All case files

Series B, Dev tools

Senior Living

Senior Living

Senior Living

A tour offers a first impression, but it cannot fully capture what makes a community special. Custom editorial books bring its people, culture, hospitality, and everyday life into focus—giving prospective residents and families something meaningful to revisit and discuss as they consider their next chapter.

7.4%

reply rate, up from 1.9%

$1.1M

pipeline in the first 90 days

Built with

Clay, Claygent, Smartlead, HubSpot

The problem

Five SDRs spent most of their week building lists by hand. Reply rates sat under 2%, and nobody could say which accounts were actually in-market.

What I built

A Clay table watching 9,400 target accounts for job changes, hiring spikes and funding news. Each signal runs a waterfall across four providers for a verified email, then a Claygent pulls three facts about the account. The rep approves a first line in Slack before it goes to Smartlead, and every touch syncs back to HubSpot.

The result

Reply rate went from 1.9% to 7.4% within six weeks. The engine sourced $1.1M in pipeline in its first 90 days, and two of the five SDRs moved into closing roles.

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Elective Healthcare

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.