Employee benefits are one of the most competitive spaces in B2B sales. Every HR and People team is inundated with wellbeing apps, healthcare providers, and rewards platforms - all claiming to boost engagement, retention, and happiness.

So how do you find the companies that don’t yet offer what you sell?

That’s where Bernard comes in.

This time, we set him a challenge: help Vitality.co.uk (they're really dog-friendly) find companies ready to invest in wellbeing and health benefits.

Step 1 – Research the market 🧠

We start by asking Bernard about which sectors invest the most in benefits. Here's our prompt:

Which sectors talk the most about employee benefits?

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He reads hundreds of thousands of job posts, social media announcements and other research points. He analyses the sectors and tells us the top 3 are Technology, Financial Services and Healthcare.

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Step 2 – Find the gaps 🔍

Next, we ask Bernard to:

Build a list of companies in the technology sector that haven't mentioned wellbeing or health benefits in 2025.

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In less than 30 seconds, he's built us a list of 3,000 tech companies not promoting wellbeing or health benefits for staff. Excellent.

Step 3 – Filter by size and scale ⚙️

To keep outreach focused, we apply simple filters. For this example we're going to take our new custom list of companies and filter by those with more than 500 employees. We're left with a list of 857 companies to target.

Step 4 – Train Bernard on Vitality 🎓

Before he can help us write outreach, Bernard needs training on his client and how they write. We've fed him data on what the company does, provided examples of marketing collateral and previous sales emails. He's going to pick up style and talking points from these.

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‍Step 5 – Message ✉️

Now Bernard gets to work. We go back to our company list, build a list of HR & Reward leads in them and get him busy.

We prompt him with this:

This is an HR lead in a tech company. They work in the sector that's most likely to invest in wellbeing and healthcare employee benefits, but I can't see this company discussing this topic. Write me a friendly introduction showing that I've properly researched the business

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Here's our first personalised introduction:

In seconds, he drafts thoughtful, tailored outreach that sounds personal - not robotic. If we're happy, we repeat, if not we edit the prompt until we've got the perfect message.

Step 6 – Multiply 🚀

Once the tone and structure are right, we scale.

Bernard personalises hundreds of introductions across every relevant company - adapting each message to reference their size, focus areas, and culture.

The result: targeted, insight-led outreach that feels relevant, human, and well-timed.

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The result

Bernard doesn’t replace sales teams - he powers them up.

He finds the gaps, times the conversation, and helps you reach HR decision-makers when they’re most likely to be open to new ideas.

Whether you’re selling health benefits, wellbeing platforms, or employee engagement tools, Bernard can help you identify who’s missing out - and make the first move.

🐾 Bernard: making B2B sales a little smarter.

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