Coastal Reach Wireless
Amy Chen, Office Manager · achen@coastalreach.example · (541) 555-0184
Fit score
55/100
Status
Nurture
Routed to
Not routed
Est. ARR
$30K
Speed-to-lead
✓ touched in 3m
Score breakdown qualify at 65
Subscriber base6 / 30
1,600 subscribers → under 2k subscribers band
ISP type12 / 20
Fixed wireless only: fits, smaller deal sizes
Current billing / OSS stack19 / 25
QuickBooks + generic CRM: outgrowing accounting-led billing
Trigger & intent18 / 25
Demo request +18
Total fit score55 / 100
Clay enrichment +6 fields · SAMPLE
- Form gave
- Name, email, company, subscribers (under 2k), message
- Stack
- QuickBooks + generic CRM
- Added
- Subscriber count · ISP type · Current billing / OSS stack · HQ location · Employee count · Service footprint
- Triggers
- None found (funding, hiring, leadership checked)
Rep brief for nurture owner
Why now
Demo request from /platform/billing (youtube / video / wisp). They wrote: "Small WISP, ~1,500 customers. QuickBooks invoicing is eating my week."
Account
Fixed wireless only · 1,600 subscribers · Southern Oregon coast · 9 employees
Angle
Small teams wear every hat, so automation matters more than features. They've outgrown accounting-led billing. Lead with automated invoicing, proration and a self-serve portal.
Next step
Below 65. Keep in the nurture sequence; Clay re-checks for funding, hiring and leadership triggers weekly.
Routing → HubSpot Emerging · US West
Below 65: nurture sequence, not routed
| Contact | lifecyclestage | marketingqualifiedlead |
| Contact | hs_lead_status | OPEN |
| Company | hubspot_owner_id | Nurture queue |
| Company | fit_score | 55 |
| Company | subscriber_count | 1,600 |
| Company | current_bss_stack | QuickBooks + generic CRM |
Drafted first reply
To: achen@coastalreach.example · From: gaiia team · Logged to HubSpot timeline
SubjectCoastal Reach Wireless + gaiia: your demo request
Hi Amy,
Thanks for reaching out. You mentioned: "Small WISP, ~1,500 customers. QuickBooks invoicing is eating my week."
QuickBooks is great until plan changes and proration start eating your week. Automated invoicing plus a customer portal usually takes that off your plate first.
Do Tuesday at 10:00 or Wednesday at 2:00 (your time) work for a 30-minute walkthrough?
gaiia team
gaiia
