All case files

Series C, Security

Champion tracking

Champion tracking

Champion tracking

Tracked 3,800 past users and buyers as they moved companies, enriched their new accounts and routed warm intros to the owning rep within a day of the change.

3.2x

meeting rate vs cold outbound

140

warm intros routed per quarter

Built with

Clay, HubSpot, Slack, Claude

The problem

Happy users kept moving to new companies, and nobody noticed until a competitor had already signed them.

What I built

A tracker on 3,800 past users and buyers that flags job changes within a day. Clay enriches the new company, checks it against the ICP and CRM, and routes a warm intro to the owning rep in Slack, with a Claude-drafted note that mentions the product they already know.

The result

Meeting rate on these intros is 3.2 times cold outbound, and the team routes around 140 warm intros a quarter.

P.S.

If your reps spend more time researching than selling, let’s fix that.

Twenty minutes, no deck. Bring your CRM questions and I’ll tell you what I’d build first, even if we never work together.

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