Apollo master
Jonathan knows how to make apollo do everything! He really opened my eyes to all the possibilities of the platform, and how to get the best out of it and use it efficiently so you maximize all that's here.
Resources
General Support Needs
- General consultation or needs assessment
- Apollo workspace audit
- Strategic roadmap recommendations
Setup & Integration
- General setup and onboarding support
- Workspace setup and optimization
- CRM & tech stack integrations (Salesforce, HubSpot, etc.)
- Deliverability & compliance setup
- Data management & enrichment
Data & Targeting
- General data & targeting support
- ICP development and list building
- Data enrichment and cleanup
- Lead scoring & prioritization
- Audience segmentation and targeting strategy
Messaging & Engagement
- General messaging & engagement support
- Sequence optimization & copy strategy
- Personalization and targeting
- ABM and multi-channel campaign execution
Automation & Scale
- General automation & scaling support
- Workflow automation (tasks, triggers, rules)
- Integration of automation tools
- RevOps and process consulting
- Ongoing optimization & scaling strategies
Analytics & Insights
- General analytics & reporting support
- Dashboard setup and data visualization
- Campaign performance measurement
- Attribution and conversion tracking
- Pipeline and revenue analytics
Training & Enablement
- General training & enablement support
- Dashboard and reporting enablement
- Change management and rollout support
Company Size
- 11-50 employees
- 51-200 employees
- 201-500 Employees
- 501-1000 Employees
- 1001+ Employees
Geographical Region
- North America
- Europe
Language
- English
Industry
- SaaS / Software
- Professional Services
- Financial Services
- E-commerce / Retail
- Media / Marketing / Advertising
CRM
- Salesforce
- Hubspot
- Pipedrive
Budget
- < $5,000 per month
- $5,000-$15,000 per month
- >$15,000 per month
Type of Engagement
- One-time setup
- Ongoing monthly retainer
- Project-based engagement
Account Intelligence and Activation for B2B/SaaS. Built on Apollo.
Most Apollo setups are built for sales to send more email. Marketing runs ads in another tool at accounts sales has never heard of, and nobody agrees on what a good lead looks like.
We install Apollo as the account intelligence view both teams work from. Marketing builds demand on the right accounts. Every visit, click and engagement moves an account forward. Sales gets a short list of accounts worth calling, with the reason attached.
How it works
- Apollo audit: We go through your workspace and send a recorded walkthrough with the fixes ranked by impact.
- Alignment call: we agree on your ICP, your stages, and what sales-ready actually means for your team.
- Build: usually 3-4 weeks.
- Ongoing management, month to month.
What's in the build
For marketing
- Stage-based audiences ready for LinkedIn, Google, Meta, and Reddit, with customers and open deals suppressed
- Apollo forms and email campaigns set up, with UTMs captured on every lead
- Website visitor identification feeding the same account stages
For sales
- ICP and buyer personas built into Apollo's AI Context Center
- Scoring on fit plus live signals: site visits, ad engagement, hiring, job changes
- Account stages from Cold to Active, so everyone knows who's in market
- Routing that sends Active accounts to sales with the reason they're worth a call today
- Sequence structure by persona and stage
- Apollo's AI Assistant and scheduled agents set up
For both
- CRM sync: HubSpot, Salesforce, Pipedrive
- Operating manual and training for each team
Also available
- Automated audience sync to LinkedIn, Google, Meta, Reddit, and more
- Server-side conversion tracking and offline conversion sync, so the ad platforms optimize toward pipeline instead of form fills
- Attribution that shows which channels moved accounts from Identified to Active
Ongoing
Monthly score and stage calibration, list and audience refresh, workflow and agent tuning, and new Apollo features applied as they ship. A monthly recorded report on which accounts moved stages and what moved them. Cancel anytime.
About
Founder Jonathan Belliveau brings experience earned over fifteen-plus years and nine figures deployed across B2C and B2B/SaaS.
Clients
Reviews
5
2 reviews
Jonathan is the best
Love working with Jon and is broad ranging expertise across industries and connections. He's so good at the ABM playbooks and strategies and has experience figuring out what really works.