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Customer and revenue operations

From manual prospecting to a focused, evidence-backed pipeline.

A single workflow that discovers prospects across data providers and the public web, enriches and scores them against an ideal customer profile, researches the best ones, and drafts personalized outreach that a person approves before anything is sent.

Prospect Intelligence Engine
Prospect Intelligence EngineWorkflow-specific product surface from the Nebula9 reference set
Delivered for a client

What SuprDense says about the work.

…we now have one workflow that brings everything together.

“The Prospect Intelligence Engine has made our business development process much more efficient. Instead of manually finding prospects, researching companies, and drafting outreach, we now have one workflow that brings everything together.

We also like that human review is still part of the process. We get the relevant prospects and context, but every message is reviewed before it goes out. Nebula9 built something that fits naturally into how we work.”

Nishant GuptaFounder, SuprDense
Read the SuprDense story
Product tour

See it in action.

Screens from the Prospect Intelligence Engine.

Pipeline overview screen
Pipeline overview. Prospects discovered, scored, researched, and ready for outreach, with credits tracked against the monthly budget.
Ranked prospects screen
Ranked prospects. Every prospect gets a score and a priority band, so the team can see who to focus on first. Prospect names are blurred here.
Scoring model screen
Scoring model. A transparent 100-point model with adjustable factor weights and priority bands.
Discovery runs screen
Discovery runs. Each search is recorded as a run, showing what was found, scored, and researched.
Outreach library screen
Outreach library. Only material cleared for sending can be suggested beside a draft, and nothing is attached automatically.
Ideal customer profile screen
Ideal customer profile. Define who to look for: industry, role, region, company size, signals, and exclusions.
Core capabilities

What Nebula9 builds into this solution.

The page stays business-led, but the delivery still needs the right capabilities, integrations, controls, and operating model.

01Multi-source discovery

Connect the workflow to the systems where users, data, documents, and actions already live.

02Data enrichment and deduplication

Design data enrichment and deduplication as a governed capability with a clear workflow owner, data boundary, review path, adoption measure, and operating handoff.

03Explainable scoring

Design explainable scoring as a governed capability with a clear workflow owner, data boundary, review path, adoption measure, and operating handoff.

04Prioritized research

Preserve source evidence, citations, assumptions, and reusable knowledge so the work can be audited and repeated.

05AI opportunity matching

Design ai opportunity matching as a governed capability with a clear workflow owner, data boundary, review path, adoption measure, and operating handoff.

06Personalized outreach

Design personalized outreach as a governed capability with a clear workflow owner, data boundary, review path, adoption measure, and operating handoff.

07Human review

Keep human judgment visible through review gates, escalation paths, evidence capture, and accountability.

Data sources consumed

Connect the systems where the work already happens.

Nebula9 maps source quality, permissions, refresh cadence, and review ownership before scaling the workflow.

Data-provider APIsPublic web sourcesIdeal customer profile definitionsCompany research sources
Industry use cases

Adapt the same solution to different operating realities.

Each industry changes the data sources, controls, escalation model, and success measures.

TechnologyProspect Intelligence Engine

Finds and ranks accounts that match the ideal customer profile, then prepares research-backed outreach for review.

Professional ServicesProspect Intelligence Engine

Focuses research effort on the highest-potential prospects instead of spreading it across every lead.

Financial ServicesProspect Intelligence Engine

Matches prospect signals to the right offer, with a person approving every message before it is sent.

Workflow architecture

Design the solution as an operating workflow, not a standalone AI tool.

A single workflow that discovers prospects across data providers and the public web, enriches and scores them against an ideal customer profile, researches the best ones, and drafts personalized outreach that a person approves before anything is sent.

01
Trigger and workflow

Define the event, user, queue, decision, or operating cadence that makes the solution valuable.

02
Data and intelligence

Connect trusted systems, documents, metrics, context, and retrieval paths behind the workflow.

03
Human review and governance

Add approvals, escalation, policy checks, access control, and audit evidence where needed.

04
Action and measurement

Route the result into work queues, apps, reports, service actions, or operating reviews.

EvoPort fit

Use EvoPort when this solution must be governed, repeated, and operated.

EvoPort supports reusable apps, specialist agents, approvals, audit trails, workflow execution, observability, and rollout controls after Nebula9 designs the operating model.

Explore EvoPort.ai
Business outcomes

Measure the operating shift after launch.

Outcomes should be tied to speed, quality, risk, capacity, cost, adoption, or decision velocity.

01More focused prospecting effort

Measured as part of the operating cadence after launch, not left as a one-time pilot claim.

02Better-qualified, better-understood opportunities

Measured as part of the operating cadence after launch, not left as a one-time pilot claim.

03Research-backed, personalized outreach

Measured as part of the operating cadence after launch, not left as a one-time pilot claim.

04Less manual research and drafting

Measured as part of the operating cadence after launch, not left as a one-time pilot claim.

Decision path

Choose the right delivery path before overbuilding.

Prospect Intelligence Engine can start as advisory, engineering, platform rollout, or operating support depending on readiness. This section keeps the recommendation neutral until the workflow is scored.

AdvisoryUse when the workflow is not yet clear.

Clarify business value, owner, data boundaries, review gates, success measures, and the smallest responsible first release.

EngineeringUse when the workflow is ready to build.

Engineer the app, agent, automation, analytics surface, integration, or research workflow with controls built in.

EvoPortUse when the capability must run repeatedly.

Move to EvoPort when the solution needs reusable apps, agents, approvals, observability, audit history, and rollout control.

OperateUse when adoption needs a steady cadence.

Define support, quality review, exception handling, release cadence, value tracking, and backlog ownership after launch.

FAQ

Common questions

What does this solution replace?

It replaces a fragmented mix of dashboards, documents, manual checks, disconnected tools, and ad hoc follow-up with one governed operating workflow.

Does every implementation require EvoPort?

No. Nebula9 uses EvoPort when the solution needs reusable apps, agents, approvals, observability, audit history, and repeatable rollout control.

What is the best starting point?

Start with one workflow that has clear value, known users, accessible data, review ownership, and a measurable production outcome.

Who should join the first workshop?

The business owner, process owner, technology or data owner, and any risk, compliance, or operations stakeholder who controls adoption.

Enterprise readiness

Security, governance, and procurement questions have a clear review path.

Nebula9 does not hide enterprise diligence behind marketing copy. Start with the public security hub, then use the workshop to request the legal and technical review material needed for procurement.

Review security posture
Security review path

Use the security hub to review hosting, analytics consent, data handling boundaries, and procurement questions before a formal engagement.

Controlled delivery

Nebula9 scopes workflows around access, approvals, evidence, auditability, human review, and operating ownership.

EvoPort controls

Where EvoPort is used, the platform fit conversation covers permissions, approvals, observability, audit history, and deployment model.

Commercial next step

Formal pricing, DPA, product terms, and security questionnaires are handled through the workshop and procurement review path.

Next step

Map the first workflow for Prospect Intelligence Engine.

Use the workshop to define users, systems, data, review gates, platform fit, operating owner, and measurable production outcome.

Book AI Adoption Workshop