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# CLAUDE.md — Relay Relay is a workflow automation platform built for RevOps and GTM teams at growth-stage B2B SaaS companies. We replace the patchwork of Zaps and manual processes that break as teams scale from 50 to 500 people. --- ## Company Overview **Company:** Relay **Website:** relay.io **What we do:** Relay automates the ops work that falls between your CRM, billing, and product — the handoffs, alerts, syncs, and routing logic that every RevOps team builds manually and rebuilds every time something changes. **Stage:** Series B ($28M raised, 2023) **Team size:** 85 people, 22 in GTM **HQ:** San Francisco, CA --- ## GTM Motion **Primary motion:** Sales-led with a product-qualified lead layer (free tier drives discovery) **ACV range:** $24,000 – $180,000 **Sales cycle:** 32 days median (enterprise: 60–90 days) **Primary channels:** Outbound (40%), inbound/PQL (35%), events (15%), partner (10%) **Deal type:** AE-led evaluation with RevOps technical champion --- ## ICP Summary Full definition: `context/icp-definition.md` **Ideal customer in one sentence:** Series B–D B2B SaaS companies with a dedicated RevOps or Sales Ops function, 100–500 employees, running HubSpot or Salesforce, where the RevOps team spends more than 20% of their time on manual process work. **Top 3 firmographic filters:** 1. Employee count: 100–500 2. Industry: B2B SaaS, FinTech, HR Tech 3. Funding: Series A–C, raised in last 24 months **Anti-ICP:** - SMBs under 50 employees — no dedicated ops function, no budget - Enterprise (2,000+ employees) — buying process too complex for our current sales motion - Companies using Workato as core infrastructure — migration cost too high - Services/agencies — wrong business model --- ## Personas Full profiles: `context/personas/` | Persona | Title | What they care about | How to reach them | |---------|-------|---------------------|-------------------| | Champion | Head of RevOps / Sr. RevOps Manager | Reducing manual work, proving ops impact to leadership | Email + LinkedIn | | Economic buyer | CRO / VP Sales | Pipeline velocity, rep efficiency, forecast accuracy | Events + email | | Technical evaluator | Sales Ops Analyst / GTM Engineer | Integration reliability, API quality, migration effort | Email + Slack communities | --- ## Positioning Full document: `context/positioning.md` **Core value prop:** Relay reduces time-to-workflow from weeks to hours — RevOps teams build, test, and deploy process automations without waiting for engineering. **Against each competitor:** - vs. Workato: We win on speed-to-value and RevOps-specific UX. Workato requires IT involvement. We don't. - vs. Zapier (Teams): We win on reliability at scale and native CRM depth. Zapier breaks above 10k records/day. - vs. custom engineering: We win on iteration speed. Engineering changes take sprints. Relay changes take minutes. **Tone and voice:** Practical, direct, zero fluff. We respect that our buyers are technical. We don't over-explain. --- ## Signal Library Full library: `context/signal-library.md` **Tier 1 signals (act immediately):** 1. "RevOps Manager" or "GTM Engineer" hired in last 30 days — new hire inheriting broken processes, high change appetite 2. Series B announced in last 60 days — team scaling fast, ops layer about to break 3. Job posting for 2+ RevOps/Sales Ops roles simultaneously — ops team overwhelmed, about to invest in tooling **Tier 2 signals (add to sequence):** 1. Using HubSpot + Salesforce simultaneously — integration complexity = our core use case 2. LinkedIn post from RevOps leader about manual processes or CRM data quality 3. G2 review of Zapier Teams mentioning scaling issues --- ## Tech Stack **CRM:** Salesforce (primary) + HubSpot (marketing) **Enrichment:** Clay (primary), Clearbit (backup) **Signal intelligence:** Trigify (job change alerts), Common Room (community signals) **Outbound:** Outreach (enterprise), Smartlead (mid-market) **Call intelligence:** Gong **Intent data:** G2 Buyer Intent **Data warehouse:** None currently --- ## Workflows - `workflows/enrichment.md` — Clay waterfall for account + contact enrichment - `workflows/signal-routing.md` — How signals route to Outreach or SDR queue - `workflows/campaign-build.md` — Campaign launch process --- ## Team | Name | Role | Owns | |------|------|------| | Sarah Chen | Head of GTM Engineering | Signal system, Clay, CRM architecture | | Marcus Webb | SDR Lead | Outbound sequences, Outreach admin | | Priya Nair | AE (Enterprise) | Tier 1 accounts, $60k+ ACV | | David Kim | AE (Mid-Market) | Tier 2 accounts, $24k–$60k ACV | --- ## Current Priorities - [ ] Build Series B signal campaign for Q2 (400 accounts identified, enrichment 60% complete) - [ ] Rebuild Zapier competitive campaign — current reply rate is 1.2%, target is 4% - [ ] Implement signal decay scoring — accounts from 2023 are inflating our active list --- ## How to Use This Repo **Research an account:** ``` Read skills/account-research/SKILL.md and research [company.com] ``` **Score a list:** ``` Read skills/icp-scoring/SKILL.md and score the companies in [paste list]. Output a table sorted by score. Flag anything ≥ 60. ``` **Build a campaign:** ``` Read skills/signal-to-sequence/SKILL.md. Build a campaign for accounts that triggered the "Series B in last 60 days" signal. Target the Head of RevOps persona. Tier 2 intensity. ```