Pipeline you can traceback to the dollarthat sourced it.
Clean target lists, real buying signals, inbound that reaches a rep in minutes, and attribution the board believes. We build the CRM, Clay, and AI layer that turns your marketing spend into pipeline you can prove.
Trusted by companies with $1B+ VC/PE raised and asset managers with $500B+ AUM
Where it breaks today.
What we hear most from marketing and demand gen teams before we start.
Lists built from stale exports
A one-time data pull, uploaded once a quarter. Bounces climb, titles are wrong, and half the accounts never fit your best customers in the first place.
Inbound waits in a queue
A demo request sits for a day while routing rules argue over who owns the account. By the time a rep calls, the buyer has booked with someone else.
Nobody agrees on what worked
Marketing reports MQLs, sales reports closed won, and finance asks which dollars produced pipeline. Every board meeting starts with a debate about the numbers.
02 · The system we build
Four layers. One system.
The AI your team works in, the CRM underneath it, the tools that feed it, and the data you already have, connected and governed.
LAYER 01
AI Transformation
What your team works in
Claude, ChatGPT, or Grok researching accounts, drafting first-touch messaging, and summarizing campaign results from your CRM, with your team approving what goes out under your name.
LAYER 02
CRM
The system of record
Salesforce or HubSpot modeled for accounts, buying groups, campaigns, and opportunity sourcing, so marketing and sales report from the same record.
LAYER 03
Overlay products
Data and workflow on top
LAYER 04
Your data
Where the truth lives today
The signal board
Every account worth working this week, and why.
One ranked view of the accounts that fit and are showing buying signals right now, who owns them, and what to say. Built from your data and your best customers, not a vendor's lead score.
- Fit scored against the customers you actually close and keep
- Signals like hiring, funding, pricing-page visits, and champion moves, explained
- Pipeline sourced and influenced by channel, tied to real opportunities
Orbital Health's former champion, Dana Ruiz, just joined as VP Operations and the account has no owner. Route it to Maya in the West territory, with a drafted note referencing Dana's results at her last company?
Route & draft introIllustrative example. Names and figures are fictional.
The agent menu
The agents we build most often for marketing and demand gen teams. If your team repeats it, we can build it.
ICP List Builder
Builds target account and contact lists from the profile of your best customers, refreshed every week.
Analyzes closed-won and retained accounts, finds lookalikes in Clay, enriches contacts with verified emails and titles, and loads them into the CRM against the right owner without duplicates.
What changes
What your team gets back.
Lists that fit, every week
Target accounts and contacts built from your best customers and refreshed automatically, not pulled once a quarter.
Inbound worked in minutes
Every demo request matched, enriched, and in front of the right rep before the buyer moves on.
Numbers the board believes
Sourced and influenced pipeline tied to real opportunities, so the budget conversation starts with facts.
FAQ
Common questions
What does a modern demand gen stack look like?
For most B2B companies: Salesforce or HubSpot as the system of record, Clay for enrichment and signals, your ad and intent data feeding the same account records, and AI assistants like Claude or ChatGPT doing research and first drafts. Fewer tools, connected properly, beats a long list of point solutions.
Should we use an AI SDR to run outbound?
Not on autopilot. Fully autonomous outbound tends to send high volumes of low-relevance email and hurt your domain. We use AI for research, scoring, and first drafts, with a person approving what gets sent.
How do you fix attribution?
We agree on definitions with marketing, sales, and finance first, then build campaign and sourcing data into the CRM so every opportunity carries its history. Reporting comes from that data, not from a separate spreadsheet.
How long does it take?
A first version of enrichment, routing, and pipeline reporting typically takes 6 to 10 weeks, depending on the state of your CRM data.