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Accelerate your revenue and cut inefficiencies
We navigate the complex world of emerging AI technology to deliver GTM playbooks that eliminate inefficiencies, apply AI automation at scale and completely revamp your outbound strategies.
“Companies that implemented AI across 1 or more GTM teams were 33% more likely to hit or exceed their 2024 revenue targets.”
We get you...
...from inefficient manual work
...to automated GTM Excellence
We're your human connection to the cutting-edge technology that will keep you ahead of your competition.
Client Testimonials
“Cabot Insights played a pivotal role in shaping Examfly's sales process and lead generation strategy. Their expertise and strategic insights helped us build a well-structured and scalable pipeline, enabling us to target the right prospects with precision.
Stephen’s hands-on approach and ability to identify opportunities for growth brought immediate value to our operations. Beyond the technical aspects, Stephen's collaborative and proactive nature made working with him a pleasure.”
Workflows We Optimize
- Reps manually search LinkedIn, Apollo.io, and ZoomInfo to build prospect lists
- No AI-driven ICP analysis, leading to poor targeting and low conversion rates
- Reps spend hours verifying data, checking emails with Zerobounce and DeBounce
- Outbound suffers from low-quality leads and inefficient use of time
List Building & Targeting
- Clay.com’s AI automatically builds and enriches prospect lists
- Leads ranked by ICP fit, engagement history, and real-time signals
- Reps can start outreach immediately, skipping hours of manual sourcing
- AI auto-verifies emails and phone numbers for high deliverability
Intent & Social Signals
- Static lead lists without real-time buyer intent data
- No visibility into who’s actively researching solutions
- No tracking of LinkedIn engagement, funding rounds, or news triggers
- Outreach is cold and generic, leading to low reply rates
- AI monitors LinkedIn, news, funding, hiring, and website activity
- AI-based scoring identifies decision-makers already in-market
- Prospects are warm, active buyers instead of cold leads
- Clay.com enriches leads with live insights, boosting relevance
- Inefficient workflows mean reps manually qualify every inbound lead
- No automated ICP scoring meaning reps spend too long researching LinkedIn or ZoomInfo
- High-value prospects receive the same treatment as low-fit leads
- Reps spend up to 40% of their time on admin tasks
Lead Qualification & Routing
- Clay.com’s AI instantly enriches and ranks leads by ICP fit
- Firmographics, job titles, funding, and intent data feed into a scoring model
- High-priority leads are routed in real-time (via Slack/email) to the right rep
- Continuous AI refinement ensures best-fit leads are prioritised
- Reps focus on high-value prospects, driving better conversion rates
Outbound Outreach
- Reps rely on generic cold email, lacking data-backed prioritisation or personalisation
- No real-time feedback on who’s engaging across email, LinkedIn, or websites
- High-intent leads are missed, and messaging remains irrelevant, leading to poor conversion
- Limited or no follow-up sequences cause many prospects to slip through the cracks
- AI dynamically ranks leads so reps focus on the hottest prospects first
- Coordinated email + LinkedIn outreach sequences
- Real-time tracking of key activities (funding updates, hiring trends, LinkedIn engagement) informs hyper-personalised messaging
- Automated follow-ups ensure no lead goes cold, boosting reply rates and accelerating pipeline growth
- CRM data gets outdated quickly, forcing manual searches on LinkedIn or ZoomInfo
- Hours are spent enriching leads with job changes, new funding, or intent signals
- Key fields (title, industry, LinkedIn, email) are often missing or incomplete
- Inconsistent CRM hygiene leads to duplicate records, missing contacts, and poor visibility
CRM & Data Maintenance
- Clay.com automatically pulls real-time updates (LinkedIn changes, funding, intent data) into the CRM
- AI flags incomplete or outdated fields and refreshes them automatically
- Reps get fully enriched lead profiles at the point of engagement
- Consistent, accurate data ensures higher reply rates, streamlined workflows, and better visibility
Claim your free outbound audit worth $1,000
Running an outbound audit will give you deep insights while helping us to discover if we’re a good fit to work together.
Our Process
Reach Out
A quick 30 minute session to understand your goals, challenges, and outbound efforts. No fluff—just a clear starting point and an opportunity to get to know each other.
Discovery/Strategy Session
We map out a high-impact outbound strategy, discuss targeting, messaging, and workflow for better results.
Outbound Audit
A deep dive into your outbound setup:
- Email Copy & Personalisation – Are your messages relevant and engaging?
- Multi-Channel Strategy – Are you maximising LinkedIn and other channels?
- Lead Sourcing & Data – Are you targeting the right people with verified leads?
- Email Infrastructure – Is your setup optimised for deliverability?
- Quick Wins & Best Practices – Actionable insights to improve response rates fast.
Proposal
A no-nonsense plan outlining projected ROI, key improvements, and pricing—clear, actionable, and results-focused.
Onboarding & Tool Setup
We implement the right tools, automation, and workflows to streamline your sales workflows.
Workflow Execution
We launch, track, and optimise the workflows to maximise engagement and conversions.
Project Recap & Handover
A breakdown of results, key insights, and a repeatable system to keep your pipeline full, accelerate revenue and remove inefficiencies.
FAQs
Have a question we don't cover here? Reach out to us for an answer.
Our services range from $5K to $20K, depending on the project scope and engagement level. Clients cover the cost of any third-party tools required.
Yes. In our initial strategy session, we identify bottlenecks and provide a breakdown of expected efficiency gains. We quantify improvements, helping you tie them directly to revenue growth.
Clay is the backbone of our automation workflows, enabling AI-driven orchestration. Without it, we cannot deliver the efficiency improvements we promise. However, we integrate with your existing CRM and tools to ensure a seamless workflow.
We typically work with B2B companies generating $1M - $10M in ARR, with a sales team currently doing outbound. However, suitability depends on the industry and specific challenges. If we don’t believe we can deliver a meaningful impact, we won’t proceed with an engagement.
Yes. We offer done-for-you lead generation services to help fill your pipeline. But our core focus is sales workflow optimisation, using AI to automate prospecting, research, and outreach, making your sales team significantly more productive.
If you scroll above, you’ll find a breakdown of how an engagement unfolds.. Each engagement is tailored, but typically includes an initial strategy session, workflow implementation, and ongoing refinement to drive measurable results.
Most teams see noticeable efficiency improvements within 4-6 weeks, with revenue impact increasing as automation takes full effect.
AI-powered sales teams are already closing 1.3x more revenue than those relying on manual workflows. By 2028, AI will handle 60% of sales tasks. Companies that don’t adopt AI risk falling behind their competitors.
Book a free AI & automation strategy call where we assess your sales process, identify bottlenecks, and discuss how AI can optimise your workflows.
Cabot Insights is not just another lead gen agency, we want to be your revenue efficiency partner. With a decade in tech and startups, we apply insights from Pavilion, Winning by Design, and industry best practices.
We speak your language, NRR, LTV, and CAC aren’t just metrics to us, they guide how we optimise sales efficiency. Our AI-driven workflows don’t just generate leads, they shorten sales cycles, improve win rates, and drive scalable growth.