Method · Sales Agent Claudia

So, running short on leads?

Then let me introduce Claudia. Your right hand in sales.

She delivers fresh leads and fills your pipeline automatically.

While you focus on what you do best and love most: having conversations and closing deals.

Wherever the address comes from, she finds you the perfect lead.
From the market
Brand new addresses, ready to contact now.

Claudia goes into your market, scans hundreds or thousands of companies and pulls out the ones where something is moving right now. A CEO change, a funding round, a job posting, a press release.

Thousands of trees in the forest? She brings you the right one.
From your address list
Cold addresses that are now hot.

Your addresses from the CRM, from Excel lists, from the last trade show. Whether 500 or 5,000. Claudia goes through them and pulls out the ones where something is moving now.

Hundreds of old contacts? She surfaces the hot ones.
From your customers
Existing leads and customers, with a fresh reason to reach out.

Claudia continuously monitors your existing leads and customers. When a contact signal appears there, she tells you. Perfect for cross-selling and upselling, before the competition notices.

Customer care becomes a growth lever.

All three ways end the same: you get the ready-to-use lead with contact signal and opening message.

Claudia does not sell.

She finds the right moment and the right reason to start a conversation. Nothing more, but nothing less either.

Her strength is not searching, but knowing what to look for.

She is your right hand. The conversation is yours to run.

Data or signals?

The difference makes all the difference. Addresses with a named contact — everyone has those. What is missing is the reason. The reason why a call makes sense right now.

This is data
Who the company is.
  • Company name, UID, NOGA code
  • Industry, legal form, year founded
  • Employee count, revenue
  • Address, phone, website
  • Named contact with direct line
  • Static. Available anywhere for purchase.
These are signals
When something is moving.
  • New CEO for three months
  • Funding round closed last week
  • New office opened in Zurich
  • Website relaunched with new positioning
  • Six roles filled in four months
  • In motion. Only findable with attention.

You have the data. We look for the signals. And tell you when.

The five contact signals Claudia identifies.

Not purchase intent, but natural reasons. Not "this company wants to buy now", but "here is why a call makes sense now".

01
Role change
A new decision maker wants to prove themselves in the first 90 days.
  • New leadership
  • New CFO or head of sales
  • Changes on the advisory board or board of directors
02
Expansion
Growth opens new needs and new budgets.
  • New markets or locations
  • Headcount growth, new teams
  • Internationalisation
03
New partnership
Collaboration changes processes and suppliers.
  • Strategic alliances
  • New systems partner
  • M&A or joint venture
04
Investment
Where budget is released, buyers are looking.
  • Funding rounds
  • IT modernisation
  • New product development
05
New website
A relaunch reveals new positioning.
  • Rebranding
  • New target audiences
  • New products or services

These are the signals many tools find. Claudia also finds the ones nobody sees. Because she knows what to look for.

Structural contact signal
The reshuffle.

Several roles change in quick succession. A new CEO brings their own CFO. The board chair steps down. A new advisory board is formed. One change is coincidence. Three changes in six months is a restructure. And where there is restructure, there is need.

Reshuffle multiple roles in motion Owner Budget, often bottleneck Succession / new CEO inherits the structure Head of Sales one side of the reshuffle Ops / Production other side of the reshuffle HR / People Champion for sparring Advisory board / Board External initiator

A tool sees three role changes. Claudia sees a reshuffle. And knows that now is the moment to talk to the owner.

What it looks like.

From several hundred candidate companies, Claudia filters, using a multi-stage sourcing pipeline, a handful of matches. Every company fits your sweet spot, every one has a current trigger, every one has a named contact with role and rationale.

Die meisten Kandidaten fliegen vorher raus. Falsche Grösse, falsche Branche, kein Signal, keine erreichbare Person. Genau das nimmt Claudia dir ab.

So you can see what this looks like concretely, here are two examples from different industries. In each case, the address as you would pull it from a database today. And next to it, the same address, sharpened by Claudia.

