5×more demos in under 3 months
Targeted outreach built with Clay, integrated in HubSpot.
Read the client story
Clay Artisan Partner · DACH
A Clay partner for your sales team.
We set up Clay so accounts, buying centers and buying signals arrive in HubSpot. For B2B software, SaaS and professional services in Germany, Austria and Switzerland, built around how your team sells.
Clay Artisan Partner for B2B software and professional services in DACH.
- Artisan Solutions Partner
Clay partner status
- CRM enrichment
Clay certification
- Inbound automation
Clay certification
- Outbound automation
Clay certification
- Clay partner tier
- Artisan
- One-time setup and handoff
- From CHF 20,000
- Until go-live and handoff
- 6–8 weeks
From target account to CRM.
Four steps your team otherwise does by hand between sources and HubSpot.
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1 Identify accounts
You see which companies fit your offer: by your ideal-customer criteria, or as accounts similar to customers who already buy.
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2 Enrich the buying center
Each account gets the relevant people, roles and contact details. Missing fields are filled from several sources, and duplicates are merged first.
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3 Prioritise buying signals
Job changes, hiring and tech-stack changes show where something is moving. Your team works those accounts first, instead of a list from top to bottom.
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4 HubSpot as the maintained source
Enriched accounts and contacts land in HubSpot. New leads are completed and assigned before anyone researches them by hand.
From the GTM Efficiency Guide
Six use cases: what goes in, what happens, what comes out
See how your data and signals become concrete actions for your CRM and team.
Download the guide
Tech stack & CRM consolidation
Your growing tech stack spreads data across separate tools and requires manual exports.
- Custom integrations
Example in the guide: Workist
Tools from the guide
- HubSpot
- Clay
- Salesforce
- Zendesk
- Zapier
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Input / signal
- Overlapping licences and fragmented data
- Shadow CRMs in Excel and manual exports
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Check & enrichment
- Map tools, data flows and processes
- Identify overlaps and unused licences
- Review workflows; reduce required fields and exceptions
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CRM & team action
- Connect marketing, sales and customer success on one platform
- Connect Clay via webhook and integrate existing systems
- Provide pipeline and performance reports directly in the platform
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Your result
- One data foundation for your customer journey
- Answers for every team without data exports
Incomplete CRM data
Missing or outdated contact and company data make work in the CRM harder for your team.
- Contact & company enrichment
Example in the guide: Spotcom
Tools from the guide
- Lusha
- Clay
- BuiltWith
- TheirStack
- Sales Navigator
- Fibbler
- Claygent
- Teamfluence
- HubSpot
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Input / signal
- Company size, revenue, industry and tech stack
- Email, mobile number, LinkedIn URL and role
- Engagement signals, call notes and open deals
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Check & enrichment
- Merge duplicate contacts and accounts before enrichment
- Fill missing fields from multiple sources in priority order
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CRM & team action
- Refresh contacts and companies on a schedule; flag outdated data
- Identify and enrich relevant stakeholders for each account
- Add context to customer records at the handoff to customer success
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Your result
- A clean data foundation for your team
- Automated workflows and less admin work
Manual research
Before your calls, accounts, roles and current developments need researching and a briefing needs preparing.
- Account Research
- TAM sourcing
Example in the guide: node.energy
Tools from the guide
- Claygent
- Perplexity
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Input / signal
- ICP account list for the whole market
- Champion job changes, hiring spikes and tech stack changes
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Check & enrichment
- Assess ICP fit with AI
- When a signal fires, enrich contact, role, news, case study and opener
- Identify stakeholders and the buying group
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CRM & team action
- Deliver a five-minute briefing straight to the CRM or inbox
- Bring together deal stage, previous interactions and an opener before the call
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Your result
- Your team is prepared for every call
- Research runs automatically in the background
Routing & qualification
Your inbound leads often contain only a name and email; role, phone number, company size and buying signal are missing.
- Lead Capturing
Example in the guide: Experts Inside
Tools from the guide
- HubSpot
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Input / signal
- Incoming inbound form
- Name and email with missing company and contact context
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Check & enrichment
- Enrich details; classify ICP fit, intent and deal size
- Combine firmographic fit, engagement and behaviour into a score
- Tag leads outside the ICP and move them into nurture
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CRM & team action
- Route qualified leads to the right rep
- Start a first-touch sequence and provide a complete briefing
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Your result
- You respond in minutes instead of hours
- Your team works on qualified pipeline
Automated outreach
A job change, funding or an intent spike gives you a concrete reason to reach out.
- Signals
Example in the guide: knk
Tools from the guide
- Fibbler
- Clay
- Lemlist
- Claude
- Codex
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Input / signal
- Job change, funding or intent spike
- Engagement with LinkedIn ads, posts or profiles
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Check & enrichment
- Draft an opener from the signal, company context and role
- Prepare re-engagement from deal history and new triggers
- Hand champion job changes at strategic enterprise accounts directly to the rep
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CRM & team action
- Connect outreach across email, LinkedIn and phone
- Stop the sequence when a reply arrives
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Your result
- Your outreach is relevant at the right moment
- Messages read like individual research
Market & customer base monitoring
Changes at target and customer accounts give you new reasons for conversations and signals before renewal.
