Phi Consulting
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Inbound Signup Expansion

When someone signs up on your site, this workflow scores them, finds additional contacts at high-fit companies, and routes them into manual or automated sequences based on tier.

OutcomeConverts inbound signups into multi-threaded pipeline by expanding coverage at high-fit accounts before they go cold.

OperationalTime to value: 2 to 3 weeks8 tools

How it flows

How it flows.

Source
Website Signup
Process
Account Enrichment
Process
Contact Enrichment
Process
Data Normalization
Agent
AI Qualification
Process
Lead Scoring
Output
Tier 1
Output
Tier 2
Output
Tier 3
Process
Find More Contacts
Output
Champions
Output
Decision Makers
Channel
Manual LinkedIn Outreach
Channel
Automated Email Sequences
Channel
Slack Reply Alerts
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    Build it, step by step

    Build it, step by step.

    1. 01

      Capture signup via webhook

      When a visitor submits your signup form, fire a webhook into Clay with name and email.

      • Add webhook endpoint to website signup form
      • Pass full name and email address as payload
      • Clay receives each signup in real time

    2. 02

      Enrich account and contact

      Use Clay enrichment providers to append company and person attributes for scoring.

      • Run account enrichment: industry, headcount, geography, funding
      • Run contact enrichment: job title, seniority, LinkedIn profile, work email
      • Store all enriched fields in standardized Clay columns

    3. 03

      Normalize columns

      Ensure all downstream scoring and routing logic reads from a consistent schema.

      • Create fixed columns: Company Name, Company LinkedIn URL, Headcount, Full Name, Job Title, Work Email, LinkedIn Profile URL
      • Map enrichment outputs into these columns
      • Handle nulls or malformed data with fallback logic

    4. 04

      AI qualification filter

      Use a ChatGPT prompt to disqualify signups that do not match ICP or role relevance.

      • Pass enriched company and role data into ChatGPT integration
      • Prompt checks: company ICP alignment and role relevance
      • Tag record as Qualified or Not Qualified
      • Stop workflow for Not Qualified records

    5. 05

      Score and tier leads

      Apply a formula in Clay that assigns a tier based on fit criteria.

      • Define scoring formula aligned to ICP: headcount, industry, seniority, geography
      • Assign Tier 1 (strong fit), Tier 2 (good fit), or Tier 3 (okay fit)
      • Store tier value in a dedicated column

    6. 06

      Find champions and decision makers at Tier 1 accounts

      For high-fit companies, use AI Ark, Clay, and Apollo to locate additional relevant contacts.

      • Run AI Ark contact finder for Tier 1 company LinkedIn URL
      • Fall back to Clay or Apollo if AI Ark returns no results
      • Filter by job title keywords and seniority level
      • Enrich contact email and LinkedIn profile for each result

    7. 07

      Manual outreach for Tier 1

      Route Tier 1 contacts into HeyReach for personalized LinkedIn messages based on signup context.

      • Push Tier 1 contact list to HeyReach
      • Personalize first message using signup data and enrichment fields
      • Rep reviews and approves each message before send

    8. 08

      Automated sequences for Tier 2 and Tier 3

      Send Tier 2 and Tier 3 contacts into Instantly email sequences tailored to fit level.

      • Push Tier 2 contacts to Instantly sequence A
      • Push Tier 3 contacts to Instantly sequence B
      • Each sequence uses ICP tier to adjust messaging and follow-up cadence

    9. 09

      Real-time reply alerts in Slack

      Post a Slack message when any contact replies, including name, company, tier, and reply text.

      • Connect HeyReach and Instantly to Slack via webhook or Zapier
      • Trigger notification on reply event
      • Include contact name, company, tier, and first 200 characters of reply
      • Route to #sales-alerts or equivalent channel

    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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