Example 1 · Mechanical engineering
Fictional example to illustrate the format. You get real leads in the demo case on your actual market.
What you normally get
Müller Industrieanlagen GmbH
Industriestrasse 47, 8001 Zürich
mueller-industrieanlagen.ch
Branche: Maschinenbau · Mitarbeiter: 120
Telefon: +41 44 123 45 67
What you get from Claudia
Müller Industrieanlagen GmbH
Score 8/9 · JETZT
Industriestrasse 47, 8001 Zürich · mueller-industrieanlagen.ch
Was bewegt sich
New CEO since March 2026: Markus Wenger, previously ten years at Bühler Group. Announced in LinkedIn posts: "Building new sales structures for DACH". Job posting for Head of Sales DACH running for 4 weeks.
Decision Maker
Markus Wenger, CEO
linkedin.com/in/markus-wenger-mueller
m.wenger@mueller-industrieanlagen.ch · Confidence HIGH
Why now
CEO change combined with active sales hiring are the two strongest reasons in the initial phase. Wenger is looking for external sparring partners for the DACH build-out.
Outreach Angle
Comment on his latest LinkedIn post about sales structures, then a concrete question about sales strategy for the new DACH setup.
Example 2 · B2B Software
Fictional example to illustrate the format. You get real leads in the demo case on your actual market.
What you normally get
Helvetia Software AG
Bahnhofstrasse 12, 6300 Zug
helvetia-software.ch
Branche: Software / SaaS · Mitarbeiter: 45
Telefon: +41 41 987 65 43
What you get from Claudia
Helvetia Software AG
Score 9/9 · JETZT
Bahnhofstrasse 12, 6300 Zug · helvetia-software.ch
Was bewegt sich
Series-B-Funding über 12 Mio. CHF im Februar 2026. Drei neue Senior-Stellen ausgeschrieben: VP Sales, Head of Customer Success, Enterprise Account Executive. Expansion DACH explizit im Funding-Announcement genannt.
Decision Maker
Stefan Brunner, CEO und Co-Founder
linkedin.com/in/stefan-brunner-helvetia
stefan@helvetia-software.ch · Konfidenz HOCH
Why now
Fresh funding round combined with active senior hiring in sales is the standard pattern for external sales and scaling consulting. Brunner is a tech founder without a classic sales background, a typical need for sparring.
Outreach Angle
Congratulations on the funding round with concrete reference to the DACH expansion. Then a question about how the new sales structure is being prioritised and whether an external sparring partner for the build-out is being considered.

This format is the standard. Every address you get from Claudia has this level of rationale, signal and hook-in point.

An address, not a line in a list.

Every lead Claudia delivers contains:

No mass list. Hidden pearls. Instead of 1,000 calls, just 25 — because these 25 really fit.

Nobody needs to call cold here.

The most common worry about delivered addresses: "And now I'm supposed to call cold?" You don't have to. Even the best address remains a first contact, we know that. That's why every address arrives as a ready-to-go outreach situation.

01
Email first.

Fully drafted, with the individual hook from the contact signal. You read it, adjust one sentence at most, send.

02
Call as follow-up.

Two, three days later. The recipient has seen your email, the call has a reason. This is no longer a cold call, this is a follow-up.

03
Script is included.

Opening line, reason, two qualification questions, next step. Cut to this company's pain, not generic.

The call, you make yourself. But you never start from zero.

Sortiert, laufend, mit lernender Fokussierung.

What Claudia delivers is not a static list, but a continuous stream. As soon as a relevant signal appears somewhere — a new job posting, a CEO change, a funding round, a press release — it's captured and assigned to the matching company.

You get the addresses sorted by intent. Not alphabetically, not randomly, but by urgency. Who's hot today, who in two weeks, who to keep an eye on. This saves you the step that otherwise eats hours every day: prioritising.

Manually, it's barely feasible. Who could comb through thousands of press releases, LinkedIn posts, job listings and news feeds every day, to fish out precisely the two or three signals that match your offering? Nobody. That's the work Claudia does in the background.

And she gets continuously better at it. With every sharpening session, Claudia learns not only which companies fit, but also where the next signals are likely to appear. Which sources are worth it, which terms yield relevant hits, which industry specifics matter. Over time, the search doesn't broaden, it focuses.

Claudia does the prep work, you have the conversation.

Claudia takes on a specialised task for you. She researches every signal that's publicly findable and processes it cleanly. Scanning press releases, cross-checking LinkedIn profiles, skimming annual reports, identifying named contacts, classifying contact signals.

