Phi

Revenue Workflow

Visitor De-Anonymization

Captures anonymous website traffic, unmasks company and contact data, scores fit, and triggers tiered outbound motion based on intent strength.

OperationalTime to value · 2 to 3 weeks7 tools

The outcome

Converts dark funnel visitor data into qualified pipeline opportunities routed to the right channel at the right time.

How it flows

How it flows.

Source
Website Visitors
Process
Company ID
Process
Contact ID
Process
Enrich & Verify
Agent
Score & Tier
Output
Tier 1 Accounts
Output
Tier 2 & 3 Accounts
Channel
Slack Alert
Channel
Cold Call
Channel
Email (Tier 1)
Channel
LinkedIn (Tier 1)
Channel
Email (Tier 2/3)
Channel
LinkedIn (Tier 2)
Drag to pan · scroll to zoom

    Build it, step by step

    Build it, step by step.

    1. 01

      Capture visitor identity

      Track incoming website traffic and unmask company and contact metadata. Record visit behavior, frequency, pages, and timestamps.

      • Configure Warmly to monitor site traffic
      • Capture company-level identification from IP and firmographic reverse lookup
      • Capture contact-level identification where session data is available
      • Log pages viewed, visit frequency, and recency
    2. 02

      Stream visitor records into Clay

      Push all visitor signals from Warmly into Clay for centralized enrichment and scoring. Deduplicate to one record per company and one per contact.

      • Connect Warmly webhook or API to Clay table
      • Create unique company record and unique contact record
      • Preserve visit context, timestamps, and session metadata
    3. 03

      Enrich companies and contacts

      Layer on firmographic, technographic, and contact-level attributes. Verify email deliverability.

      • Append industry, employee count, location, website, product details
      • Add contact role, seniority, LinkedIn profile
      • Verify email addresses using Findymail waterfall
    4. 04

      Score and tier visitors

      Run scoring logic to classify each visitor by fit and intent. Assign tier based on company fit, role relevance, and visit strength.

      • Use ChatGPT or Clay formula to score company fit against ICP
      • Evaluate role relevance to buying committee
      • Weight visit frequency, recency, and page depth
      • Output tier: Tier 1 (best-fit), Tier 2 (good-fit), Tier 3 (okay-fit), Disqualified
    5. 05

      Alert and expand Tier 1 accounts

      Send real-time Slack alerts for high-intent visitors and expand account coverage to decision-makers and champions.

      • Push Tier 1 accounts to Slack with visit summary
      • Use Clay to find additional contacts at the same account
      • Enrich contact emails via Findymail
      • Enrich phone numbers via BetterContact
    6. 06

      Execute tiered outbound

      Route each tier into the appropriate channel. Tier 1 gets immediate call plus LinkedIn and email. Tier 2 gets automated multi-channel. Tier 3 gets scaled email follow-up.

      • Tier 1: immediate cold call via BetterContact, email sequence via Instantly, LinkedIn outreach via HeyReach
      • Tier 2: automated email and LinkedIn via Instantly and HeyReach
      • Tier 3: scaled email follow-up via Instantly
      • Append visit context to all messaging

    The stack

    The stack.

    Want a pod to run this for you?

    Phi pods plug this workflow into your existing stack as Revenue Infrastructure, then operate it.