Built a signal-led outbound operating system for financial spreading automation
ICP definition, Clay ABM engine, HubSpot outbound layer, execution tooling, and team enablement
the starting point
No outbound infrastructure.
Outreach was happening without a way to identify which banks were in an active buying window.
Email, LinkedIn, and calling had no connected execution layer.
The team needed to own and run campaigns independently post go-live.
what we did
Defined ICP, buyer personas, and account segmentation logic across US and India/APAC markets.
Built a Signal-to-Motion ABM framework in Clay with qualification gates, 10-signal scoring, and three-tier segmentation (Suspects, Prospects, High-Priority Prospects).
Configured Clay table structure and Clay-to-HubSpot sync workflows.
Set up OpenAI integration within Clay to optimise credit consumption.
outcomes
Forecast accuracy
60% fcst
HubSpot adoption
75% CRM
Manual reporting
65% saved
Tool cost saved
15 days
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