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◇ Case study · Fintech

ShareChest. rebuilt as infrastructure, not a campaign.

ShareChest needed a pipeline engine that would survive scrutiny from a Series B board. We rebuilt the outbound stack end to end.

ShareChestlogo
Engagement
Cold email · LinkedIn · multi-channel rebuild
Region
North America
Duration
9 days to first SQL · 6-month run
MeetingsReply rateVelocity
47
Meetings / month
11.4%
Reply rate
9 days
Time to first SQL
◇ Challenge

An outbound stack that wouldn't survive a board review.

ShareChest was approaching a category-defining raise. Their existing outbound was duct-taped together across three vendors, no shared data model, and a sending posture that was actively burning the primary domain.

The CRO needed a system the board could audit — not a slide that promised meetings. Every artifact had to be inspectable: domains, sequences, scoring, routing, the lot.

Approach

How we shipped the engine.

Three sequenced phases — diagnose, build, run. No pitch decks, no pooled SDRs.

  1. 01 · Triage

    Quarantine the burning domain

    Move all outbound off the primary, stand up a dedicated sending infrastructure, and stop the bleed in week one.

    • 6 sending domains
    • Warmup orchestration
    • Deliverability monitor
  2. 02 · Architect

    One account list, one signal layer

    Replace three vendor lists with a single Clay-orchestrated source of truth, signal-scored against actual buying intent.

    • Clay enrichment graph
    • Signal scoring
    • ICP definition
  3. 03 · Ship

    Sequence email, LinkedIn, and calling against the same list

    Three channels, one account view, one reply queue. SDR replaced with operator-led handling; demo handoff inside 4 hours.

    • Multi-channel sequences
    • Reply ops queue
    • Demo handoff SLA
Shipped

Assets and systems the operator owns.

Every artifact below is handed off as inspectable infrastructure — not a deck.

Sequence · Multi-channel outbound system
Owned by client

Email + LinkedIn + calling sequenced against the same account list with shared reply ops.

Sequence◇ Shipped
Workflow · Clay → HubSpot enrichment graph
Owned by client

Signal-driven enrichment scoring accounts on intent, fit, and timing — refreshed daily.

Workflow◇ Shipped
Dashboard · Board-grade outbound dashboard
Owned by client

Reply rate, meeting rate, SQL conversion, and pipeline sourced — auditable to the message level.

Dashboard◇ Shipped
Playbook · Series B outbound playbook
Owned by client

Documented system the in-house team owns end-to-end, with calibration cadence.

Playbook◇ Shipped
Results

Before and after, audited line by line.

Results table

Movement on the metrics that mattered

Audited
MetricBeforeAfterNote
Time to first SQL47 days9 days
Reply rate1.8%11.4%
Meetings / month647
Primary domain healthBurningQuarantined · 99% delivery
◇ Rollout

The build, week by week.

No mystery box. Every milestone landed on a calendar the client could audit.

  1. 01Day 0–3

    Quarantine

    Primary domain pulled out of outbound; sending infra spun up.

  2. 02Day 4–9

    First live sequence

    Email + LinkedIn live against the first 400 accounts.

  3. 03Week 2–4

    Signal layer online

    Clay graph scoring accounts daily; sequences re-segmented.

  4. 04Week 5–8

    Calling layer + reply ops

    Operator-led queue; demo handoff inside 4 hours.

  5. 05Month 3+

    Board-grade reporting

    Auditable dashboard handed to CRO for board review.

◇ Operator says
They rebuilt our outbound stack like infrastructure. Nine days from kickoff to our first SQL, and it hasn't stopped compounding.
Chief Revenue Officer · CROShareChest
Let's build

A pipeline engine, shipped like this one.

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