This work could in principle be done by anyone. But if you're not specialised in it, you need 60 to 90 minutes per lead. At 25 leads a month, that's 25 to 40 hours of pure research — a full working week of a sales rep who should actually be selling. And the result remains uneven anyway.

On top of that: this work can't be done today without machine support anyway. Who can tell by eye alone what's a signal on the internet and what isn't? Who can comb through thousands of press releases, LinkedIn posts and job listings every day? The question is no longer whether you use a machine. The question is only: which one.

Do you go at it unstructured, wild and messy with some tool? Or do you train Claudia as your sales agent, who does exactly this prep work for you and saves you around 25 to 40 hours of research per month for 25 leads?

Claudia handles pre-qualification and perfect matching before a lead reaches you. That's the first savings lever.

The second lever is even bigger. From hundreds of ICP-matching companies, the pipeline filters down to the 25 that are really approachable now, because they have a current signal. Instead of 1,000 cold calls for 8 meetings, 25 targeted contacts are enough for the same 8 meetings. Sales no longer talks to lists, but to people where it fits.

What arrives at your end isn't a research task, but a reason for a conversation. You or your sales team dive into what sales actually is: talking to the right customers.

Data protection: what we do, what we don't.

The data Claudia gathers is public. Company websites, LinkedIn profiles, press releases, annual reports, industry magazines, official registries. What's findable online by anyone, we collect, sort, summarise.

We do this on behalf of the client. Claudia is the administrative prep work that someone could also do themselves, if they had the time. We are the hands that do this research work and deliver the summarised result at the end.

What we don't do: We don't hack websites. We don't buy grey-market address lists from dubious brokers. We don't bypass login pages or paywalls. We don't invent data.

If information isn't publicly findable, for example the personal email address of a head of procurement, Claudia looks for the best possible alternative. Usually a functional address or the direct LinkedIn channel, with a note in the lead briefing.

What ends up in the lead is what you would have found yourself, only in a fraction of the time and cleanly documented.

Formally this runs as data processing on your behalf: you are the controller, we work on your instruction, governed by a data-processing agreement you receive with the offer. And yes, we also use publicly viewable LinkedIn profiles as one of several sources, researched manually, without automation on your account, without mass outreach.

What Claudia has moved so far. And what you can look at yourself.

Claudia currently works for a handful of clients in the DACH region. A consulting firm in Zurich that previously used purchased lists is now reaching out more precisely from the first pipeline work and reports that the responses are different because the hooks are different. A Swiss industrial-goods manufacturer sharpened and prioritised his existing distribution list. A behavioural economist extracted, from a list of around 1,600 Swiss companies, the top matches worth having conversations with.

The method isn't old, the lever is visible.

Instead of telling you more stories here, I'd rather propose a demo case. You bring an industry, a region, a hypothesis. I'll build a small showcase for you on your real market, with concrete addresses, contact signal and named contact. We'll also show very concretely what the solution costs and what it saves you. No abstract projections, but numbers on your real case.

Afterwards, you decide whether it's a fit for you.

What does one lead cost you?

A qualified lead doesn't emerge on its own. It costs research time, or it costs money. Enter your numbers and you'll see what a lead really costs you when you research yourself, and what it costs when Claudia does it.

In-house research
Time per lead 75 min
Leads per month 25
Cost per lead CHF 188
Cost per month CHF 4'688
With Claudia
Flat fee per month CHF 1'600
Leads per month 25
Cost per lead CHF 64
Cost per month CHF 1'600
Savings
Factor 2.9
Claudia delivers the same lead at a fraction of the cost. And she does it every month, without you having to worry about the research.

The real lever isn't the price per lead, it's the ability to follow through: the 25 leads from Claudia have a contact signal, named contact and opening message. One follow-through-ready lead is worth more than three raw ones.

Meeting parity as a working hypothesis: From our first pipelines we see that 25 contact-signal leads from Claudia on average lead to the same number of meetings as a thousand classic cold calls. This is not a factual claim, but a testable hypothesis. The most honest way to check it is on your own market in the demo case.

Standard outbound or the Claudia way?

Three layers. Three truths. You decide where to invest your money, time and nerves.

