Phi Consulting
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Founder Network Outbound

Export your LinkedIn connections, qualify and score them by fit, then route into three tiers: personal outreach for Tier 1, blended automation for Tier 2, nurture for Tier 3.

OutcomeTurns warm founder relationships into qualified pipeline without burning the network on low-fit contacts.

OperationalTime to value: 1 to 2 weeks6 tools

How it flows

How it flows.

Source
Export LinkedIn Connections
Process
Company Qualification
Process
Person Qualification
Agent
Lead Scoring
Output
Tier 1
Output
Tier 2
Output
Tier 3
Channel
AE Manual Outreach
Process
Phone Enrichment
Channel
Email + LinkedIn Automation
Channel
Email Nurture
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    Build it, step by step

    Build it, step by step.

    1. 01

      Export founder connections from LinkedIn

      Pull the raw CSV of LinkedIn connections. This becomes the seed list for outbound.

      • Navigate to LinkedIn Settings & Privacy → Data Privacy → Get a copy of your data
      • Request the larger archive that includes connections
      • Download the CSV when the link arrives via email
      • Upload the connections file into Clay as a new table

    2. 02

      Qualify companies against ICP

      Enrich each connection's company and filter to ICP matches only.

      • Use Clay enrichment to pull industry, employee count, funding stage, and location
      • Add tech stack data if product fit depends on it
      • Apply ICP filters to remove companies outside target segments
      • Keep only accounts that meet minimum criteria for outreach

    3. 03

      Qualify individual contacts

      Enrich contact-level data and filter to decision-makers or buying roles.

      • Enrich job title, seniority, department, and reporting structure
      • Identify contacts who hold budget or influence purchasing decisions
      • Remove unrelated roles such as HR, finance, or operations unless they are the buyer
      • Pass only relevant contacts to scoring

    4. 04

      Score and tier leads with AI

      Use Clay AI to assign a priority tier and reasoning to each lead.

      • Prompt the AI to evaluate company fit, role relevance, and any contextual signals together
      • Assign Tier 1 for strong fit and high urgency, Tier 2 for good fit, Tier 3 for marginal fit
      • Exclude leads that fall below threshold
      • Append a short explanation for each tier assignment to guide reps

    5. 05

      Route to tiered outreach flows

      Send each tier to the appropriate channel mix based on priority and scale.

      • Tier 1: Assign to AE for manual calls and personalized email. Use BetterContact to enrich phone numbers.
      • Tier 2: Enroll in automated email via Instantly and LinkedIn DM sequences via HeyReach.
      • Tier 3: Enroll in email-only nurture via Instantly with lighter frequency.
      • Track replies and meetings across all tiers in your CRM

    The stack

    The stack.

    Related workflows

    Related workflows.

    Revenue WorkflowVisitor De-AnonymizationCaptures anonymous website traffic, unmasks company and contact data, scores fit, and triggers tiered outbound motion based on intent strength.
    Revenue WorkflowTarget Account Build and ScorePull closed deal data from your CRM, backtest to define your real ICP, build and score a broad TAM, then orchestrate outbound and signal tracking that pushes qualified accounts back into pipeline.
    Revenue WorkflowSignal ActivationThis workflow ingests intent signals from CRM, product, review sites, partner networks, technographic feeds, and social channels. It cleans, scores, and routes them into your CRM and activation tools so reps act on qualified opportunities fast.

    Talk to us: Want this workflow run for you?

    We wire it into your stack, then run it.

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