How to migrate from Apollo to Okki Go

Apollo gave many teams their first repeatable outbound motion. The problem is that most of the workflow still lives outside the place where reps now work: their AI assistant. Teams moving to Okki Go usually want fewer tabs, lower seat cost, and a workflow where research, contact discovery, and outreach happen in one conversational surface.

The migration is less about replacing a database and more about replacing the operating model. Instead of “open Apollo, export CSV, move to sequencer,” you move to “ask the agent, refine, and send.”

Apollo is optimized for a browser-first SaaS workflow. Okki Go is optimized for an AI-native workflow inside Claude Code, Cursor, OpenClaw, and other assistants.

Start by exporting your ICP segments, saved searches, and any message templates that reps still rely on. You do not need to replicate every field. Keep the variables that actually change decisions: region, industry, company size, buying trigger, and persona.

# Keep only what affects qualification
accounts.csv
contacts.csv
saved-search-filters.json
message-templates.md

In Okki Go, filters become reusable prompt patterns. Instead of navigating a saved-search UI, you describe the ICP once and let the agent run the search repeatedly with lighter friction.

Find German industrial automation manufacturers
100-1000 employees
prioritize companies hiring field sales reps
return decision-makers in revenue operations or sales ops

The biggest gain comes when research and messaging stop being separate steps. Once you have a qualified list, ask the agent to draft personalized openers, compare alternatives, and prep follow-up angles without leaving the session.

For each qualified company above:
1. summarize why they fit
2. draft a 90-word cold email
3. produce 2 follow-up angles
4. flag risky claims before sending

Do not migrate the whole org at once. Give one pod a constrained pilot: one market, one motion, one manager. Measure search-to-first-draft time, contact coverage, reply quality, and rep confidence.

weekly_metrics:
  - time_to_build_target_list
  - contacts_per_account
  - draft_personalization_score
  - replies_booked
  - rep_feedback