Case Studies

Results from the field

Real outcomes from B2B teams that replaced referral dependency and inconsistent outreach with signal-based systems.

B2B SaaS · Mid-Market

Challenge

Clear ICP, no repeatable outbound motion. Pipeline was 90% referral-dependent with no visibility into when target accounts were ready to buy.

What We Changed

→Built signal-based account targeting layer using Clay + intent data
→Deployed coordinated email and LinkedIn sequences tied to hiring trigger events
→Configured HubSpot with lead scoring and outbound attribution

38

Meetings booked · in 90 days

$2.4M

Pipeline generated · from target account list

4.8%

Reply rate · vs. 0.9% industry avg.

Revenue Intelligence · Series A

Challenge

High site traffic from content, but low conversion to sales-qualified opportunities. Demo requests were coming in but MQL quality was inconsistent.

What We Changed

→Repositioned core offering messaging around buyer pain points vs. feature list
→Restructured demo funnel with intent qualification before booking
→Built ABM program targeting accounts already engaging with content

2x

SQL rate · increase in 60 days

+34%

Demo close rate · after funnel restructure

120+

ABM accounts engaged · in first campaign

HR Tech · Bootstrapped

Challenge

Founder-led sales. All pipeline came from the founder's network. Needed to build an outbound motion that could run without founder involvement.

What We Changed

→Built full Clay-powered outbound system with AI personalization
→Trained and handed off to in-house SDR with documented playbooks
→Set up HubSpot with complete handoff workflow and pipeline reporting

$800K

Pipeline · generated in 6 months

100%

Outbound independent · of founder time

3 weeks

SDR ramp time · with system in place

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