Cost
Standard outbound
CHF 26'850 / Monat
Sales time for a thousand calls, address licence at CHF 1.80, telemarketing agency. Of these, 992 calls without a meeting.
The Claudia way
CHF 2'200 / Monat alles drin
Claudia-Pauschale plus die wenigen Vertriebsstunden für die vorqualifizierten Adressen.
Volume
Standard outbound
1'000 Anrufe für 8 Termine
A thousand first contacts, a hundred conversations, ninety-two documentations, eight meetings. Spam filters, complaining recipients, brand damage.
The Claudia way
25 Adressen für 8 Termine
Gleiche Anzahl Termine, ein Bruchteil der Anrufe. Weil jede Adresse einen aktuellen Anlass hat, sind die Gespräche substanziell.
Frustration
Standard outbound
50 Mal Nein. Pro Tag.
Your sales team with knots in their stomach in the morning. Nothing to show for it in the evening. Motivation on the floor, attrition risk high.
The Claudia way
Every call has a reason.
You call companies where you know exactly why. It changes the energy of the conversation and the energy of your sales team.
And the worst part
Even if you buy a thousand addresses, the twenty or thirty who'd actually want to talk right now might not even be in there. You called for nothing.

What you get from Claudia.

On the left, what you rent today from an address broker. On the right, what Claudia delivers. Both have addresses with a named contact. What Claudia does differently, you'll see in a moment.

What you normally get
An address list, rented.
  • An address with named contact, name and phone
  • Industry, region, employee count, revenue
  • No sorting, no prioritisation
  • No signal, no reason. You don't know why you're calling
  • No hook for the first conversation
  • 1,000 calls for 8 meetings, of which 992 lead nowhere
What you get from Claudia
Pearl
Hidden pearls.
25 addresses with named contact
Name, direct line and email where publicly verifiable. Otherwise we research the named contact for you.
Current contact signal
Why this company is moving now. With evidence, source and date.
Sorted by intent
The hottest first. Your sales team knows where to start.
Hook per lead
The first sentence that opens the conversation. Not generic, but specific to the signal.
Ready-to-send first-contact email
Not a template. Drafted per lead, cut to the signal. You just hit send.
Phone script for the follow-up
Opener, reason, two questions, next step. For the call after the email.
The number that counts
25 calls, and these 25 really fit. Same number of meetings as from 1,000 standard calls.

If you really want more, talk to our sales team. Claudia digs up the gold, and behind her stands an entire team for everything that comes after.

What Claudia is not.

When we say Claudia is a sales agent, we mean it literally. So you know who you're talking to, here's the honest breakdown.

What Claudia is not
  • Not a tool You operate a database yourself. Claudia works for you.
  • Not a lead-generation service Ads, SEO and content generate prospects. Claudia finds reasons.
  • Not sales automation Sequence software sends mass campaigns. Claudia researches before every contact.
  • Not an AI-SDR Simulated sellers sell in an automated way. Claudia sells nothing.
  • Not a buying-signal feed Intent providers measure intent. Claudia delivers reason.
  • Not a call centre Claudia never calls herself. You dial the number. But never from zero: email and script are ready.
What Claudia is
  • A sales agent For your sales team, not in their place. She researches, you speak.
  • A service, not a tool You get results. No login screen, no operation, no dashboard zoo.
  • Contact signals, not buying signals Natural reasons for a conversation. No intent guesses from cookie traffic.
  • AI-assisted, human-moderated A human takes responsibility. If Claudia is wrong, you have a person to talk to, not a support queue.
  • Trained on your market Not generic, sharpened over months. What Claudia learns from you belongs to you.

If you're looking for a login screen, we're not the right choice. If you want a colleague who understands your market, we are.

The real difference
The sharpening.

Clay, Apollo and every AI-SDR deliver output. What none of them delivers: 60 minutes per month in which your market knowledge flows into the system. And on exit, everything built belongs to you. The signal hypotheses, the role filters, the industry priorities. You're not renting a black box, you're building a judgement that stays.

What Claudia says. And what she doesn't.

Four questions we get asked repeatedly. Because they go deep, here are the honest answers.

Is Claudia an acquisition tool or an observation radar?

Both, depending on what you do with it. Claudia delivers signals that either become an immediate reason or move to a watchlist until the reason arrives. What Claudia becomes, Claudia doesn't decide. You decide with your view of the company and your strategy.

