Videos

How to automate prospecting with workflows

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Neety introduction

Iker Galarza introduces Neety: what it is, who it is for and which B2B prospecting problem it solves. A quick look at how the platform turns sales signals into concrete actions.

Neety starts from a simple idea: sales teams spend most of their time on tasks that don't sell. Finding accounts, qualifying them by hand, preparing the message, following up… Every step is necessary, but none of them closes the deal. The platform takes care of that groundwork so the rep reaches the conversation with the context already done.

The introduction walks through the three pillars of the product: signals (what is happening in the account and in the market), prioritization (who is worth calling today and why) and actions (which message to send, through which channel and when). Each pillar builds on the previous one, and the result is a daily work list you don't have to build by hand.

It also explains who the tool is for: B2B sales teams with medium or long cycles, where context matters more than volume. It is not a mass-outreach tool but a focus tool: fewer accounts, better chosen, with a real reason to reach out.

LinkedIn post planning

How the publishing calendar is organised from Neety: picking topics, setting the tone and scheduling the cadence to stay present on LinkedIn without spending hours every week.

The calendar starts from the topics that matter to target accounts, not from what feels nice to post. Neety suggests topics from the signals it detects (launches, hires, changes in the sector) and proposes a realistic cadence: two or three posts a week are usually enough to stay present without flooding the feed.

Every proposal comes with a tone defined up front. The video shows how that tone is tuned to the rep's own voice — more technical, warmer, more direct — and how that setting is reused in every following post without explaining it again.

Finally, scheduling: dates, times and the status of every piece in a single view. What matters is not posting a lot, but that every post has a reason and reaches the right people while the topic is still relevant.

Neety creating a post on LinkedIn

Live demo: Neety writes and publishes a LinkedIn post based on the previous plan, and what to check before leaving it published.

The demo starts with a topic from the calendar and Neety drafts a first version in seconds, in the configured tone and with a clear structure: context, main idea and an open question to spark conversation. The draft is a starting point, not a final text.

Before publishing, check three things: that the facts quoted are correct, that the message is consistent with what the team has said in previous conversations, and that the call to action makes sense for the stage the target accounts are in.

Once published, the post itself becomes a source of signals: who reacts, who comments, which accounts visit the profile afterwards. Neety collects that activity and hands it back to the rep as follow-up opportunities, closing the loop between content and prospecting.

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