Case Study Details

Tearsheet × Corebits

From manual prospecting to a fully-booked Money 20/20 calendar — without hiring more SDRs

Company snapshot

Product

Niche fintech media & events

Audience

Vendors that sell to banks and large FIs

North-star metric

1 M+ podcast subscribers · 18 yrs industry trust

Team

< 10 full-time staff · CEO also ran sales

The starting point

Pain

Lists full of the wrong companies

Lists full of the wrong companies

Manual LinkedIn searches

Manual LinkedIn searches

Role mismatch

Role mismatch

Stale CRM

Stale CRM

Impact

Banks showed up instead of bank-tech vendors

Banks showed up instead of bank-tech vendors

Only 100–200 contacts/week

Only 100–200 contacts/week

PR & CTOs got emails, CMOs missed

PR & CTOs got emails, CMOs missed

1 000 contacts, half were no longer valid

1 000 contacts, half were no longer valid

Solution blueprint

ICP filter

Does this company sell tech or services to banks?

Excluded banks, small credit unions, B2C, crypto-only.

612 perfect-fit vendors kept.

Signal stack (per contact)

Signal type

Website wording → confirms “sells to banks”

Website wording → confirms “sells to banks”

LinkedIn job moves & hiring roles

LinkedIn job moves & hiring roles

Conference panels & podcasts

Conference panels & podcasts

Competitor follows

Competitor follows

How we pulled it

Claygent text scrape

Claygent text scrape

Clay LinkedIn enrich

Clay LinkedIn enrich

News + keyword search

News + keyword search

LinkedIn follower scrape

LinkedIn follower scrape

AI copy engine

Email

LinkedIn visit

Email → LinkedIn DM

Tech orchestration

Clay

SmartLead

HeyReach → HubSpot → Make.com

“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

Money 20/20 attendee scrape

Money 20/20 attendee scrape

Fintech-Meetup alumni list

Fintech-Meetup alumni list

Lift

“You reached the exact people I would have paid big money to find.”

“You reached the exact people I would have paid big money to find.”

“Old leads came back fresh with new titles—we’d never catch that manually.”

“Old leads came back fresh with new titles—we’d never catch that manually.”

90-day results

KPI

Meetings per show

Meetings per show

Prospects reached

Prospects reached

Positive replies

Positive replies

New meetings

New meetings

Lead backlog

Lead backlog

Before

Few ad-hoc

Few ad-hoc

—

—

—

—

—

—

—

—

After

Every 20-min slot booked for 3 days

Every 20-min slot booked for 3 days

2 000 right-fit contacts

2 000 right-fit contacts

40 (vendors➝banks)

40 (vendors➝banks)

15, incl. a global card network

15, incl. a global card network

SDR still following up 3 weeks later

SDR still following up 3 weeks later

Key takeaways for GTM leaders

Tight ICP filtering protects reputation while scaling reach

Signals + AI copy beat generic blasts every time

Event-led outreach turns cold contacts into warm meetings

Build and train inside the client’s Clay so the engine lives on

Delivery & hand-off

Playbooks built inside Tearsheet’s Clay — no black box

6 Loom videos, prompt docs, naming guide

Weekly Slack tweaks, SDR now edits flows solo

All data, domains, and workflows remain with Tearsheet

Have Questions? We're Here to Help!

Have Questions? We're Here to Help!

Book a 15-minute discovery call → We’ll build a free sample before we talk.

Book a 15-minute discovery call → We’ll build a free sample before we talk.

Book a Discovery Call

Book a Discovery Call

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