AI-powered workflows wired across your full sales funnel, inbound and outbound, built on the tools your team already runs.
TAM mapping & ICP targeting
Map your TAM and reach every account the moment they’re ready to buy.
You end up with a ranked short list of accounts worth calling today, written straight into your CRM. We get there by narrowing your whole market by fit, company profile, tech stack, and live buying signals, so your reps stop guessing who to chase and start the day knowing who to call first.
Channel strategy & execution
The right channels for how your market buys.
You get a clear answer on where to spend your effort: which channels your buyers respond to and how they run together as one motion. It comes from how your market really buys, so the plan fits you rather than someone else’s playbook. Take it and run it yourself, or hand the outreach to us.
AI workflows for every funnel stage
Run AI workflows alongside every rep so pipeline stops dying in the gaps.
Your reps stop losing deals to the admin work between steps. Research, personalization, and follow-up run in the background, so every conversation reaches them already prepared, and nothing sits waiting for someone to remember it.
Teams that trust us to scale smarter
The problem
Your team is doing the work
a system should be doing.
Today your pipeline depends on who’s chasing what this week, and the moment someone gets busy it stalls. We build the engine that does that work for you, so growth stops riding on effort and starts running on something repeatable.
Without an engine
Effort scales linearly. Burnout is automatic.
SDRs hand-picking accounts in a spreadsheet
Sequences that read like every other vendor's
Hot replies sitting unrouted for 36+ hours
Inbox health degrading without anyone noticing
Pipeline forecasts based on rep gut-feel
With the engine
Systems compound. Every week is faster than the last.
TAM mapped, scored, and refreshed weekly
Sequences personalized off six live signals per account
Replies routed in under 90 seconds with full context
Domain & inbox warm-up monitored as infrastructure
Pipeline tied back to source, signal, and sequence
€3M+
added to client pipeline through systems we've built
0-7 wks
no rip-and-replace; we build inside what you have
What you get
Everything below adds up to one machine for filling your pipeline. It works out which companies are worth your reps’ time, opens each conversation in a way that earns a reply, and lands the meeting on the calendar, so nobody’s living in ten browser tabs to make it happen. Open any step to see how it runs.
01
GTM Strategy, ICP Definition & TAM Mapping
02
AI-Powered GTM Workflows Built Around You
03
Account Scoring & Prioritization
04
Channel Strategy
05
Signal-Based Personalization
06
Sales Enablement & Playbook Development
07
Pre-Meeting Intelligence Automation
08
Mid-Funnel Orchestration
09
Performance Reporting
We define your ideal customer profile from real win/loss patterns, then map your total addressable market and narrow it, layer by layer, down to the accounts showing intent to buy right now. Strategy done once, up front, so everything downstream aims at the right accounts.
The engine that runs your outbound end to end: it pulls target accounts, enriches and dedupes them, scores each against your ICP, and syncs the ones that clear the bar into your CRM, account by account, every day. The rest are parked for a re-check. Deliverability is its own discipline; we build and run it separately, so everything the engine sends lands.
Every account is scored on fit, intent and engagement, then rolled into a single composite so reps always know who to work first. The scores refresh continuously and flow straight into the CRM your team already runs on, so prioritization happens without anyone touching a spreadsheet.
We start from how your buyers make decisions, then match each segment to the channels that convert for them and skip the ones that will not at this deal size. The strategy stands on its own, and for account-based segments it extends into a full ABM motion.
Every sequence is written off a real signal, a funding round, a new hire, a tech change, so the opening line references something true instead of a mail-merge token. One signal goes in and one specific sentence comes out, which is what makes the copywriting read as intelligence rather than spray.
Battle cards, objection-handling frameworks, call scripts and deal-stage playbooks, built from your real wins and losses and kept current as the market moves. Your reps get a repeatable system for every competitor and every conversation, so the best answer in the room is the one everyone already has.
Every call starts with the brief already done: account history, recent engagement, stakeholder mapping, competitor context and the hooks worth opening on, drafted from your CRM, the news and past touches. It is attached to the calendar invite before the meeting, so reps walk in prepared instead of scrambling.
Sequences branch on what each lead does: a reply routes it with full context, silence switches the channel, a booked meeting stops everything, so nothing stalls mid-conversation. Deal stages stay in sync with your pipeline the whole way through.
Every meeting and record is stamped to the source, signal and sequence that produced it, so you can see exactly what is working instead of guessing. It feeds your full revenue attribution, closing the loop back to the accounts and plays worth doubling down on.
How we work
We build it with you.
Then it’s yours.
No 80-page deck handoff. We diagnose, build inside your stack, embed with your team, and the system gets sharper the longer it runs.
Step 01: Define
Your wins become an ICP and a market map.
Which customers are worth cloning? Claude reads your win/loss history, writes the ICP with the reasons why, and Clay widens it into a market map from the traits your wins share.
How the data moves:
- HubSpot → Claude: won-lost.records
- Claude → HubSpot: icp.doc
- Claude → Clay: icp.traits
In this workflow:
- HubSpot: Hands over the closed-won and closed-lost records the ICP learns from, and holds the ICP once it is written
- Claude: Reads the win/loss history and writes the ICP, with the reasons why
- Clay: Expands the ICP into a market map from the traits your wins share
Produces: Your ICP written down · the accounts that match it, mapped
Step 02: Identify
Filter the market down to ICP-fit accounts.
Who is in the market right now? The full universe gets pulled and filtered down to the accounts that match the ICP on size, industry, and stack.