Does a signal mean: call now?

No. A contact signal decides timing, never the principle. It says: this is worth a look. Whether and how you make contact, you decide. Not Claudia.

Can Claudia see whether a company, after a reshuffle, settles or tips into tension?

Internal moods, she cannot read. That's not public, that's your territory. What she does see are patterns in the public: a single reshuffle says little. Three changes in quick succession, plus a Kununu downturn and second-level departures — that's public evidence that the company is not stabilising.

Why does Claudia go from the company to the person, not the other way around?

Because the person you work with emerges from a company situation. Not the other way around. The company situation is dateable, the people within it are a consequence. Claudia dates the situation. You read the person.

How it works.

Week 1
Kick-off call, 60 to 90 minutes. We define your ICP, prioritise the markets, collect the contact-signal hypotheses and set the role filters. Claudia gets her first briefing.
Weeks 2 to 3
Konfiguration von Claudia. Erste Profile werden mit dir validiert, bevor sie offiziell startet.
Monat 1
Pilot delivery with 10 to 15 leads for calibration. End of month 1, the first sharpening session with Claudia.
From month 2
One sharpening session at the end of every month. Claudia becomes more precise. Full delivery volume.
Month 9
Check-point. Three ways are possible: renew, resharpen, or exit.

After nine months, we talk straight.

Three ways are then possible.

Verlängern

Wenn Claudia trifft, läuft sie weiter. Ab Monat 10 monatlich kündbar, ohne Mindestlaufzeit.

Resharpen

Wenn etwas grundsätzlich anders justiert werden soll, schärfen wir Claudia neu. Andere Region, andere Rolle, anderes Signal.

Ausstieg

If it doesn't fit, clean cut without follow-on costs. No lock-in, no hidden clauses, no drama.

The principle in one sentence.

Claudia delivers monthly. One sharpening session every month. After nine months, an open check-point. Renew, resharpen, or exit cleanly.

Sharpening is the heart of the method.

60 minutes per month, video or phone. We go through the leads Claudia has delivered together:

Concrete adjustments come out of every session. This isn't a status meeting with slides. This is iteration on Claudia.

Claudia can be adapted more precisely to your wishes with every session. Month 1 is calibration. Month 6 already lands noticeably. Month 9, she is your sales agent.

It's like an employee you train on your products. First she learns your market, then your language, then your customers. After nine months she knows what she's doing.

Wer das macht.

Ich bin Alfred Rossi, der Vulkantänzer. Schweizer, lebe und arbeite in Lanzarote, und ich betreibe ProSeller AG, die Nummer 1 im B2B-Vertrieb für die Schweizer ICT-Branche. In den letzten Jahren habe ich für Schweizer Hersteller, Distributoren und Reseller dutzende Vertriebsaktivitäten aufgebaut, durchgezogen und gemeinsam mit den Kunden nachgeschärft.

What works, what doesn't, which contact signals really carry, which roles are approachable, when a call is worth it and when an email is enough: this knowledge is now baked into Claudia as best practice.

My standard: what arrives at your end isn't an "AI tool" but a system that grew out of real sales work, with a human next to it who works with you on your market. If you want software, there are 100 other providers. If you want someone who takes the administrative prep work off your plate and honestly discusses with you what hit and what missed, then I'm your person.

FAQ, honestly answered.

Can't I just do this myself?

Zwei Wege wären denkbar.

Erstens: selber recherchieren. Ja, kannst du. Eine sauber recherchierte Adresse mit Signal, Decision Maker und Aufhänger braucht 60 bis 90 Minuten. Bei 20 Adressen pro Monat sind das schnell 20 bis 30 Stunden. Plus die Tools, die du dafür brauchst: Hunter.io, Sales Navigator, Datenanreicherung. Das summiert sich.

The real issue is discipline. In the first month you do it thoroughly. In the second, less. In the third, not at all, because a client meeting came up, then another. The same happens in your sales team, only you don't see it directly. And your 800 old contacts, 1,500 business cards, 3,000 addresses in the CRM? Who goes through them? Nobody.

Second: building it yourself. On LinkedIn you read "I replaced my SDR with 7 Claude agents, here's the free guide." Sounds tempting. The technology can actually do it. But realistically, it's 40 to 80 hours of setup, not 15 minutes. Plus 200 to 500 dollars per month in API costs. Plus ongoing maintenance when websites or LinkedIn structures change. Plus the question of who puts the knowledge about real sales buying signals into the prompts.

