Inside the Cleons lead engine.
See how Cleons turns account data and buying signals into prioritised outreach, qualified conversations, and clear performance reporting.
The data behind every Cleons lead
Five connected data layers help Cleons verify fit and timing before outreach begins.
Firmographics
- Industry
- Size
- Revenue
- Geography
- Tech stack
Trigger signals
- Hiring
- Funding
- M&A
- Tender
- Renewal windows
Intent data
- Topic surges
- Competitor research
- Review activity
Contact data
- Decision-maker mapping
- Verified emails
- Direct dials
Behavioural
- Site visits
- LinkedIn engagement
- Content interaction
How a qualified pipeline can look inside Cleons.
Illustrative lead records show how Cleons brings verification, enrichment, scoring, and next actions into one clear view.
- OCOlivia ChenHead of ProcurementNorthwind SAP PartnersIT & SAPERP modernisation tender opened96
- DODaniel OkaforOperations DirectorVertex Build CoConstructionHiring 12 site supervisors91
- SPSarah PatelCFOLumen Health GroupHealthcareInsurance renewal in 30 days87
- MRMarcus ReillyFounderAcme Franchise LtdFranchisingMulti-unit operator activity84
- HTHana TanakaVP SalesNorthgate SaaSSaaSSwitched CRM in last 60 days82
- LOLiam O'BrienManaging PartnerGreenwood AdvisoryProfessional ServicesRegulatory change exposure79
How Cleons captures a prospect who needs cover, not a brochure.
Most insurance and KiwiSaver buyers never fill in a form — they research quietly, compare providers, then go silent. Cleons reads those quiet signals, works out exactly what cover the person or business needs, and hands your adviser a brief they can quote from.
- New mortgage or first-home purchase
- Baby on the way, marriage or separation
- Job change or move to self-employment
- Premium shock at annual renewal
- Researching default vs growth funds
- Multiple providers / lost member accounts
- First-home withdrawal eligibility checks
- Approaching 65 or contribution-rate changes
- New contract requiring proof of PI cover
- Licensing, tender or franchise requirements
- Hiring staff, adding vehicles or new premises
- Cyber incident, claim or broker change
- 01Signal detected
Visits to PI cover pages, KiwiSaver fund comparisons or quote calculators — plus off-site research signals.
- 02Identity resolved
Company or household matched from IP, form-less identity graph and enrichment — no form required.
- 03Need classified
AI maps the behaviour to a cover type: personal risk, KiwiSaver advice, or commercial lines (PI, PL, cyber, key person).
- 04Qualified & scored
Renewal date, existing cover, decision-maker, urgency and budget band confirmed before hand-off.
- 05Adviser hand-off
Brief lands in your CRM with a booked discovery call — sequenced by email, LinkedIn and call.
A live view of your target account universe.
Filter a broad account universe by industry, size, geography, and current buying signals. Cleons operators use these criteria to create focused prospect lists.
| Company | Industry | Employees | Location | Revenue | Intent | Owner | ||
|---|---|---|---|---|---|---|---|---|
NL Northwind Logistics northwind.io | Logistics | 1,200 | Chicago, US | $210M | HOT | AC | ||
AH Aurora Health Group aurorahealth.com | Healthcare | 3,400 | Melbourne, AU | $540M | HOT | MR | ||
HM Helix Manufacturing helixmfg.co | Manufacturing | 820 | Auckland, NZ | $95M | HOT | SP | ||
BS Brightline SaaS brightline.app | SaaS | 180 | Austin, US | $32M | WARM | OT | ||
CE Cobalt Energy cobaltenergy.co | Energy | 640 | Perth, AU | $120M | WARM | DK | ||
VB Vertex Build Co vertexbuild.com | Construction | 310 | Sydney, AU | $48M | WARM | AC | ||
LF Lumen Fintech lumenfin.io | Fintech | 95 | Singapore | $18M | WARM | HT | ||
GA Greenwood Advisory greenwood.co | Consulting | 220 | London, UK | $41M | COLD | LR |
Every signal, reply and meeting — visualised.
Track pipeline value, channel mix, funnel movement, and weekly trends in one reporting view. All figures shown are illustrative.
- Email46%
- LinkedIn34%
- Phone20%
Ready to capture buying intent?
Book a strategy session and see how Cleons can plug AI lead capture into your sales engine in days, not months.