Win More Proposals with Accurate Decision-Maker Data
Partners at consulting and professional services firms lose billable hours to prospect research. Clu does that research for them: the right executive at each target account, with a verified email and phone number.
Clu People Search. The sentence "Strategy Directors or Chiefs of Staff, MBA, ex-McKinsey, Bain or BCG, joined in the last year, at acquired companies with 501-5K staff and $100M-$500M revenue, HQ in NY, MA or PA. Not in my lists." becomes 9 filters (Job title: Director of Strategy, Chief of Staff, Past companies: McKinsey, Bain, BCG, Joined current job after: Oct 2025, Degree: MBA, Company headcount: 501-1K, 1K-5K, Annual revenue: $100M-$500M, Only at acquired companies: Yes, HQ state: New York, Massachusetts, Pennsylvania, Exclude people already in my Clu: In any of my lists), previews about 85 people and adds them to the list Post-deal strategy leads.
10,000+ users, from founders to full sales teams
- Switched from
ZoomInfo - Case study
HackerOneSwitched from
Apollo- Switched from
Clay - Case study
Sumo LogicSwitched fromClay- Switched fromApollo
- Case study
- Switched fromZoomInfo
- Switched fromZoomInfo
G2
Chrome Web Store
AppSumo
Consulting & Professional Services: where the data goes wrong.
The problems teams in this market bring to us most often.
- 01
Finding who signs the engagement
The person who signs a consulting contract might be the COO, a VP of Strategy or a business unit GM, and it's hard to tell from outside. Pitch the wrong level and the deal stalls before it starts.
- 02
Partners doing research work
Before any outreach, a partner looks up the leadership team, hunts for contact details and sketches the org chart. Those hours could go to client delivery.
- 03
Proposals written without context
A strong RFP response reflects the prospect's size, structure and the people involved. Without that data, the proposal reads like it was written for any client.
- 04
Alumni and referral network data goes stale
Alumni, referral partners and past clients bring in a lot of a firm's work. When they change roles and you lose track of them, the referrals stop.
A Clu list called Post-deal strategy leads enriched through the waterfall: 4 verified work emails and 3 phone numbers found for 4 leads, 34 credits in total. Rows with no phone number found cost nothing for that field.
Clu workflows for Consulting & Professional Services.
Each workflow links to the product behind it. The agent beside them runs this market's search every weekday and syncs the qualified people to your CRM.
- 01
Decision-maker discovery
Pull C-suite, VP and director contacts at your target accounts by company, role and seniority. Each one comes with a verified email and phone number for your BD team.
- 02
Account enrichment for proposal targeting
Add company size and revenue to each target account, and use an AI column to research the leadership team. Your proposal team writes with the facts in front of them.
- 03
Network contact re-enrichment
Run your alumni, referral and past-client lists through Clu to pick up job changes and new contact details. You can still reach your network years after the engagement ended.
- 04
Smart Columns for contact categorization
Smart Columns read whatever title is in the CRM and sort the contact by seniority, department and decision authority. Messy records become fields you can filter a campaign on.
A Clu agent named Weekly ICP outbound · Post-deal strategy leads running its play step by step: Trigger, New people match your ICP · Every Monday, 31 in; Find People, Director of Strategy, Chief of Staff · Ex-McKinsey, Bain, BCG · Joined after Oct 2025 · MBA · 501-5K employees · $100M-$500M revenue · Acquired companies · HQ New York, Massachusetts, Pennsylvania · Not in my lists, 31 found; Qualification agent, Fit score 0-100 against your ICP, 17 qualified; Enrich, Email + Phone through the waterfall, 17 verified; Sync to HubSpot, Contact · assigned to the territory owner, 17 synced; Notify, Slack · #pipeline, Posted. Run summary: 31 found, 17 qualified, 17 synced, 0 duplicates.
Where the enriched record goes: your CRM both ways, or your sequencer.
HubSpot and Salesforce sync both ways over OAuth, field by field on your mapping, and an empty value never overwrites a filled one. Salesloft and Lemlist get a one-way push, or Clu Sequences sends from your reps' own inboxes.
HubSpot
Salesforce
Salesloft
LemlistHow does Clu help consulting firms find decision-makers?
People Search finds executives at target companies by role, seniority and department. For consulting BD that means the COO, VP of Strategy or business unit leader who signs off on engagements, with a verified email and phone number. It cuts the LinkedIn research per account.
Can Clu enrich our existing CRM and alumni database?
Yes. Export contacts from Salesforce, HubSpot or any CRM and upload them. Clu verifies emails, updates phone numbers and fills missing company data. For alumni lists that matters most, since former colleagues at new companies are a steady source of referrals.
How does enriched data improve our proposal win rates?
Proposals win when they show you understand the prospect. Enrichment puts company revenue, employee count and the leadership team in front of your team before the first meeting, so the proposal speaks to that client's situation.
What size firms is Clu best suited for?
Any size. Boutiques gain the most time, because partners who do their own prospecting can't spend hours on account research. Large firms get the same enrichment across thousands of contacts and every practice area.
How does Clu handle international contact data?
Coverage is strongest in the United States, Canada and Western Europe, and varies elsewhere. The waterfall helps because different providers are strong in different regions. Test a sample of target accounts in each market before a large run.
Agents that run your GTM.
Type your market's buyer into People Search and run the first list on the trial.
14 days of Pro, free.