PREPARED BY Not Your Average BDR
jerry@notyouraveragebdr.com
Statement of Work

Social Signal Intelligence &
Workflow Orchestration

Social powered signal capture feeding an automated Clay enrichment and outreach pipeline — built around the specific buying signals that matter to Opstream.

ClientOpstream
Service ProviderNot Your Average BDR
Effective DateUpon SignatureDuration: 4 weeks
01

Objective

Opstream wants to move from reactive prospecting to signal-driven outbound — catching buyers at the precise moment they reveal intent on LinkedIn and other public platforms. This engagement builds the infrastructure to do that: a Trigify signal layer tuned to Opstream's competitive landscape and target personas, connected to a Clay enrichment and qualification table automatically.

The output is an always-on system, not a one-time list pull. Every time a target profile posts, engages with a competitor's content, or comments in a relevant conversation, the workflow surfaces that person — enriched, scored, and ready to act on.

02

Signal Architecture

Two signal sources will run in parallel: Trigify for person-level social engagement signals (each carrying a source post URL as provenance), and Clay for company-level event signals pulled from news, funding databases, and job data. Together they cover both the individual and the account.

Source A — Trigify · Person-Level Social Signals

IDSignalWhat It CapturesCadence
S-01
Competitor Content Engagement
Monitor competitor posts to see engagement from target profiles.
Liked competitor content Competitor engagement24-hr
S-02
Target Profile Posts on LinkedIn
When a person in a tracked profile list publishes an original post, or when any profile posts content containing Opstream's tracked topic keywords.
Posted about tracked topic Profile monitoring24-hr
S-03
Comment Engagement on Tracked Posts
When a target profile comments on a tracked person's post, a competitor's post, or any post matching a keyword boolean search. Captures the comment text as context.
Commented on tracked content Boolean search24-hr
S-04
Brand Mention Monitoring
Any mention of "Opstream" across Reddit threads.
Boolean search Reddit monitoring24-hr

Source B — Clay · Company-Level Event Signals

IDSignalWhat It CapturesCadence
C-01
Funding & News Events
When a target account announces a funding round, acquisition, partnership, or significant press mention. Pulled via Clay's news enrichment and Crunchbase sources.
News enrichment CrunchbaseWeekly
C-02
Job Postings — Relevant Roles
When a target company posts a job matching tracked role titles (e.g. RevOps, GTM Engineer, Sales Ops, Marketing Ops). Indicates budget, growth, or a tooling initiative underway.
LinkedIn Jobs Job data enrichmentWeekly
C-03
New Hires in Target Roles
When a target account makes a new hire into a relevant role. New leaders evaluate and switch tooling within the first 90 days — this is the highest-intent window.
Job change enrichment LinkedIn dataWeekly
03

Workflow Design

Trigify sits at the detect layer. Clay is the enrichment and orchestration surface. The two tools compose — Trigify finds who deserves to be on the list and why; Clay resolves the contact data and pushes to outreach.

Detect
Trigify
Monitors LinkedIn 24hrs across four signal types. Each fired signal includes:
  • Person name + LinkedIn URL
  • Signal type (S-01/02/03/04)
  • Source post URL
  • Post/comment text snippet
  • Timestamp
Enrich
Clay Table
Webhook lands in a dedicated Clay table. Waterfall adds:
  • Work email (verified)
  • Job title + seniority
  • Company firmographics
  • Tech stack
  • ICP score (LLM column)
  • AI-drafted opening line
Activate
Lemlist
Qualified rows push automatically to:
  • Lemlist sequence enrollment
  • Slack alert to AE/SDR
  • AI-drafted opener as step one
  • Filtered by ICP score threshold
Routing Logic
If/Then Signal Qualification
Every signal passes fit and confidence checks before it enters an outreach sequence.
Start
Signal detected
S-01 through S-04 or C-01 through C-03 fires from Trigify or Clay.
Check 1
ICP fit?
Right segment, company size, region, and commercial relevance to Opstream.
no
Outcome — off ICP
Low-touch sequence
Routed into a lightweight automated awareness sequence. Stays out of rep queue until a stronger signal appears.
Check 2
High confidence?
Fresh signal, clear why-now context, not recently contacted or already in sequence.
yes
Outcome — qualified
Primary outreach sequence
Enrich in Clay, enroll in Lemlist primary sequence with AI-drafted opener referencing the source signal.
Check 3
Needs more evidence?
Intent is plausible but timing or identity context is incomplete.
yes
Outcome — watchlist
Nurture sequence + monitor
Enrolled in a Lower Cadence Nurture.
04

Deliverables

D-01
Trigify Account Configuration
Full setup of four signal types. Includes competitor account list import, target profile list, boolean keyword search logic, and 24-hr monitoring cadence activated for all four.
D-02
Clay Signal Intake Table
Dedicated Clay table mapped to the Trigify webhook. Includes enrichment waterfall (email, firmographics, tech stack), ICP scoring column, and AI-generated personalization field.
D-03
Workflow Automation Rules
Trigify workflow triggers that fire on each signal type. Deduplication logic to prevent re-enrolling the same person within a 30-day window. ICP threshold filter before Lemlist enrollment.
D-04
Lemlist Integration
Clay → Lemlist sequence enrollment for qualified rows. Signal type and source post URL passed as personalization variables. Slack notification webhook for immediate AE/SDR alerts.
D-05
Signal Playbook Document
Written guide covering: how each signal fires, how to interpret signal context, how to expand competitor and keyword lists, and recommended rep messaging frameworks per signal type.
D-06
2-Week Live Validation
Two-week window of Jerry manually monitoring the signals and integrations to confirm everything is working properly. No Opstream resources required.
05

Timeline

Week
Phase
Activities
WK 01
Discovery & Setup
Kickoff call · Competitor list finalized · Target profile seed list collected · ICP keyword brief confirmed · Trigify account provisioned
WK 02
Signal Configuration
All 7 signal types activated · Boolean search logic tested · Clay intake table built · Enrichment waterfall configured · ICP scoring column live
WK 03
Integration & Testing
Trigify → Clay webhook tested end-to-end · Clay → Lemlist enrollment tested end-to-end · Slack alerts confirmed · Playbook document drafted
WK 04
Launch & Handoff
Full system go-live · Rep walkthrough session · Playbook delivered · Monitoring live · 2-week validation begins
WK 06
Validation
Jerry completes 2-week live monitoring window · Final sign-off
06

Investment

Signal Architecture
Trigify Configuration
Clay Integration
Builds
Full System Integration
Signal Playbook
Seven Signals Live (S-01 – S-04, C-01 – C-03)
Project Total$10,000

If SOW and terms are agreeable, Jerry will send over a separate invoice.