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Babarogic © 2023. Designed by Goran Babarogic

Babarogic © 2023. Designed by Goran Babarogic

Prospecting Automation

Clay + n8n Prospecting Automation

We build Clay and n8n prospecting systems that automate lead sourcing, enrichment, and outreach for faster, smarter sales growth.

Industry

Fintech

Headquarters

Texas

Founded

2014

Company size

100+

Links

Impact:

This case study shows how intelligent prospecting automation built with Clay and n8n can triple lead generation, cut research time in half, and personalize outreach at scale. The result is a continuous, always-on pipeline that supports consistent growth.

Challenge:

Many teams faced friction in their prospecting workflow.

  • Lead sourcing and enrichment were manual and inconsistent.

  • Disconnected tools caused data loss and duplicate contacts.

  • Outreach lacked personalization, resulting in low reply rates.

  • Reporting on performance required hours of manual work.

Solution:

We built an end-to-end automated prospecting engine powered by Clay and n8n.

  • ICP Definition & Data Mapping: Defined target segments, filters, and enrichment sources.

  • Clay Workflow Build: Automated lead discovery, enrichment, and scoring based on firmographic and behavioral data.

  • n8n Integration: Connected Clay with CRMs, Smartlead, and Apollo for automated syncing and campaign triggers.

  • Dynamic Personalization: Used Clay variables to customize messaging by persona, role, and trigger events.

  • Analytics Layer: Connected n8n with reporting tools for real-time performance dashboards.

Results:

  • 3× increase in qualified leads generated per week.

  • 50 % reduction in manual data collection and enrichment time.

  • 35 % improvement in reply and engagement rates.

  • Fully automated 24/7 prospecting system running without manual oversight.

25%

25%

Reduced Errors

6k

Hours Saved

20%

20%

Increase in Revenue Per Rep

Process

01
Discovery & Data Review

We analyzed sales workflows, CRM data, and pipeline bottlenecks to identify where AI could drive efficiency.

02
Model Design & Training

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03
Integration & Automation

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04
Testing & Calibration

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05
Deployment & Enablement

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

01
Discovery & Data Review

We analyzed sales workflows, CRM data, and pipeline bottlenecks to identify where AI could drive efficiency.

02
Model Design & Training

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03
Integration & Automation

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04
Testing & Calibration

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05
Deployment & Enablement

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

01
Discovery & Data Review

We analyzed sales workflows, CRM data, and pipeline bottlenecks to identify where AI could drive efficiency.

02
Model Design & Training

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03
Integration & Automation

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04
Testing & Calibration

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05
Deployment & Enablement

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

Tools