← All case studies
Koyfin$6M SeedFintech

2x warm pipelineFinally knowing who signs up

5:01
Motion
Product-led, freemium
Volume
Tens of thousands of sign-ups a month
Built on
Clay, HubSpot, enrichment APIs

Where they started

  • Growth came from word of mouth, with no marketing spend and a self-serve funnel.
  • The sales-assist motion worked well with known users, but most sign-ups used personal or corporate addresses their tools could not resolve.
  • Without knowing who registered, nobody could tell which accounts deserved a conversation.

What we built

A Clay instance wired into HubSpot

Every registration runs through enrichment on arrival and lands in the CRM with its company attached.

Several enrichment sources in a waterfall

Their existing tools plus the providers we recommended, so far fewer records stay unknown.

Routing into the warm campaign

Enriched sign-ups are scored and handed to sales with the context to open a relevant conversation.

What changed

3xregistrations that can be enriched
2xdeals created from those conversations
2xpipeline in the warm campaign

In their words

“We fully doubled our pipeline for our warm campaign.”
Ben Haghani, Head of Sales
“We have been able to basically triple the number of registrations that we are able to enrich. That is allowing us to pull up the veil and understand who these users are.”
Ben Haghani, Head of Sales
“If you are looking for a team that will really listen to your problem, help you articulate it better and give you solutions that make impact, this team definitely did it.”
Ben Haghani, Head of Sales
07 Inbound automation08 CRM optimization03 Lead scoring

Same shape of problem? Bring one segment. We map the signals that mean ready now and tell you honestly whether a system is worth building.

Book the call ↗

More case studies

3x ARRFounder-led sales became an engine a team could run+€350K pipelineTwo new channels and a CRM the team can work from+50K MRRTwo engines: one for buyers, one for publishers