Product Sign-Up Outreach Playbook

June 7, 2026

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A workflow that captures product signups, enriches contact and company data across a waterflow of providers in Clay, performs lead scoring, and routes each tier into the right outreach motion automatically.

Elena Mahmutaj

How it works

Step 1: Capture product signups via webhook

Trigger the enrichment pipeline each time a user signs-up to the product:

Set up a Clay webhook to receive new sign-up payload.
The incoming payload must include: email, name, and username.

Step 2: Enrich contact

Use the sign-up email to find the person's LinkedIn URL via Clay enrichment.
Run Clay's Enrich Person action with LinkedIn URL and email as inputs.
Output: full name, job title, company, and location.
Use Findymail for finding verified work or personal emails.
Use Clay AI for any custom enrichment.

Step 3: Classify the email type

Determine whether the contact's email is personal or work:

Use Clay AI to classify each email as work or personal.
Work emails are tied to a company domain.
Personal emails (Gmail, Hotmail, etc.) indicate the sign-up used a private account.
Store the result in a dedicated Email Type column.

Step 4: Enrich company

Build a full company profile alongside the contact.

Use the company domain to enrich:
- industry, headcount, location, and LinkedIn URL.
Associate the contact to the correct company in HubSpot or create a new company if it's new.

Step 5: Perform lead scoring

Use Clay formula to assess fit and assign a tier.

Use Claygent or Clay formula to score each contact using:
- Job title and seniority
- Company size and industry
- Location
Assign tiers:
- Tier 1: Strong fit
- Tier 2: Good fit
- Tier 3: Low fit

Step 6: Sync to HubSpot

Push the enriched, scored record into CRM.

Create or update the contact record in HubSpot.
Associate the contact to the correct company record.
Set lead tier and email type as properties.
Log sign-up source on the contact record.

Step 7: Route into tiered outreach

Launch outreach based on tier.

Tier 1:
- LinkedIn outreach via HeyReach
- Slack alert for manual sales follow-up
Tier 2 & 3:
- Automated email sequences via Instantly