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Direct Marketing Acceleration Proposal for Luma AI
Full-Funnel Outbound, Automation, Identity Resolution & Data Enrichment for Targeting Ad Agencies (50+ Employees)
Transforming Your Direct Marketing Into a Predictable Growth Engine
We will build an end-to-end automated marketing ecosystem that connects Apollo, HubSpot, Clay, LinkedIn Navigator, Customers.ai, SMS platforms, and high-touch data enrichment into a unified growth engine. This sophisticated system will target Ad Agencies with 50+ employees, combining precision outreach with intelligent multi-channel nurturing.
Our approach creates a seamless flow where every touchpoint is tracked, every visitor is identified, and every interaction triggers intelligent follow-up. This isn't just marketing automation—it's a complete revenue acceleration platform designed to transform anonymous traffic into qualified pipeline and close more deals faster.
The result: predictable, scalable, always-on growth that compounds over time as your data gets richer and your targeting gets sharper.
Current State & Missed Opportunities
Current State
Your marketing infrastructure has solid foundations, but critical gaps are preventing you from reaching your full potential:
  • HubSpot, Apollo, Clay, and LinkedIn Navigator are in place but operating in silos
  • No automated workflows connecting these platforms
  • Site traffic remains anonymous—visitors leave without identification
  • No CDP-level identity stitching to track buyer journeys
  • Creative production cycles are slow and lack personalization
  • Manual processes limit scale and consistency
Missed Opportunities
Every day without automation costs you qualified pipeline and revenue:
  • Capture anonymous visitors and reveal hidden buying intent
  • Trigger automated email/SMS nurture the moment prospects show interest
  • Personalize messaging based on identity, behavior, and firmographics
  • Enrich leads continuously for stronger ad match rates and targeting
  • Scale outbound with sophisticated multi-channel automations
  • Accelerate creative testing to find winning messages faster
The gap between your current state and what's possible represents millions in untapped pipeline. Let's close it.
Target Customer Profile
Company Profile
Advertising agencies with 50+ employees
Mid-market to enterprise agencies facing scaling challenges and competitive pressure
Decision-Makers
  • CMO & Head of Creative
  • Strategy Director
  • Head of Production
  • Media Director
  • CEO/COO
Buying Triggers
  • Need for better creative throughput
  • Competitive pressure from nimble competitors
  • Growth plateau
  • Client demands for faster turnaround
Ideal Pitch
Workflow automation + creative speed
Aligned with Luma's Dream Machine for Advertising—helping agencies produce more, faster, without sacrificing quality
Strategic Objectives
Our implementation follows a proven framework that addresses every stage of the buyer journey, from anonymous visitor to closed deal:
01
Implement HubSpot CDP
Deploy user identity tracking and behavioral stitching to unify anonymous and known visitor data across all touchpoints
02
Deploy Automated Nurturing
Launch sophisticated email and SMS sequences that respond to behavior and move prospects through the funnel intelligently
03
Activate Multi-Channel Outbound
Coordinate Apollo email sequences with LinkedIn social selling for maximum reach and engagement
04
Identify Anonymous Visitors
Use Customers.ai and Apollo On-Site Identification to reveal who's visiting your site and what they care about
05
Enrich All Records
Implement HighTouch enrichment to boost ad match rates, improve targeting precision, and enhance personalization
06
Accelerate Creative Testing
Apply rapid creative methodologies inspired by Luma's workflow to test messaging variations at scale
07
Build Always-On Pipeline
Create a self-sustaining system that generates qualified opportunities 24/7 with minimal manual intervention
Luma AI Use Case Inspiration
Speed Without Compromise
Our strategy draws inspiration from Luma's Dream Machine for Advertising use case, which demonstrates how rapid creative production transforms campaign performance:
Rapid Creative Production
Generate multiple outbound message variations quickly for continuous testing
Personalization at Scale
Create tailored messaging for different segments without manual bottlenecks
Fast Iteration Cycles
Test, learn, and optimize faster than competitors to find winning formulas
Agency-Targeted Visuals
Support messaging with tailored creative that resonates with agency decision-makers
This approach enables rapid A/B testing across email, SMS, and ads—dramatically improving connection rates and conversion performance.
Full Technology Stack Overview
Core Tools (Existing)
We'll optimize and connect your current marketing stack:
HubSpot
CRM + marketing automation + CDP identity stitching. Central nervous system for all marketing operations.
Apollo
Outbound sequencing + contact database + site identification for targeted outreach at scale.
LinkedIn Navigator
Social selling + profile targeting to reach decision-makers where they're most active.
Clay
Data enrichment workflows and ICP list creation for precision targeting.
New Tools (We Will Implement)
Strategic additions that unlock transformative capabilities:
Customers.ai
Website visitor identity resolution + behavioral triggers to capture hidden demand.
