Inbound Orchestration 2026

September 15, 2026

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A workflow that captures, qualifies, enriches, and nurtures every inbound lead so reps walk into every call with a fully researched account and 5 minutes of prep time.

Fivos Aresti

How it works

Step 1: Capture and qualify

Filter every inbound submission before it books time.

Capture name and email through a 2-field form on the website.
Redirect to an application form (partials are saved):
- Questions pre-frame the offer and prep the lead for the call
Route based on the answers:
- Qualified: show the Cal.com booking page instantly
- Partial or unqualified: trigger a Slack alert for review

Step 2: Enrich the lead

Add every data point the rep needs before the call.

Cal.com assigns the rep and sends the booking to Clay.
Enrich in Clay:
- Company data and headcount via Findymail
- Phone number via BetterContact
- Funding and ICP fit via Claygent
Generate a meeting prep summary with Claude and route it to Slack for approval via n8n.

Step 3: Nurture the lead

Warm the lead across multiple channels before the call.

Enroll approved leads in a pre-frame sequence:
- 6 emails over 3 days
Add to the newsletter via Beehiiv.
Send LinkedIn connection requests via HeyReach.
Keep LinkedIn content running in their feed via ongoing posts.

Step 4: Create the lead in HubSpot

Push clean, deduped records into the CRM.

Look up the contact by email and the company by domain in parallel.
Handle each match:
- Contact found: update it. Not found: create it.
- Company found: update it. Not found: create it.
Associate the contact with the company.
Create the lead record with a meeting prep note attached.

Step 5: Run the post-call flow

Automate every action after the meeting ends.

Record every meeting with Ergo.
Ergo handles the follow-up:
- Writes the meeting notes
- Drafts the follow-up email
- Updates the lead stage
- Updates the CRM properties
Auto-generate proposals via Qwilr.

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