Get leads where reps already work · route by account ownership · hold the 48-hour SLA · keep the CRM clean enough to prove attribution. No rep should have to log into a new tool.
HubSpot · Salesforce · Slack · Google Sheet · Clay · Claude. All updates real time. The right answer is wherever reps already get leads, with our context and priority added to the same funnel.
Priority (drives the SLA) · Guessed Stage · Competitors · Reasoning (why we flagged it). Plus individual activity as Tasks / Activity records. Build HubSpot lists and Salesforce reports off them. Connect the CRM and we create the fields automatically, one click.
Full enrich succeeds ~70% on average. If your process hard-requires an email, you will lose leads. Not every LinkedIn profile can be enriched. Those accounts are still workable by phone and LinkedIn. Decide this before you start.
We read ownership from your CRM and follow your existing patterns; unowned or unmatched accounts round-robin.
Expected, and useful. Shows who your competitors actually sell to, and which job titles you may be missing (we see which personas competitor AEs take demos with).
A contact and an SLA. Nothing else. They use your existing messaging. Using Clay for AI messaging? Give us the prompt that already works and we’ll write the output alongside the contact.
Built in, as long as your CRM has all outreach activity logged. Meetings and opps created:
Booked meetings only go up if the team acts within 48 hours. Otherwise it isn’t a fair test.
~1 in 4 high-priority and ~1 in 7 overall are live opps. Signal to booked meeting is about 3-4 weeks. Need cycle left: early (single signal) 45+ days; later-stage (repeated activity) 60+ days plus a late-entry offer. Under 45 days interception isn’t viable; defense still is.
High/medium: multi-channel within 48 hours. Low/nurture: automation plus marketing air cover. No SLA, no interception.
30+ accounts / day raw feed → ~10% high priority (roughly 40 to 200 / month) → 1 in 4 of those live (1 in 7 overall), so roughly 20 live opps / month.
The meeting gate only counts if all three are true: a working outbound motion with no parallel messaging tests, the 48-hour SLA actually followed on the accounts you’re counting, and the ROI calculator numbers checking out against your real ACV, booking rate and win rate. If any is false, judge on the first two gates and fix the condition first.
Set well under the ~20 live opps/month the ladder implies. Only just clearing them? The pilot is passing and something else needs debugging.
Month one is the weakest. Detection strengthens as coverage and the feedback loop build. Weight the back half.
We’ll do it with you. One-click CRM integration creates the fields. Clay users clone our template (invite us into your table if you want). Google Sheet auto-updates.
