Step 1
Sync All Contacts
Forms, outbound tools, events and apps land in HubSpot or Attio. n8n covers the gaps. The record is finally complete.
Step 2
Clean Records
ZeroBounce or Kickbox validate emails. Twilio Lookup validates phones. Stale records flagged, duplicates merged.
Step 3
Enrich Records
Clay, Clearbit, Apollo, PDL, Crunchbase fill in firmographics, technographics, funding stage and headcount.
Step 4
Lead Intelligence
News, funding, launches and hiring trends pulled in continuously via n8n. The context lives on the record.
Step 5
Score & Segment
Every lead scored 1–10 via Clay plus AI. Segments built on the combined signal of fit and intent.
Step 6
Choose Playbook
Each segment maps to a clear action plan in HubSpot or Attio workflows. The next step is never improvised.
Step 7
Revive Closed Lost
Deals lost months ago re-open when signals change: new VP, competitor switch, funding round. Pipeline returns.
Step 8
Champions Change Jobs
Past champions tracked across job moves via Sales Navigator. They land somewhere new, outreach triggers automatically.
Step 9
Reactivate Ex-Clients
Churned customers with fixable reasons get queued. Some come back. Many provide referrals on the way.
Step 10
Trigger Actions
Sequences start, tasks assign, alerts fire. The execution layer does not wait on a human to remember.
Step 11
Update Fields
Scores, stages, owners and properties stay current in HubSpot or Attio. The CRM reflects reality, not last quarter's.




































