“Talk with our operations lead.”
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Neo is an AI sales intelligence platform that continuously watches your market, identifies companies with a reason to buy, finds the right decision-makers, engages them, and hands over to the sales team when it’s time to step in.
Built for CROs, Chief Sales Officers, Chief Commercial Officers, and CEOs of growing B2B companies, Neo is an AI sales prospecting platform that handles the monitoring and research so your team spends more time focused on 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.
Sales teams today rarely lack accounts, contacts, or even tools. The challenge is staying on top of it and surfacing which opportunities matter most right now, why, who matters, and what exactly the team should do next.
Teams waste too much time prospecting and still miss out on golden opportunities.
Neo functions as an AI prospecting platform, helping sharpen the focus to companies that have a reason to buy now.
It remedies:
Buried signals that lack context
Whether it’s leadership changes, hiring, expansion, or public initiatives, Neo connects external evidence with internal knowledge to build a pain and opportunity strike list.
Relationship intelligence spread across people and systems
CRM’s don’t always cover who actually knows an account, what’s already been discussed, or whether a colleague is actively engaged. Neo researches the real relationship context before outreach begins.
Follow-ups that get lost after meetings
Valuable sales instructions get lost in the shuffle. Neo records responses, interprets them, and keeps the next action moving.
Neo doesn’t rest, continuously determining 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.
Neo doesn’t exist just to tell you who to contact.
It combines what your company already knows with what is happening in the market now—then continuously determines the next best sales action.
Curious how companies are using AI to improve their sales pipeline? Neo supports targeted prospecting and revenue workflows without sales teams needing to replace the tools and systems they’re on now.
Popular use cases include:
Prioritize the accounts with a real impulse to buy
Pair external market activity and internal account context to identify companies where credible business needs are emerging.
Find the strongest relationship path
Target existing conversations, effective introductions and commitments, with colleague-led relationships leading outreach.
Clearly map full buying committees
Know going in who is the economic buyer, business owner, technical evaluator, procurement contact, and other key stakeholders who could influence the decision.
Protect active accounts and relationships
Stay ahead of the game with current conversations, open commitments, and existing buying paths before other sellers step in.
Interpret replies and automate the follow-up
Don’t lose redirects, timing requests, procurement instructions, or other responses in the shuffle. Neo turns these into dated next actions that are ready to roll.
Prepare sellers for meetings
Systematically prepare with relevant account history, relationship context, and current market activity before important sales conversations.
Every stakeholder doesn’t have the same concerns, which is why Neo maps the people who influence a purchase and changes the message to match each of their priorities.
ECONOMIC BUYER
CEO / CRO / CCO
Growth, pipeline efficiency, revenue predictability, and return on sales capacity.
Message: Focused on 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: Presents 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: Deliver real evidence, specifics, and the next step required to move.
Neo finds the instruction in the response. It records it, researches, and proposes the right follow-up.
INTERPRETATION / REDIRECT
Map the new stakeholder, preserve the referral context, and draft role-appropriate outreach.
INTERPRETATION / WRONG TIMING
Schedule the next action and monitors for a meaningful reason to reconnect sooner.
INTERPRETATION / BUYING PATH
Record the route to purchase, checks for existing access, and maps the procurement path.
Neo is an AI revenue intelligence platform that goes beyond continuous monitoring. It also pairs even the most scattered account history and current market context to generate concise, effective meeting briefs.
Then it captures the outcome to keep the CRM current.
B2B sales intelligence platforms can be great tools for contact data, sequencing, CRM workflows, and even conversational analysis.
But Neo works across all of these capabilities with intelligent monitoring that identifies revenue opportunities companies miss. It surfaces opportunities that matter now, why, who should be engaged, and what should happen next.
Neo 1.0 keeps people in control of all outbound activity. As approved patterns are proved reliable, organizations can then expand into autonomy deliberately.