SMS Platform
HubSpot SMS or Twilio integration for high-engagement mobile messaging.
HighTouch
First and third-party enrichment to dramatically boost match rates and targeting accuracy.
Cross-Channel Automations
Intelligent workflows connecting web → email → SMS → LinkedIn → ads into seamless experiences.
HubSpot Identity Tracking
Unified user tracking across sessions and devices for complete buyer journey visibility.
Automation & Identity Architecture
The foundation of our system is a sophisticated identity resolution and automation framework that tracks, enriches, and activates prospects across every channel:
1. HubSpot CDP Setup
Unified Identity Foundation
  • Activate HubSpot's User Identity Tracking Protocol
  • Stitch anonymous and known users into complete profiles
  • Build behavioral segments based on page views, engagement, and content interactions
  • Activate comprehensive event tracking with hidden field mapping
  • Create scoring models that identify buying intent signals
2. Multi-Channel Automations
Intelligent Nurture Orchestration
  • Behavior-triggered email nurture sequences
  • SMS follow-ups and appointment reminders
  • LinkedIn cadences triggered via Apollo integration
  • Visitor-triggered workflows based on site activity
  • HighTouch data enrichment updates flowing continuously
  • Cross-channel orchestration rules
3. Site Visitor Tracking
Anonymous to Known Conversion
  • Customers.ai + Apollo visitor ID matching
  • Firmographic and technographic scoring
  • Immediate email/SMS trigger deployment
  • Account-level tracking for ABM plays
  • Intent data integration
This architecture creates a 360-degree view of every prospect, enabling personalization impossible with disconnected tools.
Phase 1: Foundation & Setup
Weeks 1–4
The first phase establishes the technical foundation and strategic framework for all future growth:
Complete Systems Audit
Comprehensive review of HubSpot, Apollo, Clay, and LinkedIn Navigator configurations to identify optimization opportunities and integration requirements
HubSpot CDP Implementation
Deploy Identity Protocol for cross-session/device tracking and implement behavioral stitching logic
Identity Tracking Installation
Install Customers.ai and Apollo identity scripts on all web properties to begin capturing visitor data
ICP Development
Build detailed targeting logic for 50+ employee agencies including firmographic, technographic, and behavioral criteria
Lead Scoring Model
Create master scoring framework combining demographic, firmographic, and behavioral signals
Automation Templates
Build first wave of email and SMS templates with dynamic personalization and A/B testing structure
Architecture Mapping
Document complete end-to-end automation flows across all platforms
Enrichment Pipeline
Connect HighTouch enrichment pipeline to continuously update contact records
Initial Contact Lists
Build first target lists using Clay and Apollo based on ICP criteria
Phase 2: Activation & Launch
Weeks 5–12
Phase 2 brings the system to life with live campaigns, active automations, and continuous optimization:
Outbound Campaign Launch
Deploy Apollo sequences combining email outreach with LinkedIn touchpoints
SMS Nurturing Activation
Launch behavior-triggered SMS sequences for high-engagement follow-up
Identity-Based Workflows
Activate automated workflows using HubSpot CDP identity data
Site Visit Automations
Deploy email and SMS triggers based on site visits and page-level engagement
Contact Enrichment
Run all contacts through HighTouch for enhanced data quality
Creative Testing Wave 1
Launch first round of Luma-style creative variations for message testing
KPI Reporting
Implement weekly dashboards tracking key performance metrics
Retargeting Setup
Build retargeting audiences using clean identity segments
By week 12, you'll have a fully operational pipeline engine generating qualified opportunities daily.
Phase 3: Scale & Optimization
Weeks 13–24
Phase 3 focuses on scaling what works and continuously refining performance through data-driven optimization:
Expansion Initiatives
  • Expand audience segmentation with new ICP variations
  • Increase outbound volume by 2–3x while maintaining quality
  • Add more SMS trigger types for appointment reminders and high-intent follow-ups
  • Deploy additional creative and message variations
  • Scale retargeting pools across multiple platforms
Optimization Focus
  • Optimize send times and cadence based on engagement data
  • Refine identity resolution accuracy continuously
  • A/B test new messaging angles and creative approaches
  • Improve lead scoring model with conversion feedback
  • Monthly performance reviews with strategic roadmap updates
This phase transforms your system from operational to highly optimized, with compounding returns as data quality and targeting precision improve over time.
