

Without the build

The rep has no signal that the contact changed jobs last week or that a competitor hit their website three times. The deal stalls.

With the build

Apollo Workflows fire on job-change and intent signals. The original Apollo CI call summary (from Stage 07) surfaces the tagged objection for a coached save play.

Apollo Workflows · CI objection replay
Stage 09
Closed-Won Customer

The deal closes and the account moves into onboarding.

Without the build

Closed-won data sits in SFDC without feeding back into scoring. The next 100 MQLs look nothing like the profile that just converted.

With the build

The closed-won record auto-retrains AI Lead Scoring and seeds an AI Sequence Writing variant tuned to the buying committee that signed.

AI Lead Scoring retrain · AI Sequence Writing
Stage 10
Expansion Signal

A champion at the new customer posts a hiring req for three more roles that match PDM's ICP.

Without the build

The req appears in a monthly report two weeks late. Nobody owns the expansion motion and the window closes.

With the build

Workflow automations catch the job-posting signal inside 24 hours and route an expansion play to the AM with a draft sequence attached.

Job-change triggers · Apollo Workflows

Same renewal ARR. More meetings per dollar.

The main pool is on pace. Mobile and Export specialty pools have been fully drawn down. The moves below shift specialty pools from an overage conversation into a signal-driven reload conversation.

Current pool state
Main pool
44.7% used on pace
Mobile credits
Zero remaining
Export credits
Zero remaining

Three moves that shift specialty pools from overage to signal

01 · Waterfall tuning

Apollo's waterfall delivers 45% fewer bounces. Fewer credits burn on contacts the team was never going to reach. Volume stays. Waste drops.

02 · Score-first enrichment

Lead scoring runs before enrichment. Only scored-high contacts pull Mobile and Export credits. Below-threshold contacts hold in nurture.

03 · Context Center

First-pass AI output sharpens. Research briefs and sequence drafts require fewer re-generates. Word efficiency rises with every persona populated.

Four weeks. Foundation first. Your team runs the test. You tell us what compounds.

Week 01 · Apr 22–28
Foundation
Context Center populated. Waterfall audit. AI Research extends to five SDRs.
Jessica owns
Week 02 · Apr 29–May 5
Scoring & qualify
AI Lead Scoring trains on SFDC closed-won. AI Personas defined. Intent topics selected.
Marco owns
Week 03 · May 6–12
Engagement
Dialer trial eval framework with Marco's five-rep cohort. Three workflows built. AI sequence writing live.
Marco & Jessica
Week 04 · May 13–19
Intelligence & writeback
Contact-level WVT demo with Diego. Apollo CI pilot. SFDC writeback validated. Readout to Justin.
Diego & Allan
One platform. Every layer. All the way to closed-won.