Somewhere along the way, we decided the cure for ignored sales pitches was to prove we’d looked somebody up.
You mention their college, compliment a LinkedIn post, or find a podcast they appeared on and tell them how much you enjoyed it. Then you slide into the pitch, preferably with an AI tool doing the homework so you can perform this little ritual a few hundred times before lunch.
I understand the attraction. You’re trying to get a conversation started, and somebody has assured you that personalization is how you get past the resistance.
But think about what happens on the receiving end.
When a stranger mentions where I went to school, and I’m supposed to feel some warm glow of connection that’s going to make me want to discuss their software?
Mostly, I’m thinking, “okay, here comes the pitch.”
You’ve researched my title and found a fact about me, but if you expect any response other than “no,” “not interested,” “get lost,” “take me off your list” or “**** off”, you’d better have done enough homework to ask about a problem that actually makes sense in my business.
The Missing Five Minutes
get calls all the time from people who have discovered that I’m a chief revenue officer.
Apparently, those three words are enough to put me into campaigns about RevOps, sales management, and getting more productivity out of my sales team.
There’s only one problem…
…I’m the CRO at a small marketing agency under 10 people. We work with SaaS companies, but our business bears very little resemblance to the software company these folks seem to have in mind.
They call and immediately start probing for the problems their product solves. When I explain that we can’t use what they’re selling, they ask, “Well, what does your sales team do today?” And I tell them, “You’re talking to ‘them.’”
A five-minute look at LinkedIn and our website would have told them what we do, roughly how big we are, and whether there was a reason to call.
I can see how it happens. Their CRM serves up a list built around job titles, and somebody hands the salesperson a dial quota. I’d like to think company size and industry figured into the research, but the calls I get don’t support that theory.
Spending five or ten minutes checking an account becomes an obstacle to hitting the number. Calling me counts as activity, even if a little homework would have taken me off the list.
The very first thing I learned in sales training was that you cannot afford to spend time with prospects that cannot buy from you. Yet, when outreach lacks context and relevance, your numbers are going to be terrible, however impressive the call count looks.
You’re spending sales time discovering things that should have disqualified the account before anybody picked up the phone.
Direct Response Marketers Couldn’t Afford to Guess. Today, Neither Can You.
Direct response marketers had a financial incentive to get this right. They were paying for printing, postage, and access to mailing lists. Choosing the wrong audience could mean losing their asses before they ever got a chance to improve the headline.
Brian Kurtz discusses the old 40/40/20 rule in Overdeliver: 40 percent of a campaign’s success depends on the list, 40 percent on the offer, and 20 percent on the copy or creative. The percentages are a working principle, but the lesson holds: a beautifully written pitch still needs the right audience and an offer that audience cares about. www.briankurtz.net
So they rented lists of people who had already bought, then examined what those people had purchased and which offers they had responded to. Buying behavior in a relevant category helped them reduce the guesswork before spending money on a campaign.
We have different evidence available in B2B, but we should apply the same discipline.
An industry, employee count, or job title can help establish who might qualify and be put on a short list. But you still need to investigate whether the business actually fits and whether there’s a reason to approach it now.
Remember “why you, why now?”
Yeah, that still applies.
Give Yourself a Reason to Reach Out
Of course, as a marketing agency, we build ICP lists both for ourselves and our clients.
For our own marketing, we typically identify software companies in the United States with 50 to 250 employees or extend that to 500.
That gives us an audience to work with, but the next step is not to start calling and emailing down the list.
It’s way too inefficient and soul crushing to spend the day interrupting people and trying to drag them out of fight-or-flight just to get them interested in what I'm talking about.
Instead, we put useful content about those problems in front of the audience and look for engagement. When someone starts clicking on our social media posts, advertisements, articles, or other content, I research the company to see what might explain their interest.
One of my most recent client opportunities came from doing exactly that. A woman had been clicking on some of my articles, and when I looked into her company, I saw that they were promoting a new product.
That made me wonder whether she was getting pressure to generate leads for the sales team while the market was still learning about the offering. I reached out about that possibility, and she responded right away.
Her clicks gave me a reason to investigate. The product promotion gave me enough context to anticipate a problem worth asking about. But I still needed her to tell me whether or not my assumption was correct (did she have that problem now and was it worth solving?)
That’s how you begin establishing problem agreement: make an informed observation and ask whether it reflects what the person is dealing with.
AI Can Help You Find the Accounts Worth Researching
AI gives us a way to do more of that homework before anyone reaches out. It can help check whether a company belongs in the ICP at all, then search for changes that could create a need for what we sell.
That’s where Alpha signals come in. These are observable clues that conditions associated with a customer’s problem may be developing elsewhere. If your customers often needed help generating pipeline after expanding their sales teams, for example, that hiring pattern gives you something specific to investigate.
Customer research helps you decide which conditions matter. AI can then look across your target accounts for evidence of those conditions and show you the sources behind its findings. Content engagement can add another clue, although you can also investigate an account before anyone clicks.
This can remove a lot of guesswork from deciding where to spend your time. You have evidence to examine before making the call, rather than a title and a script for fishing around until you uncover a problem.
You still need to check the findings. Two companies adding salespeople may have very different pipeline situations, and the research may tell you to leave one alone. AI can narrow the search and reduce the legwork; understanding the account well enough to approach it still requires judgment.
The direct response marketers would have understood the economics perfectly. A little research that prevents wasted outreach belongs in the budget, even when it produces fewer names to call.
If you’d like help applying that discipline, take us up on our GTM Analysis. We’ll look at your targeting, content engagement, and account research to see where stronger evidence could help you start more qualified sales conversations.




