Executive Summary
Built outbound demand-generation programs across staffing and HR technology using account targeting, enrichment, cold email and multi-touch engagement. Architected AI-powered RevOps workflows using Clay, Make, AI agents and HubSpot.
Context & Challenge
LanceSoft is a staffing and HR technology company serving enterprise clients. The company needed to scale outbound demand-generation across staffing and HR technology verticals while building scalable, repeatable processes.
Outbound prospecting was manual and inconsistent. Lead enrichment was fragmented across multiple tools. There was no systematic approach to account targeting, multi-touch engagement, or pipeline tracking. Sales and marketing operated in silos with limited visibility into pipeline performance.
Strategy & Architecture
Built a systematic outbound demand-generation program with systematic account targeting, enrichment, cold email and multi-touch engagement. Architected AI-powered RevOps workflows using Clay, Make, AI agents and HubSpot to create scalable, repeatable processes. Connected sales and marketing through shared pipeline visibility and shared processes.
Outcomes & Quantified Results
Built scalable, repeatable outbound demand-generation program. Reduced operational overhead by 5 hours per week through AI-powered RevOps workflows. Improved pipeline visibility and sales-marketing alignment. Established systematic processes for outbound prospecting, enrichment, and multi-touch engagement.