Our client is a retirement tech company struggling with manual research and lead prioritization, looking for a smarter way to focus their team’s efforts and uncover high-value opportunities.
Strong ICP, clear value prop… but missed timing and generic outreach.
Problem? No system to surface buying signals, qualify leads, or route relevant context fast.
✅Playbook 1 → Target Account Signals → HubSpot
→ Took the client’s account list and watched for sales-ready triggers: relevant job openings, company news, partnerships, and fundraising.
→ Pushed signals into HubSpot at the account level.
→ Auto-notified stakeholders by email the moment a qualified update landed (Slack-ready if they adopt it).
Outcome: reps start from a why-now moment instead of a cold hello.
✅Playbook 2 → LinkedIn Influencer Engagers → Qualified Outreach
→ Mapped 5–10 relevant LinkedIn creators in their space.
→ Aggregated all posts into a single table and auto-classified post relevance (high / moderate / not relevant) to the client’s offering, no more manual scrolling.
→ Qualified the engagers’ companies against ICP fit and enriched contacts for the right personas.
→ Drafted 3-step outreach emails (and LinkedIn copy) tied to the exact post the buyer engaged with. The routed copy to HubSpot for review and send.
Outcome: high-relevance conversations with people who showed interest in the exact topic we solve.
✅Playbook 3 → Website Visitors → De-anonymize, Qualify, Sequence
→ De-anonymized company visitors from their tracking tool.
→ Qualified by ICP and enriched the right stakeholders (emails validated).
→ Sequenced outreach based on the page they spent the most time on (use-case context baked in).
Outcome: captured high-intent traffic at the right moment, with messaging anchored to what they actually explored.
→ No more manual research across job boards, LinkedIn, or web tools
→ Sales team now gets real signals tied to intent, in real time
→ Outreach content is highly personalized, based on what the lead actually interacted with
→ Their funnel is now powered by timely signals, not cold lists or guesswork
And most importantly:
→ Reps are spending more time reaching out, and less time figuring out who to reach
→ Their outbound is lean, relevant, and ready to scale
