All case files

Series A, Fintech

Enterprise Identity Lifecycle Management

Enterprise Identity Lifecycle Management

Enterprise Identity Lifecycle Management

Managed user provisioning, deprovisioning, and access modifications while troubleshooting identity and authentication issues through Active Directory, Saviynt, and ServiceNow.

500K+

Users in VA environment

Built with

HubSpot, n8n, Clay, Slack

The problem

Demo requests sat in a shared inbox for an average of nine hours. By the time an AE replied, most prospects had booked with a competitor.

What I built

An n8n workflow triggered by every HubSpot form fill. Clay enriches the company and contact, a fit score decides the route, and the owning AE gets a Slack alert with a one-paragraph account brief and a booking link. Leads that don’t fit get a self-serve path, not a sales call.

The result

Median first response dropped from nine hours to four minutes. Demo-to-opportunity conversion rose 31% in the first quarter.

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.