The plumbing, built properly
Most revenue teams are either doing account research one browser tab at a time, or running automation so aggressive their outreach reads like a robot wrote it. We build the connective tissue between your tools so the busywork disappears and the judgment stays where it belongs.
In your workspace, on your credentials, with monitoring and documentation from day one. Certified Clay agency.
Anatomy of a workflow
- 01Signal detectedIn · A trigger firesJob change, funding, hireOut · A raw accountName only, nothing else
- 02EnrichedIn · Account name onlyOne string in a rowOut · Full recordFirmographics, contacts, role data, tech stack
- 03ScoredIn · Enriched recordEverything we knowOut · A fit scoreAgainst your ICP criteria
- 04RoutedIn · Scored recordWith a rank attachedOut · Owned & assignedThe right owner, the right play
- 05SequencedIn · Assigned recordIn the right handsOut · In a campaignMatched sequence, right timing
- 06LoggedIn · Campaign activityEvery touch, every replyOut · Clean CRM rowDashboard-ready
Six stages, zero human hours — and every one of them documented, so your team can change a rule without calling us.
- Workspaceyour-company.clay.com
- CRMyour-company.hubspot.com
- Enrichment creditsBilled to you
- SequencerYour Smartlead / Instantly seat
- Tables & workflowsOwned by your admin
Revoke our access on the last day and every workflow keeps running.
Nothing critical lives in an account you don't control
Every workflow, credential and table sits in your own workspace. That's not a courtesy at the end of an engagement; it's how it's built from day one.
These systems break in unglamorous ways
A data source changes format, an enrichment fails silently, a workflow stops without telling anyone. We build in fallbacks and monitoring, because an automation nobody notices has broken is worse than no automation at all.
- Enrichment source Ahealthy
- Enrichment source B — fallback readyfallback
- Signal ingestion webhookhealthy
- CRM sync (last run 2m ago)healthy
- Sequencer queuehealthy
- Silent-fail alertnotify
An automation nobody notices has broken is worse than no automation at all.
- 01 · signal-router.mdTrigger sources & routing rules
- 02 · enrichment-fallbacks.mdSource priority + failover
- 03 · scoring-model.mdWeights & rationale
- 04 · sequencer-map.mdSegment → campaign mapping
- 05 · monitors-and-alerts.mdWhat breaks, who's notified
Written down while it's fresh — not reconstructed from memory at handover.
Written down while it's fresh
Every workflow is documented as it's built, not reconstructed afterwards. That documentation is the difference between a system you own and a system you're merely renting access to.
Certified Clay agency
Much of this runs on Clay, the data and automation platform we're certified in. Certification isn't a badge — it means we know the platform deeply enough to build systems that hold up when your data changes, rather than brittle setups that work in a demo.
You own it, from day one
Halo AI — full Clay-built architecture, 60+ positive responses in 30 days, handed over. Read →
Common questions every first call.
No — we build and run it, and train whoever wants to own it.
Let's map the plumbing you actually need. what we'd fix first.
Bring your stack, your bottlenecks, and the workflows your team is doing by hand. We'll sketch the connective tissue live.