Apollo x Qualified

Qualified Apollo Resource Hub

A single home for the three follow-up resources: waterfall enrichment and credits, the new hire workflow, and the scheduled analytics skill pattern for the Relevance build path.

View resources Start with waterfall
Recommended read path
2026-05-13 session
01
Team baseline Waterfall enrichment and credit visibility
02
Active workflow New hire job-change detection and enrichment
03
Technical pattern Scheduled Apollo data pull for downstream automation

Resource Library

Use the one-pager for broad team questions, the workflow guide for day-to-day operation, and the analytics walkthrough for the Relevance integration path.

01
Team one-pager

Waterfall Enrichment and Credits

For AEs and SDRs who need the short version: what waterfall does, when to use it, when to skip it, and how to watch weekly credit usage.

  • Explains provider waterfall logic in plain language
  • Covers credit burn, weekly caps, and bulk enrichment risk
  • Gives Angelo a first-line support guide for team questions
Open one-pager
02
Operating guide

New Hire Workflow

For running and tuning the job-change workflow we built live: trigger, account-owner filter, waterfall enrichment, list output, and optional Slack notification.

  • Shows the five-stage workflow from signal to list
  • Defines how to verify run logs and read output
  • Lists filter variants for broader AE or workspace coverage
Open guide
03
Technical walkthrough

Scheduled Apollo Analytics Skill

For the daily-pull pattern Angelo flagged for Relevance: Apollo MCP setup, API-key pull, scheduled refresh, and HTML or JSON output options.

  • Maps the scheduled dashboard pattern to Qualified's stack
  • Calls out what applies and what does not apply to one workspace
  • Frames the choice between rendered output and direct API access
Open walkthrough

Operating Plan

Keep the handoff simple: answer the team questions first, let the workflow produce data, then decide how the automation should feed Relevance.

What to do next

01
Share the waterfall one-pager Use it to reduce repeat questions from AEs and SDRs about credits, bulk enrichment, and when waterfall should be used.
02
Let the new hire workflow run for one week Review the list output, enrichment hit rate, and account-owner filter quality before expanding the audience.
03
Pick the Relevance data path Use the scheduled analytics walkthrough to choose direct Apollo API access or scheduled rendered output with embedded JSON.

Decision Matrix

Question Best resource Owner
How do credits work, and when should the team use waterfall? Waterfall Enrichment and Credits Angelo, with Apollo support as needed
Did the job-change workflow trigger correctly? New Hire Workflow Angelo, then Nick if tuning is needed
Should Relevance pull Apollo data directly or read scheduled output? Scheduled Apollo Analytics Skill Angelo and the Relevance builder
Should the workflow include BDR-owned or all workspace accounts? New Hire Workflow Angelo, after first-week output review

Share Copy

Short handoff notes for Angelo or the broader team. Copy buttons use your browser clipboard when allowed.

Note to Angelo

Angelo, I grouped the three Apollo follow-up resources here: 1. Waterfall Enrichment and Credits: team one-pager for AEs and SDRs. 2. New Hire Workflow: operating guide for the job-change workflow we built. 3. Scheduled Apollo Analytics Skill: reference pattern for the Relevance daily-pull path. Recommended order: share the waterfall one-pager with the team, let the new hire workflow run for a week, then use the analytics walkthrough to choose the Relevance data path.

Team Handoff

Team, Start with the waterfall one-pager if you have questions about email or phone enrichment, weekly credits, or when waterfall is worth using. The new hire workflow guide is for the job-change automation. Use it if you need to understand what happens when a contact changes companies and gets enriched at the new account. Send questions to Angelo first. He can route anything deeper to Apollo.