Competitor intelligence automation generating 12-25 look-alike accounts per closed deal for a Series B AdTech
Auto-enrichment of closed deals with 12-25 look-alike accounts from Crunchbase and Apollo, staged for RevOps review with <2% duplicate rate.
The challenge
A Series B AdTech operator closed roughly 8 deals per quarter. Sales leadership knew that closed deals were the strongest signal for the next sales targets, but manually finding look-alikes from each closed deal was a weekly half-day exercise that never quite happened.
The solution
We built an enrichment pipeline: closed-won deal triggers Crunchbase + Apollo queries against firmographic signals, returns 12-25 ranked look-alikes, stages them in a sheet for RevOps review with deduplication against existing pipeline.
Deal closes in HubSpot, trigger fires
Crunchbase + Apollo queries against firmographic profile
Dedup against existing CRM records
Stage 12-25 look-alikes in Google Sheet for RevOps
What we shipped on.
The outcome
12-25 look-alike accounts now generated automatically per closed deal. Duplicate rate stayed under 2% thanks to email + domain matching plus fuzzy company name matching. RevOps got their half-day back.
More work like this.
Book a discovery call.
Paid discovery from $500. Output is a written audit, ranked bottleneck list, and recommended scope. If we are not the right fit, we say so on the call.
