What is a sales opportunity?

A sales opportunity is a qualified prospect who has shown interest in your product or service and has the potential to become a paying customer. We help identify and nurture these opportunities through automated systems.

Who is this service for?

Our revenue systems are designed for B2B companies, SaaS businesses, and enterprises looking to optimize their go-to-market strategy and scale their top-of-funnel operations through AI-powered automation tools like Clay, n8n, and Instantly.ai.

How does your pricing work?

Every company is typically in a different place, so we have various engagement models designed to meet different needs. Most engagements begin with a launch package where we stand up infrastructure suitable for your volume needs. We typically charge on retainer as an engaged, ongoing partnership to build and maintain systems and deliverability. We also offer project-based website build-outs delivered in phases. Our pricing is value-based and tailored to your specific needs, infrastructure requirements, and growth goals.

How are you different from traditional lead generation agencies?

We don't consider ourselves a lead generation agency. We build top-of-funnel revenue systems designed to increase your top line and support sustainable growth. Rather than just generating leads, we plug into your existing offerings and consult to deliver your solution to market more effectively. We help bridge the gap to raise top-line revenue, optimize go-to-market strategy, improve operational efficiency, and drive continued growth. Our approach includes gaining market intelligence, rapidly testing outbound campaigns at scale to validate product-market fit, and consulting on creative approaches to pique curiosity, raise awareness, and start new conversations with qualified opportunities.

What is a sales opportunity?

We define a 'sales opportunity' as a targeted person in your target market who is interested in talking to you about your product or service.

Who is this service for?

This service is for B2B businesses who want to scale their offerings and are not already using email marketing effectively. It's perfect for founders who want to spend more time closing deals instead of prospecting, have a compelling offer and strong value proposition, and are prepared to handle interested leads with care and attention. If you're buying into multiple tools like Apollo or ZoomInfo, we can save you time and money while automating and scaling your process.

How does your pricing work?

Our pricing is value-based and tailored to your specific needs, infrastructure requirements, and growth goals. We typically charge on retainer as an engaged, ongoing partnership. Most engagements begin with a launch package where we stand up the infrastructure suitable for your volume needs to generate opportunities and pipeline. We also offer website build-outs which are typically project-based and delivered in a phased approach. For detailed pricing, visit our pricing page or book a consultation.

How are you different from traditional lead generation agencies?

We don't consider ourselves a lead generation agency. We build top-of-funnel revenue systems designed to increase your top line and support sustainable growth. Rather than just generating leads, we plug into your existing offerings and consult to deliver your solution to market more effectively. Our approach includes gaining market intelligence, rapidly testing outbound campaigns at scale to validate product-market fit, and consulting on creative approaches to pique curiosity and start new conversations with qualified opportunities. We optimize what you currently have, test hypotheses quickly, and build systems that scale—not just send emails.

What do I need to do to get started?

To get started, we schedule a discovery call to ensure we are a good fit for your business needs and goals. From there, we set up your inboxes (domain purchases, inbox configurations, DMARC/DKIM, etc), which require a two-week warm up period. We schedule an onboarding session with you and develop a creative winning strategy with your offer.

Framework•Go-to-Market Strategy

G.E.A.R.

Get → Evaluate → Author → Release

A systematic framework for transforming raw data into actionable outreach and distribution at scale.

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The Core Philosophy

"Without structure, data goes nowhere.
With structure, it turns into action."

The G.E.A.R. Flow

From raw data to revenue — a continuous cycle

Get Data

Evaluate

Author

Release

The Four Phases

Each phase builds on the previous one. Master the sequence to build a self-improving go-to-market machine.

Phase 1

GET

Data Acquisition

Start with your source. The source of your data dictates the rest of your workflow.

→Quality of the data

→What you have available

→What is needed for your goals

→How you access it (APIs, exports, scraping)

Phase 2

EVALUATE

Data Analysis

Consume & analyze the data. This is where most people get stuck — and where automation has the biggest impact.

→Reading rows manually → Automated enrichment

→Finding email addresses → Waterfall enrichment

→Scoring & qualifying → Qual/quant algorithms

→Researching websites → AI agents (Claygent)

→Categorizing leads → AI classification

Phase 3

AUTHOR

Creating New Data

Craft your outreach. This is your most creative moment — where you mold raw data into compelling, personalized messaging.

→Define your angle/hook

→Combine datasets and integrations

→Transform "clay" data into unique, valuable content

→Use AI for case studies and research synthesis

→Craft personalized, relevant copy at scale

Phase 4

RELEASE

Distribution at Scale

Launch & distribute. GTM = Sprinting. Speed to market matters, and consistent cadence beats one-off blasts.

→Email sequences at scale

→LinkedIn automation

→Multi-channel sync (email + social)

→Video content distribution

→Track responses & iterate

The Loop

Build once, run forever

G.E.A.R. isn't a one-time process — it's a loop. Your system should spin faster every cycle.

Feed the Loop

→Every campaign generates data — feed it back into GET
→Replies, opens, clicks → new EVALUATE signals
→Winning copy becomes templates for AUTHOR

Systematize

→Build reusable templates & SOPs for each phase
→Automate handoffs (Clay → Instantly → CRM)
→Store in a master database (Supabase)

Goal: Remove yourself from the process — the system runs without you.

The Full-Stack GTM Flywheel

Every channel connected. Every lead captured.

"Your website is the destination. Everything else is a pipe."

Website (Hub)

The destination. Cold → Warm. Lead magnets, CTAs, intent capture.

Supabase

The backbone. You own the data. $25/mo.

Clay

Sprint tool. 100+ integrations, one login.

Cold Outbound

Instantly + HeyReach. Email + LinkedIn.

n8n Automation

Score, route, trigger, notify.

Retargeting

LinkedIn, Meta, Google. Bring them back.

Clean CRM

Qualified leads only. Full context + intent.

Key Principles

Website is the hub — not just a brochure, a dynamic resource

Cold → Warm, not Cold → Close — the website does the closing

Every pipe feeds the hub — all channels drive to one place

Compounding returns — every interaction spins the flywheel faster

You own your data — Supabase as the backbone, not SaaS lock-in

"The best outbound machines aren't campaigns. They're systems."

Brandon Charleson · Clay [Club] Utah

Ready to build your G.E.A.R.?

Let's architect your go-to-market system together. From data acquisition to multi-channel distribution.

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