30 / 60 / 90 Day Rollout Plan
30 Days
Build the Engine
Identity & CDP
HubSpot CDP and Identity Tracking Protocol fully implemented with behavioral stitching active
Automations
First email and SMS sequences built with dynamic personalization and trigger logic
Tracking
Customers.ai and Apollo site identification scripts installed and collecting visitor data
Data
ICP-qualified target lists built through Clay and Apollo with enriched contact records
Creative
First templates, copy variations, and testing matrix established for rapid iteration
Enrichment
HighTouch pipeline activated with continuous data enrichment flowing
Systems
All tools connected to HubSpot for centralized visibility and orchestration
60 Days
Activate the Engine
Launch Campaigns
Deploy outbound campaigns across email, SMS, and LinkedIn with coordinated messaging
Site Visit Nurture
Activate triggered nurturing sequences responding to site visits and page-level engagement
Data Sync
Sync enriched data into HubSpot continuously to improve targeting and personalization
SMS Events
Add event-based SMS messages for appointment confirmations and high-value interactions
Creative Testing
Begin Luma-style creative testing with rapid iteration on messaging variations
Reporting
Launch weekly KPI dashboards tracking campaign performance and pipeline impact
Retargeting
Build retargeting audiences based on identity and behavioral data
90 Days
Scale the Engine
By day 90, the system reaches full maturity with sophisticated optimization and scale:
1
Volume & Sophistication
Increase outbound volume and segmentation sophistication with multiple audience layers and personalization depth
2
High-Intent Personalization
Add advanced personalization layers based on intent signals, engagement patterns, and firmographic fit
3
Creative Expansion
Deploy more Luma-style creative variations across all channels with continuous testing
4
Smart Routing
Optimize scoring and routing based on early conversion signals and pipeline velocity data
5
SMS Sophistication
Add time-based and behavior-based SMS workflows for maximum engagement
6
Retargeting Scale
Scale retargeting pools across multiple platforms with identity-based targeting
7
Pipeline Impact Report
Deliver comprehensive quarterly report showing pipeline impact, ROI, and strategic recommendations
Deliverables Summary
You'll receive a comprehensive package of strategic frameworks, technical implementations, and ongoing optimization services:
Strategic Frameworks
  • ICP and targeting framework documentation
  • Lead scoring model with signal definitions
  • Creative testing calendar and methodology
  • Multi-channel orchestration playbook
Technical Implementations
  • HubSpot CDP implementation with identity stitching
  • Complete email and SMS automation library
  • Site visitor identification system
  • Enriched CRM with advanced segmentation
  • Cross-platform integration architecture
Content & Messaging
  • Outreach scripts optimized for agency buyers
  • SMS templates for every stage
  • Email sequences with A/B variants
  • LinkedIn messaging cadences
Ongoing Services
  • Automated workflows and behavioral triggers
  • Weekly KPI dashboard with key metrics
  • Monthly optimization report with recommendations
  • Quarterly strategic roadmap updates
  • Continuous enrichment and data quality management
Every deliverable is designed for immediate implementation and long-term scalability.
Pricing Options
Option A: Monthly Retainer
$10,000
per month
What's Included:
  • Complete Phase 1, 2, and 3 implementation
  • Strategic consulting and optimization
  • Campaign management and execution
  • Weekly KPI reporting
  • Monthly optimization sessions
  • Ongoing technical support
  • Creative testing and iteration
Tools and enrichment services billed separately based on usage

Investment Breakdown: The monthly retainer covers strategic planning, implementation, campaign management, and continuous optimization. Additional costs for tools (HubSpot, Apollo, Customers.ai, HighTouch, etc.) and data enrichment services are billed separately based on your usage and scale. We'll provide detailed cost projections during the kickoff session.
Why This Works
This isn't theory—it's a proven framework backed by data and real-world results across hundreds of B2B marketing implementations:
3-5x
Conversion Improvement
Multi-channel reach improves conversion rates by engaging prospects across email, SMS, LinkedIn, and ads
35-45%
SMS Response Rate Lift
SMS increases response rates dramatically compared to email-only outreach
20-60%
Match Rate Improvement
Enrichment improves match rates for ads and email through superior data quality
System Advantages
  • CDP identity stitching unlocks unseen buying signals across the customer journey
  • Site visitor identification captures otherwise lost demand from anonymous traffic
  • Rapid creative testing (Luma-driven) boosts outbound connection rates through continuous optimization
  • Behavioral triggers ensure timely follow-up when prospects show intent
Business Impact
  • Predictable pipeline creation through always-on automation
  • Scalable growth without proportional headcount increases
  • Compounding returns as data quality improves over time
  • Competitive advantage through superior targeting and personalization
Next Steps
Let's transform your marketing from a cost center into a predictable revenue engine. Here's how we get started:
01
Approve Project Scope & Pricing
Review this proposal with your team and approve the scope, timeline, and investment level that fits your growth goals
02
Provide System Access
Grant access to HubSpot, Apollo, Clay, LinkedIn Navigator, and any other platforms in your current stack
03
Launch Kickoff Session
Schedule a comprehensive kickoff meeting to align on goals, review ICP criteria, and finalize implementation priorities
04
Begin Phase 1 Implementation
Our team starts work immediately on the foundation—typically within 48 hours of kickoff
Ready to build your predictable growth engine? Let's schedule a call to discuss your specific needs and timeline.