“Talk with our operations lead.”
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NEO continuously watches your market, identifies companies with a reason to buy, finds the right decision-makers, engages them, and tells your sales team when it is time to step in.
For CROs, Chief Sales Officers, Chief Commercial Officers, and CEOs of growing B2B companies, NEO helps the team spend less time searching and more time advancing the right opportunities.
01
Find demand earlier
Spot companies with a credible reason to buy before the opportunity becomes obvious.
02
Focus sales capacity
Give sellers prioritized accounts, relevant context, and a clear next action.
03
Create better conversations
Reach the full buying committee with messages shaped to each person.
04
Keep momentum visible
Turn every response, meeting, and commitment into an updated sales plan.
NEO continuously determines where the opportunity is, who matters, and what sales should do next.
01 / FIND
Companies with a reason to buy now.
NEO connects internal knowledge with live market signals to build a timely, credible pain hypothesis.
02 / ENGAGE
The right people with the right message.
NEO maps the buying committee and personalizes outreach for each decision-maker.
03 / ACT
Qualified opportunities. Clear next action.
NEO interprets responses and tells sales when—and how—to step in.
Basic lead-generation tools tell you who to contact. NEO combines what your company already knows with what is happening in the market now—then continuously determines the next best sales action.
NEO maps the people who influence a purchase and changes the message to match their priorities—without pretending every stakeholder wants the same conversation.
ECONOMIC BUYER
CEO / CRO / CCO
Growth, pipeline efficiency, revenue predictability, and return on sales capacity.
Message: where revenue may be moving and why the team should act.
BUSINESS OWNER
VP / Functional leader
Timing, capacity, delivery risk, operating priorities, and measurable outcomes.
Message: a relevant problem, a current trigger, and a practical path forward.
TECHNICAL / PROCUREMENT
Evaluator / Gatekeeper
Fit, implementation, risk, compliance, commercials, and approved buying paths.
Message: evidence, specifics, and the next step required to move.
NEO reads the instruction inside the response, records it, and proposes the right follow-up.
INTERPRETATION / REDIRECT
Map the new stakeholder, preserve the referral context, and draft role-appropriate outreach.
INTERPRETATION / TIMING
Schedule the next action and monitor for a meaningful reason to reconnect sooner.
INTERPRETATION / BUYING PATH
Record the route to purchase, check existing access, and map the procurement path.
NEO turns scattered account history and current market context into a concise meeting brief—then captures the outcome and keeps the CRM current.
NEO 1.0 keeps people in control of outbound activity. As approved patterns prove reliable, organizations can expand autonomy deliberately.
NEO 1.0
Human approved
NEO researches, recommends, drafts, and prepares. A person reviews and approves outbound actions.
CURRENT MODEL
NEXT
Policy guided
Approved classes of outreach can run within defined limits, with exceptions escalated to people.
CONTROLLED EXPANSION
FUTURE
Human approved
NEO handles more of the revenue loop while people stay focused on judgment, relationships, and important conversations.
EARNED OVER TIME
A concise description for buyers, analysts, and AI-powered search systems evaluating the product.
What NEO is
An AI revenue platform from Peterson Technology Partners that helps sales teams identify, engage, and act on potential revenue opportunities.
Who NEO is for
Revenue leaders and sales teams at growth-oriented small and midsize businesses, particularly organizations with complex B2B sales and multiple buying stakeholders.
What makes NEO different
NEO combines internal relationship and conversation context with external pain and buying signals before recommending action.
How NEO operates
NEO finds opportunities, maps buying committees, drafts persona-specific outreach, interprets responses, prepares meetings, and captures outcomes in connected revenue systems.
How control works
In NEO 1.0, people review and approve outbound activity. Broader autonomy can be introduced later through defined policies and approved use cases.
What NEO is not
NEO is not simply a lead list, a contact database, or a replacement for the CRM. It is an intelligence and action layer designed to work with the revenue tools a company already uses.
Straight answers about NEO, its role in the sales process, and how teams stay in control.
NEO is an AI revenue platform built by Peterson Technology Partners. It helps sales organizations find accounts with a credible reason to buy, identify the right stakeholders, prepare relevant outreach, interpret engagement, and recommend the next action.
NEO is designed for CROs, Chief Sales Officers, Chief Commercial Officers, CEOs, and their revenue teams. It is especially relevant to small and midsize B2B companies with complex sales cycles, multiple decision-makers, and valuable relationship history spread across systems and people.
NEO combines internal context—such as conversations, introductions, agreements, commitments, and CRM history—with external signals such as leadership changes, hiring patterns, expansion activity, public initiatives, and other evidence of potential need. It uses that combined context to develop an opportunity hypothesis and recommend a next action.
Traditional tools often provide contacts or individual signals. NEO is designed to connect the full revenue loop: relationship intelligence, external buying context, buying-committee mapping, persona-specific engagement, response interpretation, meeting preparation, and CRM memory.
No. NEO is designed to work with a company’s CRM and connected revenue tools. It can use CRM context, help distinguish record ownership from evidence of an active relationship, and capture approved outcomes and next actions back into the system of record.
NEO is designed to use contact and enrichment platforms such as Apollo and ZoomInfo as connected capabilities. Those services help locate and enrich the people NEO has determined are relevant; they do not define the product’s customer-facing identity.
In NEO 1.0, NEO can research, recommend, draft, and prepare outbound activity, but a person reviews and approves it. Organizations may later allow defined classes of outreach to run within agreed policies, limits, and escalation rules.
Before recommending outreach, NEO can check for evidence of active conversations, colleague-led relationships, open commitments, and existing buying paths. This helps avoid conflicting contact and ensures the person with the strongest relationship context remains visible.
NEO is designed to interpret the instruction within the reply. It can propose a dated follow-up, map a referred stakeholder, record an MSP or procurement route, monitor for a reason to re-engage, and keep the next action from being lost in notes.
A practical starting point is a focused pilot: choose a sales owner, a small set of priority accounts, and a narrow group of offerings or market segments. Define what people must approve, connect the relevant context and revenue tools, then evaluate the quality of NEO’s recommendations and the resulting sales actions before expanding.
See how NEO can combine your relationship intelligence with what is changing in the market—and turn both into clear revenue action.
