8020 Consulting

Clay Implementation for 8020 Consulting

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Powering startups backed by the biggest VCs in tech

Mistral AI
Chainguard
AssemblyAI
Clio
factory.ai
Anrok
Integrate.io

testimonial

Clay has fundamentally changed how 8020 interacts with their ICP, eliminating hundreds of hours of manual research each month, while arming their team with consistently actionable, high-quality insights."

Bernardo Alves

Partner, GTM Strategy

8020 Consulting

Clay Implementation for 8020 Consulting

partner with us

Powering startups backed by the biggest VCs in tech

Mistral AI
Chainguard
AssemblyAI
Clio
factory.ai
Anrok
Integrate.io

testimonial

Bernardo Alves

Partner, GTM Strategy

testimonial

Bernardo Alves

Partner, GTM Strategy

overview

8020 Consulting, an emerging Financial Services and Gap Management Consulting Firm out of California, lacked critical visibility across their key insights needed to help their sales team prioritize winning initiatives. LeanScale helped their team implement Clay to operationalize this invaluable data and deliver it seamlessly to their team, enriched and ready to be actioned on.

About 8020 consulting

Funding Rounds

Fundraising growth

headcount growth

Revenue GRowth

problem

Technology Was Needed to Streamline Process

Once the processes are mapped out, Wealth.com would need a technology solution to streamline the process and make the best user and customer experience possible.

Technical Implementation and Management

Once a technology decision was made, Wealth.com needed the solution to be implemented and continually managed post implementation.

solution

Our Solution

key outcomes

What we have accomplished during our engagement.

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

Fully designed Process and DealHub Implementation

LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.

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Sales-led operators.

Partner with the team that knows what it takes to operate a world-class RevOps system.

partner with us

Partner with a LeanScale

Operating Team

Partner with a LeanScale

Operating Team

Flexible 3 Month Engagements

Best Practices at Each Stage of Growth

Consulting + Technical Startup Talent

Layer in Strategic Projects