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Managed outboundHoldings group

A managed outbound engine for a holdings group

We act as the embedded GTM engineering function across the portfolio — building and running the engine, not handing over a sequence.

FIG. 03 — Build summarySheet 03 / 08
Parts built
03
Stack
Clay · n8n · HubSpot · Smartlead
Ownership
Client’s own accounts
FIG. 03 of 08 All builds

The problem

A holdings group needed outbound across several portfolio companies without hiring a full in-house GTM team for each.

What we built

  1. Targeting and enrichment architecture

  2. CRM, campaign infrastructure and the automation joining them

  3. Ongoing iteration on what the data says is working

What changed

FIG. 03.3 — Outcome

A maintained system with an owner for it — fractional, without the in-house headcount.

Stack

FIG. 03.4 — Tools in this build04 tools

  • Clay
  • n8n
  • HubSpot
  • Smartlead

What the client owns

As on every engagement, the domains, data and workflows sit in the client’s own accounts and are documented. If the client leaves, they keep all of it.

Standing policy · every engagement

  Next step

Your build could be the next one here.

Thirty minutes. We’ll look at your market and tell you honestly whether outbound will work for you — and where we’d start.

Book a strategy call

30 minutes · no obligation · no sequence afterwards