Fintech Startup
2-3 qualified meetings per day from automated outbound
A seed-funded fintech startup with no structured GTM system needed a way to automate outbound, identify warm leads, and accelerate learning — without hiring a full-time SDR team.
2-3
Meetings per day
10
Replies per 300 emails
0 SDRs
Hired
As a seed-funded fintech startup, the company had no structured GTM system in place. Their team was doing fully manual outreach, limiting their ability to scale pipeline or gather insights from their ideal customer profile.
The Challenge
- Fully manual outreach with no automation or sequencing
- No way to identify warm leads or buying signals
- Limited ability to scale pipeline without hiring SDRs
- Needed to accelerate customer learning and feedback loops
What We Built
Clay-Powered Outbound Engine: A system designed to automate and scale their go-to-market motion, built to educate their ICP and build awareness.
Competitor Intelligence: Identifies prospects engaging with competitor LinkedIn pages and adds them to the automated outreach flow.
Website Visitor Detection: Detects companies visiting their website and sends instant Slack notifications to the sales team.
Multi-Channel Outreach: Fully integrated GTM engine unifying data, workflows, and automation — enabling the startup to move from manual prospecting to a consistent, scalable pipeline.
Results
- 2–3 qualified meetings every day, giving the team a steady flow of conversations and real-time customer feedback
- For every 300 emails sent, 10 positive replies generated
- Additional meetings generated from LinkedIn campaigns
- Scaled outbound operations without hiring additional SDRs
- Full visibility into who's engaging with their brand
Impact
What started as a manual, founder-led sales motion became an automated, insight-rich GTM system — giving the company leverage to grow faster, learn faster, and operate like a funded revenue team.
Results in Action