- Company Awareness
- Signals
Tools from the guide
- Clay
- HubSpot
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Input / signal
- Champion departure, job change or acquisition
- Platform change, hiring or new leaders
- Usage decline, ticket spike or CS note before renewal
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Check & enrichment
- Monitor events and assess their relevance to your offering
- Review usage, ticket sentiment, champion stability and external news
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CRM & team action
- Route the event and a short briefing to the responsible rep
- Deliver an account dossier to customer success before renewal
- Flag the account and draft a message to the successor
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Your result
- You identify opportunities with project and role context
- Displacement and expansion opportunities become visible
Setup, then your team.
You get a build and a handoff. Light maintenance afterwards is only there if you want it. We do not take over your entire sales process.
Setup and handoff
The engagement supports your existing sales team. Your revenue leads contribute their sales context and requirements.
- Typically 10–20 hours from your revenue lead
- Your team operates the system itself
Light maintenance, optional
After the handoff we can adjust workflows when sources or fields change. Active outreach stays a separate service.
- Only after the handoff
- We do not run your whole pipeline motion
- Campaigns and sequences live elsewhere
How the project runs
From CHF 20,000 · 6–8 weeks to go-live and handoff
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30–60 minutes
Discovery
A prioritised opportunity for your sales team.
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1–2 weeks · Weeks 1–2
Strategy & audit
A workflow and data-flow map with the gaps identified.
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4–6 weeks · Weeks 3–8
Build & configure
Working workflows in Clay and HubSpot.
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1 week · within weeks 6–8
Training & handoff
Documented operations your team can run independently.
How node.energy creates more relevant conversations.
The figure belongs to this client story. It is not a promise for every setup.
5× more demos in under 3 months
node.energy connects industrial companies with renewable energy producers. Expanding on the buyer side took substantial sales time: wrong contacts, missing phone numbers and manual research slowed the team down.
What changed for the sales team
Clay enriched company data and helped segment target accounts by their purchasing situation. Relevant contacts, direct phone numbers and timely signals made outreach more targeted, integrated with HubSpot and the team’s daily work.
This gave the team a stronger foundation for sales conversations. The client story reports an increase from an average of 5–6 to 30–35 demos per month.
Read the client story ↗
Before you book.
Is this a setup or an ongoing engagement?
First a setup with training and handoff. Light maintenance afterwards is only if you want it. Unlike active outreach, we do not keep running your campaigns from here.
Do we already need a sales team?
Yes. The build frees a team that already works accounts and leads. It does not create net-new demand from zero.
What if our CRM data is already messy?
Merging duplicates and filling missing fields is part of the build, before automation sits on top.
Does this include all new-business work?
The setup detects buying signals and writes them into HubSpot in priority order. Running the campaign and active outreach are a separate service, and so is LinkedIn.
Alongside, not instead.
Guides for the decisions behind scalable revenue.
Comparisons, playbooks and calculators for teams that do not want to treat pipeline, HubSpot and sales execution as separate systems.
What Pipeline Gaps and CRM Chaos Really Cost You
ROI logic and scorecards for teams that want to quantify pipeline losses, tool costs, and sales-cycle friction.
Ultimate Outbound Guide
A hands-on outbound guide for B2B founders: messaging that converts, how to identify and enrich ICP leads, and the sequences that still work.
LinkedIn as an Integrated Go-to-Market Engine
Only 5% of your market is buying now. How to use LinkedIn as an integrated go-to-market engine so you make the shortlist of the other 95%.
Testimonials
What our clients say.
Experts Inside
“I could not be happier. We have now achieved major successes and have a process that enables us to scale: onboard new salespeople and make them productive. The question is no longer, ‘What should they do?’ It is completely clear—they follow the framework.”
Daniel, Co-Founder & CEO, Experts InsideExperts Inside
- Industry
- Professional IT services
- Service
- Pipeline Generation
- Duration
- 15 Months
With SalesPlaybook, executive brand building translated into a won deal within just a few months for the first time – completely changing how Calibo sees LinkedIn as a channel.
Ana García Colomina Calibo
- Service
- Pipeline Generation
- Duration
- 4 Months
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“We have understood our ICP very well for 26 years. Over time, we had built a wonderful funnel: our organic traffic converted the customers who already had a need. It worked extremely well. But eventually, that funnel was exhausted. We could not simply send more budget to Google, Bing, or another provider and expect more conversions to come out.” — Allan Abt
Allan AbtWechselstube
- Industry
- Fintech
- Service
- Pipeline Generation
- Duration
- 6 Months
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