The brief
Inbound, one of the Academy's two briefs: the strategic design of an inbound system, covering capture, qualification and routing. Chosen in week one and locked by the end of week two.
RevTech portfolio
My architecture work in GTM and RevOps.Revenue systems I designed, built and defended.
I've spent 10+ years leading revenue operations, advised leaders at 25+ B2B companies, and taken companies from seed stage to private‑equity acquisition. I'm a Clay Solutions Partner, Winning by Design certified and an Ambassador. I created the RevTech Accelerator and co‑founded RevTech.
Sample project
RevTech Blueprint · inbound system
An inbound system designed end to end: capture, qualification and routing, from strategy to orchestration in Clay.
- Brief
- Inbound
- Scope
- Strategy, process architecture, orchestration
- Tools
- Puzzle, Clay
- Cohort
- Cohort 1 (sample)
Strategy and context · sheet 01
The context sheet sets who the business serves and what it offers, the numbers the system must move, and the signals it listens for. It is written for people and AI to read.
Process architecture in Puzzle · sheet 02
The process sheet draws the inbound flow step by step: capture, qualify, route, then hand off to sales or a nurture sequence based on fit. Every step names a role, a tool and an action.
Orchestration in Clay · sheet 03
The orchestration sheet is the build in Clay: each lead is enriched, scored and routed, then recorded in the CRM and put into the right channel.