Automation Consulting Services
AdTechSeries B · United States · 6 weeks to live

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.

Results
look-alike accounts per close12-25
duplicate rate<2%
time to production6 wks
The challenge

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

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.

1

Deal closes in HubSpot, trigger fires

2

Crunchbase + Apollo queries against firmographic profile

3

Dedup against existing CRM records

4

Stage 12-25 look-alikes in Google Sheet for RevOps

Stack used

What we shipped on.

HubSpotCrunchbase APIApolloClayGoogle SheetsCustom dedup logic
The outcome

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.

Ready to start

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.