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 manually, that I wouldn't have the bandwidth to do. It's pulling all this information from all these different resources... it's pinpointing metrics. People love that.

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 7-person sales team was spread across four territories (NA enterprise, NA mid-market, Brazil, Europe/LATAM) but outbound was bottlenecked an outsourced SDR and clunky sequencing tools. Writing custom emails took 5-10 minutes each, 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 every week.

On the quality side, the bar was high and rising. It had to focus on clear use cases (single document types per email), since switching mid-message between receipts and invoices harmed enterprise reply rates. Customer references had to match the prospect's industry and use case (Brex for expense, Lemonade for claims, Toast for merchant onboarding), and not just 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.

Multiple languages + geos

Use-case-specific messaging

Case study deployment 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 BDR) 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 the best AEs were hitting by hand.

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.

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.

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.

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.

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 an overloaded BDR to a full team prospecting across four territories in three languages.