📈 Clay + Instantly + Folk CRM: B2B Outbound Playbook
🎯 Offer: GhostSec Embedded GRC for AWS Fintechs
We deliver premium compliance operations for AWS-native fintech companies. Every engagement is structured around:
- A tailored policy system based on ComplianceForge DSP1 or DSP2 (used by F500s and government contractors)
- One-time delivery of a full GRC Asset Package: policies, control matrix, risk register, and evidence plan
- A monthly retainer for posture monitoring, evidence lifecycle ops, and compliance upkeep
- Optional add-on: full audit concierge and Trust Center oversight
- Pricing is transparent and modular: 20K policy delivery, and 40K/month support
We are not an engineering team or policy template vendor—we operate your compliance lifecycle as an embedded GRC office.
🧬 Ideal Customer Profile (Clay Filters)
- 🏢 Industry: Fintech
- ☁️ Infrastructure: AWS-based
- 👥 Team Size: 10–250 employees
- 💰 Revenue: 50M
- ✅ Signals:
- AWS infrastructure mentioned on website/job descriptions
- Compliance frameworks or security requirements mentioned
- Fintech focus
- 👔 Titles Targeted:
- Head of Security
- CTO
- Director of Compliance
- GRC Manager
- AWS Solutions Architect
🔄 Workflow Overview
| Stage | Tool | What You Do |
|---|---|---|
| 📊 Lead Sourcing | Clay | Build lead list based on ICP, focusing on AWS-based fintech |
| ✍️ Personalization | Clay | Enrich with LinkedIn, job changes, AWS certifications, AI-written first lines |
| 📧 Outreach Campaign | Instantly | Run 4-step cold email sequence w/ inbox rotation |
| 📝 Tracking Replies | Folk CRM | Sync responses, tag, and stage leads |
| 📄 Call → Proposal | DocSend / Notion | Send AWS compliance service overview and pricing |
| 🔄 Follow-ups | Folk CRM | Log notes, set reminders, track deals |
📧 Cold Email Sequence (Instantly)
Subject: AWS Compliance Sprint or Overwatch for [Company]
📧 Email 1 (Day 0)
Hi [Name] — noticed [Company] is scaling on AWS. I help AWS-based fintech companies like [Client1] and [Client2] implement and maintain compliance programs efficiently.
We offer two AWS-focused models: a 3-6 month Sprint (45K/mo) for continuous AWS compliance.
Which would be more relevant for your current AWS compliance needs?
📧 Email 2 (Day 3)
All good if now’s not the right time — just noticed [Company] is using AWS and flagged [signal from Clay]. Our AWS compliance expertise might help streamline your compliance program.
Want a quick overview of how we structure our AWS-native compliance programs?
📧 Email 3 (Day 7)
Just circling back — even if you’re not ready now, I can share how we help AWS-based fintech companies build scalable compliance programs that support growth.
Interested in learning more about our AWS compliance approach?
📊 Folk CRM Setup
| Field | Use |
|---|---|
| 📈 Pipeline Stage | Lead → Discovery → Proposal → Closed Won |
| Tags | Sprint, Overwatch, AWS, High-Intent, Q3 Priority |
| Notes | Call insights, AWS infrastructure details, objections, buying triggers |
| Reminders | For “Not now” follow-ups |
| Groups | By service model preference (Sprint vs Overwatch) |
Document prepared: MVPv3 Outbound — Clay + Instantly + Folk CRM workflow for Ghost AWS Compliance Services.