How the data moves:
- Apollo → Clay: firmo.page[n]
- BuiltWith → Clay: stack.lookup
In this workflow:
- Apollo: Pulls the account universe and filters it to your ICP: firmographics, org charts, headcount
- BuiltWith: Detects the tech stack each account runs
- Clay: Merges every source into one ranked account table
Produces: The whole market narrowed to the accounts that fit how you sell
Step 03: Signal
Intent scores accounts into a live shortlist.
Which of them are ready now? Live intent scores every account, and the top of the list becomes this cycle's working set.
How the data moves:
- G2 → Clay: category.views
- LinkedIn → Clay: salesnav.alerts
- Clay → HubSpot: fit+intent.scores
In this workflow:
- G2: Flags accounts viewing your profile, your category, or your competitors
- LinkedIn: Sales Navigator alerts: job changes, hiring, and funding on target accounts
- Clay: Blends fit and intent into one score per account
- HubSpot: Receives the scores; reps see the ranked list in the CRM they already run
Produces: The accounts showing live intent, scored into a working set
Step 04: Qualify
Every response classified and routed in seconds.
What happens when they respond? A LinkedIn reply, an email answer, an ad click, an event conversation: every response is classified in seconds and routed by the same rules, and a booked meeting stops everything.
How the data moves:
- Instantly → ChatGPT: replies.json
- ChatGPT → Clay: intent.class
- Clay → Slack: rep.ping
- Clay → HubSpot: stage.sync
In this workflow:
- Instantly: Relays responses from every lane into the classifier
- ChatGPT: ChatGPT classifies response intent: positive, objection, referral, or later
- Clay: Runs the branch rules: route it, switch the channel, or stop the sequence
- Slack: Pings the right rep with the thread and a one-click claim
- HubSpot: Keeps deal stages in sync with your live pipeline
Produces: Responses routed with full context · no lead stalls mid-conversation
Step 05: Enrich
Accounts become a verified buying committee.
Who do we talk to there? Ready accounts become actual people: the buying committee, with verified coordinates, deduped against your CRM before anything moves.
How the data moves:
- Apollo → Clay: committee.pull
- Clay → HubSpot: contact.upsert
In this workflow:
- Apollo: Turns the account into the actual buying committee, with verified contact detail
- Clay: Waterfalls the providers to find the committee and verify contacts, deduped against what your CRM already knows
- HubSpot: Receives clean contact records; nothing enters dirty
Produces: The buying committee found and written onto the record, clean
Step 06: Craft
Messages written from real signals, in your voice.
Why would they reply? Claude writes each message from the account's live signal, in your voice: an email opener, a LinkedIn note, an ad, or a call script, checked against your rules before anything is queued.
How the data moves:
- Clay → Claude: signals.payload
- Claude → Clay: approved.copy
In this workflow:
- Clay: Packages each account's signals into a prompt payload, then queues the approved copy into the send lanes
- Claude: Writes the message for whichever lane the buyer is in, in your voice, checked against your do-not-say list
Produces: One specific message per contact · zero mail-merge
Step 07: Engage
Every lane on one clock, one thread per account.
Where do they respond? One conversation per account across the lanes your buyers use: LinkedIn and email run on one clock, a rep calls when a buyer wants one, and accounts that are not ready move into nurture.
How the data moves:
- Clay → Instantly: email.release[n]
- Clay → HeyReach: li.release[n]
- Instantly → HubSpot: email.activity
- HeyReach → HubSpot: li.activity
In this workflow:
- Clay: Releases every lane on one clock, one conversation per account
- Instantly: Carries the email lane
- HeyReach: Carries the LinkedIn lane, on the same clock as email
- HubSpot: Logs every touch as it happens and moves not-ready accounts into nurture
Produces: Every lane live on one clock · every touch logged to the CRM
Step 08: Book
Meetings routed, booked, and briefed.
How does it become a meeting? Routing books the right rep's calendar, Claude drafts the pre-meeting brief, and the record is stamped with the source, signal, and play that produced it.
How the data moves:
- HubSpot → Claude: brief.prompt
- Claude → Slack: brief.md
- Claude → HubSpot: meeting.stamped
In this workflow:
- HubSpot: Hands the qualified contact to routing, then receives the stamped meeting record
- Claude: Claude drafts the pre-meeting brief before the invite is even accepted
- Slack: Delivers the brief into the rep's hands
Produces: Meeting booked, briefed, and stamped · lands in your live pipeline
Step 09: Learn
What booked reweights targeting and the ICP.
Why does next month beat this one? The stamps come back around: Claude reads what booked, reweights the targeting, and updates the ICP for the next cycle.
How the data moves:
- HubSpot → Claude: stamped.meetings
- Claude → HubSpot: icp.delta
- Claude → Clay: targeting.weights
In this workflow:
- HubSpot: Returns every stamped meeting: the source, signal, and play that produced it, then takes the updated ICP back
- Claude: Reads the stamps and decides what to find more of next cycle
- Clay: Reweights the sourcing filters and seeds the next map from this cycle's wins
Produces: The cycle closes · what it learned decides who gets found next
The tools we use
The best tool for each job,
wired into one system.
We start with how you sell and the tools you already run, then choose what
fits. Here’s what we typically wire together for a revenue engine build.
What clients say
Read result from teams we’ve worked with
Questions
Questions we get asked
Build the engine
A 30-minute call to scope what a Sales Engine looks like for your business: what we'd build first, where it plugs in, and what it'll move.
