Your play

Here’s The Hybrid Play, the RevOps system for teams with 3-5 reps and a TAM over 10,000 contacts.

For teams with 3-5 reps and a TAM over 10,000 contacts. Your market is big enough that reps can’t manually touch it all, so you split it: signal-led manual outreach on the priority segment, automated cadences on the long tail, and every reply routed back to a human within 5 minutes.

● At a glance

What you’re building.

  • Named-account portfolios with a signal layer scored and routed to owning reps
  • A Priority/Tail split: top 2,000 accounts worked manually, the rest on automated cadences
  • Reply detection piping every automated reply to Slack with a 5-minute SLA
  • Centralised, enriched inbound routed top-to-top
  • A rep daily cadence that runs without anyone thinking about it

The six steps:

  1. Confirm TAM is over 10k in Clay
  2. Tighten ICP and assign named-account portfolios
  3. Layer signals via Whitewhale + Trigify, compose the final score, route to owning rep
  4. Reps run multi-channel manual on priority signals
  5. Push the Tail to Instantly + HeyReach automated cadences
  6. Reply detection + 5-min SLA + inbound routing top-to-top
● The stack

What you’ll need.

ToolJob
ClayTAM, orchestration, inbound enrichment
WhitewhaleSignal ingestion + real-time CRM scoring
ProspeoVerified emails and mobile numbers
TrigifyLinkedIn engagement and de-anonymisation
InstantlyAutomated email cadence on the Tail
HeyReachAutomated LinkedIn cadence on the Tail
TrellusParallel dialer
● Setup walkthrough

Confirm TAM, then build.

00

The TAM check

30 min

Pull a Clay query with your tightest ICP filters and count.

  • Over 10,000 contacts: correct play, carry on
  • Under 10,000: stop. Automation will burn your market in 2-3 months. Switch to the Precision Play
01

Named-account portfolios

60 min
  1. Load the TAM into Clay
  2. Assign 100-200 named accounts per rep via an ownership column
  3. These named accounts become each rep’s Priority patch
Reps work better when accounts are theirs. Round-robin means no ownership, no follow-up.
02

Signal layer + scoring + routing

2 hours
  1. Connect Whitewhale to your CRM. Define your buying signals: funding, hiring, executive moves, job changes, tech stack changes. Whitewhale ingests, scores, and syncs scores into the CRM next to each account in real time
  2. Add Trigify for LinkedIn engagement and de-anon signals, the ones Whitewhale can’t catch on its own
  3. Compose the final score: Whitewhale signal weight + ICP fit + recency (a job change is stale at 7 days)
  4. Webhook top signals straight into the owning rep’s Slack channel
Whitewhale signal configuration with custom triggers defined
Whitewhale signal configuration with custom triggers defined
03

The rep manual motion on priority signals

For each priority signal, the owning rep runs:

  1. LinkedIn DM within 24 hours referencing the signal
  2. Personalised email, no template
  3. Trellus call on the enriched mobile
  4. Day 3, 7, 14 follow-ups
3 channels x 4 touches = 12 chances. Most reps stop at 4.
04

Segment and automate the Tail

2-3 hours

This is what makes Hybrid different.

  1. Segment the TAM in Clay:
    • Priority = top ~2,000 accounts by ICP fit and active signals (rep-owned, manual only)
    • Tail = everything else
  2. Enrich the Tail with Prospeo for email and LinkedIn
  3. Build the Instantly cadence: 3-4 email touches
  4. Build the HeyReach cadence: LinkedIn connect + 2 DM follow-ups
  5. No per-account scoring needed on the Tail, broadcast to the segment
Instantly cadence builder with the Tail sequence
Instantly cadence builder with the Tail sequence
Critical rule: automation never touches Priority accounts. The moment an account shows a real signal, it moves to Priority and a rep takes over.
05

Reply detection + 5-min SLA

90 min
  1. Webhook Instantly and HeyReach reply events into a dedicated Slack channel
  2. Every reply notification includes:
    • The lead’s mobile (Prospeo-enriched)
    • Account context
    • A direct link to start a Trellus call
  3. Reps respond within 5 minutes during business hours, tracked with auto-timestamps
Slack reply alert with mobile, context, and one-click call link
Slack reply alert with mobile, context, and one-click call link
5-minute response converts 2-4x better than 30-minute. Industry average is 47 hours.
06

Inbound orchestration

2 hours
  1. Webhook every form, demo request, download, booking, and chatbot conversation into one Clay table
  2. Auto-enrich: company size, industry, tech stack, recent news, seniority, verified contact data
  3. Composite score each lead:
    • ICP fit (0-10) + Intent (0-10) = score out of 20
  4. Routing:
    • Highest scores to top-performing reps (they close at 2-3x average, sending them your best leads compounds)
    • Lower scores to the broader pool, round-robin within score bands
  5. Assigned rep gets a Slack DM with score breakdown, enrichment summary, Clay record link, and Trellus call link
  6. Same 5-minute SLA as outbound replies
Enriched inbound alert with composite score breakdown
Enriched inbound alert with composite score breakdown
● Weekly rhythm

The rep daily cadence.

Every rep, every day, in this order:

  1. New replies queue (top priority): positive replies from cadences, call within 5 minutes
  2. Today’s signals queue: outreach on new named-account signals within the day
  3. Follow-ups: day 3, 7, 14 on open sequences
  4. Disposition tagging: every “no for now” tagged and recycled

Weekly: Monday pipeline review, Wednesday signal refresh, Friday cohort analysis (reply rate by signal type).

Monthly: TAM refresh, cadence performance review (kill underperformers, scale winners), disposition analysis.

● Watch-outs

Mistakes that kill this play.

  • Letting automation creep into Priority accounts. Burns your best ICP accounts on shallow touches
  • Round-robin on all inbound. Top reps get top leads. Always
  • No 5-minute SLA tracking. Without measurement, reps drift to 1-hour response
  • Same cadence for Priority and Tail. They’re different motions, treat them differently
  • Skipping disposition routing. Every “no” should fuel a recycle workflow
This system supports 1,000-3,000 outbound touches per week with 3-5 reps, plus 50-200 inbound leads per month with sub-5-minute response on the qualified ones.
● Calculator

What 30-40% more pipeline is worth.

Same selling hours, same reps. Move the sliders to your numbers.

Meetings booked per month8
Average deal size£15k
Close rate20%
Same selling hours. Annual upside:
£86k to £115k
more closed revenue a year
Leads called within 5 minutes convert 2-4x better than leads called in 30. The industry average response is 47 hours.
● The stack

Tools we run this play on.

Not quite your situation?See all four plays in the library.
● Get started

See it working on your market.

Book a 30-minute call and we’ll show you this live: 10 accounts in your ICP with buying signals that fired in the last 7 days, the full buying committee, and verified contact info for every lead.

Get my 10 accounts