8020 Consulting

Clay Implementation for 8020 Consulting

Powering startups backed by the biggest VCs in tech

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  • Chainguard

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  • Clio

  • factory.ai

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  • Integrate.io

testimonial

Clay has fundamentally changed how 8020 interacts with their ICP, eliminating hundreds of hours of manual research each month, while arming their team with consistently actionable, high-quality insights."

Bernardo Alves

Partner, GTM Strategy

8020 Consulting

Clay Implementation for 8020 Consulting

Powering startups backed by the biggest VCs in tech

  • Mistral AI

  • Chainguard

  • AssemblyAI

  • Clio

  • factory.ai

  • Anrok

  • Integrate.io

testimonial

Clay has fundamentally changed how 8020 interacts with their ICP, eliminating hundreds of hours of manual research each month, while arming their team with consistently actionable, high-quality insights."

Bernardo Alves

Partner, GTM Strategy

testimonial

Clay has fundamentally changed how 8020 interacts with their ICP, eliminating hundreds of hours of manual research each month, while arming their team with consistently actionable, high-quality insights."

Bernardo Alves

Partner, GTM Strategy

overview

8020 Consulting, an emerging Financial Services and Gap Management Consulting Firm out of California, lacked critical visibility across their key insights needed to help their sales team prioritize winning initiatives. LeanScale helped their team implement Clay to operationalize this invaluable data and deliver it seamlessly to their team, enriched and ready to be actioned on.

8020 Consulting, an emerging Financial Services and Gap Management Consulting Firm out of California, lacked critical visibility across their key insights needed to help their sales team prioritize winning initiatives. LeanScale helped their team implement Clay to operationalize this invaluable data and deliver it seamlessly to their team, enriched and ready to be actioned on.

About 8020 consulting

Funding Rounds

2013

Growth Equity

Fundraising growth

100-250

headcount growth

Sales Led

Revenue GRowth

problem

Outreach to Customers and Prospects Needed to Be Automated

8020 was running outreach manually to both existing customers and net-new prospects. They needed an automation layer in HubSpot that could scale their motion without sacrificing personalization or the quality of insights their team had become known for.

Top-of-Funnel Reporting Was Needed

8020 was running outreach manually to both existing customers and net-new prospects. They needed an automation layer in HubSpot that could scale their motion without sacrificing personalization or the quality of insights their team had become known for.

A Growth Model Was Needed to Double the Business

8020 had ambitious growth goals and needed a comprehensive growth model incorporating funnel efficiency, churn metrics, and channel ROI to identify the right investments required to double the size of the company.

solution

Our Solution

Our Solution

01

We Built an End-to-End Growth Model

LeanScale built 8020's growth model from the ground up, incorporating all of their historical data — funnel metrics, churn, sales cycles, and channel performance — to design a credible plan for doubling the business. The model identified which channels deserved more investment and where the team should focus.

02

We Implemented Automation in HubSpot

LeanScale implemented a full automation framework in HubSpot covering both customer and prospect outreach. We designed sequences, built workflows, and connected automation to 8020's broader GTM data so outreach was both scalable and measurable.

03

We Delivered a Full GTM Reporting Pack

We Delivered a Full GTM Reporting Pack

04

LeanScale put together a comprehensive reporting pack covering all of 8020's GTM metrics, giving leadership the visibility needed to track top-of-funnel performance, conversion rates, and pacing to plan.

LeanScale designed a comprehensive reporting framework covering all GTM metrics — conversion rates, sales cycles, channel efficiency, and pacing to goal — so Jampack's leadership team had the visibility needed to make confident investment decisions.

05

06

key outcomes

What we have accomplished during our engagement.

What we have accomplished during our engagement.

01

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

02

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

03

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

get help today

Sales-led operators.

Sales-led operators.

Partner with the team that knows what it takes to operate a world-class RevOps system.

Partner with a LeanScale

Operating Team

Partner with a LeanScale

Operating Team

Flexible 3 Month Engagements

Best Practices at Each Stage of Growth

Consulting + Technical Startup Talent

Layer in Strategic Projects

Layer in Strategic Projects

Growth Modeling

TAM ICP Analysis

Sales Territory Redesign

And So Much More