Hey there, Matteo here 👋
I’ve been reflecting on what really creates consistent pipeline.
Not “campaigns.”
Not more volume.
But systems.
Repeatable, intelligent revenue engines that compound over time.
Let me show you what that looks like in real life.
This exact workflow generated $197K in closed-won revenue in just 5 months for one of our clients inside the TAM Acceleration Program.
It wasn’t magic. It wasn’t hustle.
It was strategy, execution, and a tech stack that works together, not in silos.
Phase 1: Intelligence & Triage (The Brain)
We start with an evergreen lead list → pulled and enriched in Clay.
Then comes the first automated decision point:
👉 Is the lead active on LinkedIn?
That one signal determines the entire campaign path.
Phase 2: Automated First Touch (The Outreach)
Depending on the answer:
If LinkedIn-Active → 2-step DM sequence via Heyreach
If Not Active → 2 cold call attempts via Kixie
If Still No Response → Auto-enrolled into 3-step email sequence via Smartlead
Each channel is triggered intelligently, based on real behaviour, not hope.
Phase 3: Intelligent Routing (The Command Centre)
This is where HubSpot takes over.
Any signal of interest (from any channel) triggers:
- Contact marked as “Interested”
- Added to the outbound pipeline
- 1-week SDR follow-up sequence begins
Sales doesn’t chase ghosts, they only work real, warmed-up leads.
Phase 4: Full-Funnel Management (The Conversion)
Now the SDR has a lead enriched with:
- ✅ Channel history
- ✅ Lead context
- ✅ Engagement signals
Their only job? Book the meeting.
From here:
- ✔️ If meeting booked → Pipeline updated
- ❌ If not → Lead enters long-term nurture (1 email/week)
💼 If deal is won → After 3 months, upsell/cross-sell sequence auto-triggers
This is how your team stays lean, focused, and revenue-aligned.
The Stack
This workflow ties together:
- Clay
- Heyreach
- Kixie
- Smartlead
- HubSpot
Into one cohesive GTM system.
It runs every day.
Without micro-managing.
Without losing leads.
And without guesswork.
If you want to see the exact blueprint we used to build this revenue engine…
Reply with “workflow” and I’ll send you the direct link with the behind-the-scenes breakdown.
Lawyer by training, then operations at Amazon. Runs delivery: process, documentation and the detail corporates expect.
LinkedIn ↗YouTube ↗