Case Study - Veryfi
How Veryfi achieved a 267% increase in reply rates and scaled outbound across 3 languages
Meticulate replaced Veryfi's outsourced SDR with a system that let 5 AEs prospect across NA, Brazil, and Europe — with personalized messaging in English, Portuguese, and Spanish.
[2.5 weeks in] I just booked my first meeting with a big POS software company — off to a great start.
Banks T. – Account Executive
The language in the emails has been very catchy. This is language that would take me a very long tedious time to do. I don't think I'd have the bandwidth to do that at all. It's pulling all this information from all these different resources... it's pinpointing metrics. People love numbers.
Taylor A. – SDR
THREEKIT METADATA
Industry
Document Processing / AI / Fintech
Channels
Email
LinkedIn
Phone Calls
Replaced
Outsourced SDR
Apollo
Clay
HubSpot Sequences
Timeline
2 sessions over 2 days to full team adoption
The Friction & The Fix
How Veryfi went from overloaded BDRs to a full BDR + AE team prospecting in three languages
the challenge
Scaling outbound without losing message quality across territories, languages, and document types
Veryfi sells AI that turns unstructured documents — receipts, invoices, checks, IDs, insurance cards — into structured data in seconds. Their customers include PepsiCo, Brex, Navan, Rippling, Rho, Mercury, and Toast. Each document type maps to a different buyer in a different vertical, so generic outbound never landed: a check capture pitch lands at a bank, but the same email sent to a pet insurer feels off.
On the scale side, Veryfi's 5-person sales team was spread across four territories (NA enterprise, NA mid-market, Brazil, Europe/LATAM) but outbound was bottlenecked through a single outsourced SDR. Writing one custom email took 5-10 minutes, and inbound volume swallowed the rest of the day. AEs wanted to prospect, but the manual lift made it impossible to run more than a trickle.
On the quality side, the bar was high and rising. One document type per email — switching mid-message between receipts and invoices killed enterprise replies. Customer references had to match the prospect's industry and use case (Brex for expense, Lemonade for claims, Toast for merchant onboarding), not the closest logo on hand. Brazil and LATAM needed Portuguese and Spanish in a local register, not translated English. And every rep had their own house style — short paragraphs, mobile-friendly formatting, one topic per email — that any system would have to respect.
Single-SDR bottleneck
4 territories / 3 languages
Document-type-specific messaging
Use-case-matched references
Per-rep style guardrails
Inbound consuming bandwidth
the SOlution
One system that scales the team and tightens the message at the same time
Meticulate replaced the outsourced SDR and onboarded the full sales team (5 AEs + 1 SDR) in two sessions over two days. Every rep could now prospect at volume, with each email auto-tailored by territory, language, document type, vertical, and matched customer reference — held to the same quality bar Veryfi's best AEs were hitting by hand.
1
Full Team Onboarding in Two Sessions
5 AEs and 1 SDR onboarded in two sessions over two days. Each rep's territory, persona focus, and style preferences were encoded once, so prospecting could run at scale without losing the per-rep voice.
2
Document-Type-Aware Messaging
Every outbound message was anchored to a single document type — receipts, invoices, checks, IDs, or claims — chosen based on the prospect's vertical and product fit. No more mid-email switching between use cases that killed enterprise replies.
3
Use-Case-Matched Customer References
Customer proof points were indexed by industry and document workflow, so each email surfaced the right reference automatically — receipt extraction for restaurants and gig platforms, check capture for banks, ID verification for insurance, claims processing for InsurTech.
4
Multi-Language, Locally-Toned Outreach
Sequences were generated in English, Portuguese, and Spanish — written in the local register Brazil and LATAM buyers expect, not machine-translated English — so the team could prospect across NA, Brazil, and Europe/LATAM without translation overhead.
5
HubSpot Bidirectional Sync
Prospect status, replies, and outreach activity stayed in sync with HubSpot, replacing the manual CRM workflow and keeping the AE team operating from one source of truth.
the RESULT
More pipeline, more territories, zero dependency on external SDRs
Within weeks of deploying Meticulate, Veryfi's outbound motion transformed from a single overloaded SDR to a full team prospecting across four territories in three languages.
Increase in substantive reply rates
1→6
Active reps prospecting — up from 1 outsourced SDR to 5 AEs + 1 SDR
3
Languages supported — English, Portuguese, Spanish — across 4 territories
Increase in outbound activity over email and LinkedIn
We have been very happy with Meticulate, and I'm happy to share our experience.
Nellie C. – RevOps
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