Projects

Things I've built

A selection of GTM, lifecycle, and AI-powered marketing work, from a Series A security startup to an eight-year run at a managed services provider.

GTM Rebuild for a Critical Infrastructure Security Startup

A Series A identity-based secure access platform serving OT and critical infrastructure buyers needed a GTM foundation built from scratch, working directly with the CRO and CTO.

ICP, buyer personas, and core messaging translating deep technical differentiation into buyer-ready language for CISOs, OT managers, and IT teams
Cold and warm outbound automation combined with intent-based signal identification
A migration from Salesforce to HubSpot to unify sales, marketing, and customer success around one system spanning the full lifecycle
Agentic AI workflows replacing manual demand gen tasks: signal-based attribution, lead enrichment and validation, personalized outbound at scale
A custom quoting tool with rules-based approval workflow for a product where security and compliance requirements shape nearly every deal
NPS/CSAT programs and a customer advisory board

Supported 10x pipeline growth over roughly two years.

HubSpotSalesforcen8nClaude

Retention & Lifecycle Marketing for a Managed Security Services Provider

An established managed cybersecurity services company needed a lifecycle marketing strategy to close gaps in the buyer journey and reduce customer attrition.

A three-tier renewal segmentation model based on account value and risk (strategic touch at 180 days, mid-touch at 90, tech-touch at 45)
NPS and CSAT programs partnered with client services, sales, and ops to catch and address customer concerns early
Cross-sell/upsell campaigns across two distinct product lines, run both direct and through channel partners
A customer advocacy program identifying and converting satisfied customers into public reviews

Reduced attrition by 20%, boosted renewal revenue, and generated 20 new third-party peer reviews.

SalesforceEmail automationSurvey / NPS platforms

AI-Powered Outbound Sales Engine

Co-founded an AI workflow automation consultancy for small B2B service businesses. Needed to build our own outbound engine as both a growth channel and a proof point for prospective clients.

A two-agent AI research pipeline that pulls pre-call intelligence with a human approval gate before it hits the CRM
Automated reply tracking and sentiment classification across outbound campaigns, feeding directly into CRM workflows
A multi-vertical prospecting system scoring and enriching contacts across six service-business verticals
A single-skill AI email drafter that routes and personalizes outreach based on contact vertical and persona

Built a fully async, AI-assisted sales infrastructure running lead scoring, enrichment, and outreach with minimal manual touch. The same system is now productized for clients.

n8nClayHubSpotlemlistClaude

Want to talk through how this could apply to your team?

Book a Call