In the end, you're no longer a seller, you're the developer of a sales stack. And if something breaks, the damage is yours.

My point: Both work. But both end up costing you more time, money and attention than Claudia. And both are missing the real lever: someone who sharpens the system with you to your market.

Wie unterscheidet sich Claudia von kommerzieller AI-Sales-Software?

Die meisten AI-Sales-Tools sind Software-Produkte: Datenbanken, Outreach-Systeme, Automationen, generische Lead-Scorings. Standardlogik für alle.

Claudia works differently. She's sharpened over months on your market, your language, your customers and your contact signals. With every session, she learns more precisely which companies fit and which don't. Claudia is less a tool, more a trained sales agent for your team.

The decisive question isn't "which tool has more features", but "which solution understands my market more precisely over time and thereby delivers more relevant addresses and conversations".

There are already 100 AI-sales tools like Clay, Apollo, 11x. What's different?

Vier Familien dominieren den Markt 2026: Daten-Plattformen (Clay, Apollo), autonome AI-SDRs (11x, Artisan), Sequencer (Outreach, Lemlist) und DIY-Claude-Stacks auf LinkedIn. Alle technisch beeindruckend, alle mit ungelösten Problemen:

  • Clay is powerful, but a tool for RevOps engineers. Learning curve 2-6 weeks, credit system with unpredictable costs, total cost quickly reaches a five-figure annual amount.
  • Apollo liefert Volumen, die DACH-Datenqualität ist schwächer als in den USA, "personalisierte" Mails sind Templates mit Merge-Tags.
  • DIY Claude stacks: "15-minute setup" is marketing. Realistically 40 to 80 hours, API costs 200 to 500 dollars per month, no liability, you maintain the stack yourself.
  • LinkedIn automation: A noticeable share of users get restrictions; LinkedIn tightened detection in 2026. With a permanent ban, all connections are gone.
  • Deliverability: the safe cold-mail limit in 2026 is 30 to 50 emails per day per inbox. Anyone blasting 500 per month from the company address ruins their mail reputation.
  • DACH compliance: Mass-blast templates are regularly hit with cease-and-desist letters in Germany. Such letters are common practice and get expensive.

Claudia isn't another tool. Claudia is a method with a human next to her. You're not building software, you're building an agent for your specific market. With Apollo, Clay or a DIY stack, you're on your own. With Claudia, you have a human who takes responsibility for delivery quality and corrects errors with you.

What if after three months it's clear it doesn't fit?

Then you leave. There's no 9-month gag clause. The method is designed for 9 months because sharpening takes time. But if after three months it's clear it doesn't fit, we cleanly end it. No lock-in, no follow-on costs.

Who has access to my data and my customer contacts?

Your data stays with you. We process publicly accessible data on behalf of the client. Your CRM, your customer lists, your internal information are not part of what Claudia touches, unless you explicitly bring them in (for example as your own lead list for enrichment). Even then, nothing leaves our pipeline.

What happens to the sharpening logic if I leave after 9 months?

You keep what we've built together. The contact-signal hypotheses, the role filters, the industry priorities are yours. If you want to continue the system with another provider or build it internally, that's possible without obstacles on our side.

Does this also work for very niche B2B markets?

Yes, even better. The more niche the market, the more precise Claudia can become, because the sharpening concentrates on a clearly defined domain. Generic standard tools are weakest in niches. Claudia is strongest there.

How much time does this cost me on my side?

One sharpening session per month, 60 minutes. Plus processing the leads, which you'd do anyway. Nothing more. You're not building a second employee you have to manage.

Was, wenn Claudia eine falsche Information liefert?

We mark confidence per data field in the lead briefing. If an email address comes from a functional source rather than directly, it says so. If a contact signal is a hypothesis rather than a hard confirmation, it says so. You always know what you're relying on.

Wie weiter?

Wenn du eine Offerte hast und sie passt: antworte mir einfach mit OK und ich starte die Setup-Phase mit Claudia.

Wenn du diskutieren willst oder noch keine Offerte hast: buch dir einen Slot oder schreib mir.