Case Study Details
Hiline × Corebits
From zero marketing attribution to a full outbound engine, tens of thousands of fresh prospects in 5 months
Company snapshot
Product
Bookkeeping, CFO, and tax services for U.S. SMBs
Audience
300 + SaaS start-ups, agencies, nonprofits
North-star metric
≈ $10 M—all referral-driven before project
Team
VP Growth (Jesse) · Head Sales (Toby) · 0 dedicated marketers
The starting point
Pain
Impact
Solution blueprint
ICP filter
U.S. SaaS & tech firms • < 50 employees • < $10 M revenue
Excluded: manufacturing, heavy-inventory, healthcare, civic, nonprofit
Signal stack (per contact)
Signal type
How we pulled it
AI copy engine
15-min website follow-up
Job-post parsing
Competitor hooks
Tech orchestration
“I asked for 15 minutes; you hit inboxes in 15.” — Toby
AI pulled pain points from the JD—copy wrote itself.
“Opens jumped when emails tied to tools like Gusto.” — Jesse
“Content Workshop” wedge
Instead of pitching a licence fee on email #1, we invited leads to a 30-minute “How to write finance content that sticks” webinar:
Creative plays that moved the needle
Play
Lift
90-day results
KPI
Before
After
Key takeaways for GTM leaders
Tight ICP filtering protects reputation while scaling reach
Signals + AI copy beat generic blasts every time
Real-time website triggers convert warm interest while it’s hot
Build and train inside the client’s Clay so the engine lives on
Delivery & hand-off
Playbooks built inside Hiline’s Clay — no black box
5 Loom walkthroughs · Prompt docs · Slack Q&A
Full domain + workspace hand-off; Hiline team now edits flows solo