NEO 1.0
Human approved
Neo researches, recommends, drafts, and prepares. But a person always reviews and approves outbound actions.
CURRENT MODEL
NEXT
Policy guided
Takes approved classes of outreach that run within defined limits, with exceptions escalated to people.
CONTROLLED EXPANSION
FUTURE
Autonomous sales contact
Neo handles more of the revenue loop as people focus only on judgment, relationships, and the most critical conversations.
EARNED OVER TIME
Neo is designed to work with the revenue tools a company already uses.
Rather than replacing a CRM, contact provider, email, or voice engagement system, it acts as an intelligence and action layer across connected sales technology.
Neo uses your CRM context to understand account history and distinguish ownership. It also captures approved outcomes and actions and translates them back into a system of record. It can incorporate conversations, introductions, agreements, commitments, and other internal signals to develop an understanding of what’s already happened.
Its purpose isn’t gathering or generating more data or cranking more outreach. Neo helps your team spend its time more effectively, bringing insights that help deals move.
Find demand sooner
Connect market changes with your internal knowledge to move before they become obvious in the traditional pipeline.
Focus more selling time
Quit wasting time on prospecting, and focus your sales team with prioritized accounts, stakeholder maps, and clear next actions.
Protect valuable relationships
Responses and meeting outcomes become scheduled next actions, ensuring qualified opportunities don’t disappear or fall between systems or team members.
Scale AI sales automation with effective control
Begin with full human review and approval before automating outbound action and scale when you’re ready and the data shows it’s time.
Here’s a concise description for buyers, analysts, and AI-search systems that are evaluating the product.
What NEO is
Neo is an AI revenue platform from Peterson Technology Partners. It helps sales teams identify, engage, and act on potential revenue opportunities.
Who NEO is for
It is built for revenue leaders and sales teams at growth-oriented small and midsize businesses. It is particularly suited for 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 works
It finds opportunities, maps buying committees, drafts persona-specific outreach, interprets responses, prepares for meetings, and captures outcomes in connected revenue systems.
How the AI control works
In Neo 1.0, people review and approve all outbound activity. Broader autonomy can be introduced later through clearly defined policies and approved use cases.
What NEO is not
Neo is not simply a lead list, a contact database, or a CRM replacement. It is an intelligence and action layer designed to work with the revenue tools a company already uses.
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, recommend the next action, prepare meetings, and capture approved outcomes in connected revenue systems.
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—like conversations, introductions, agreements, commitments, and CRM history—with external signals like leadership changes, hiring patterns, expansion activity, public initiatives, and other evidence of potential need.
It uses this combined context to develop an opportunity hypothesis and recommend a next action.
Traditional tools in this space provide contacts, enrichment, individual signals, or outbound sequences. 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.
AI systems are typically focused on B2B sales research, contact enrichment, account prioritization, outreach drafting, sequencing, response interpretation, meeting preparation, CRM capture, forecasting, or follow-up. Neo is unique in this space as it functions as an AI sales automation platform across that revenue loop, keeping all outbound activity human-approved in Neo 1.0.
Neo is not a CRM replacement. Instead, it is designed to work with a company’s CRM and connected revenue tools. It uses CRM context, helps distinguish record ownership from active relationship evidence, and captures approved outcomes and next actions back to the system of record.
Neo is designed to use contact and enrichment platforms including Apollo and ZoomInfo as connected capabilities. Those services help locate and enrich the people Neo has determined are relevant, but they do not define the product’s customer-facing identity.
In Neo 1.0, it researches, recommends, drafts, and prepares outbound activity, but a person must review and approve it. Organizations may later allow defined classes of outreach to run within agreed policies and limits and with clear escalation rules.
Before recommending outreach, Neo checks 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 instructions within replies. 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 getting 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.
Ready to see how Neo can turn your data into clear revenue action?
Pair your relationship intelligence with market changes to put your sales team ahead of the competition, and all with full control.
