All case studies / Persona - The Insights Company

Persona -
The Insights Company

1A lead submits the ad formAttioThe record appears in the CRM instantly
2Clay researches the personClayLive profile and company data, never the form
3The gate scores the fitClayCompany and role, with written reasoning
4A card lands in SlackSlackEvidence and follow-up options
5One click starts the follow-upAttioA sequence enrolls, logged on the record
42smedian from form submit to a researched, scored record in Attio

How Persona cut lead response from three days to thirty minutes on Attio

Impact

more demos booked from the same ad spend, once replies went out the same morning

At a glance

Persona runs AI-moderated customer interviews, replacing six-week agency studies with a few days of real conversations. The product creates its own demand: LinkedIn ads and campaigns bring in more leads than a founder-led sales team can work by hand. We built the Attio workspace that converts that attention into booked demos.

Industry
Consumer and product research
Stage
Seed, founder-led, no sales team to absorb the triage
Engagement
2026
What we built
An Attio workspace wired to Clay, n8n, Slack and LinkedIn Ads: every ad lead researched, scored and routed before a human sees it
Impact
  • 2× demos from the same leads
  • Response time from 3 business days to 30 minutes
The problem01

A Monday lead got its answer on Thursday.

The ads work. Leads arrive every week, and each one looks identical in the inbox: a name, an email, a company field. Some deserve a founder's calendar the same day. Some aren’t a fit. Others need a fast, automated follow-up. Nothing in the inbox tells you which is which.

Working that out by hand was the bottleneck: a lead that arrived Monday might get its first real answer on Thursday, and by then the warm ones had cooled. Speed to lead decides these deals, and three days is not fast enough.

The system02

The research runs itself. The judgment stays human.

A form submission starts a chain: live data pulled, employer verified, fit scored in writing, and the finished brief lands in Slack as a card for the team to review. Approve enrolls the lead in the matching Attio sequence. Reject closes it, reasoning logged. Nobody retypes anything, and nobody replies blind.

1
A lead lands in AttioAttio
Record and list entry created instantly, every form answer captured.
2
Lead research, ready to reviewClay
Live LinkedIn profile, role history, company size and industry, plus a read of the company's own website. All on the record before anyone opens it.
3
Current employer, verifiedClay
AI checks where the person works today, from live evidence rather than the form field.
Resolved, continueThe real employer feeds every step below.
Not found, flaggedMarked unresolved. The gate never guesses.
4
Company and role fit, scoredClay
Company fit and role fit graded, with the reasoning written onto the record.
Target, worth a founder's timeA research note is written and a card goes to Slack.
Excluded, closedWrong vertical or role. One was a direct competitor.
5
A decision card, in SlackSlack
Evidence, score and a recommendation, ready for a one-click call. The only manual step in the chain.
ApproveEnrolled in the matching Attio sequence. Follow-up starts the same morning.
RejectClosed, with the reason logged on the record.
6
Follow-up live, audit trail writtenn8n + Attio
Stage updated, sequence running, every decision stored on the lead in Attio.

Time before a new lead got a real response

Before 3 business days
After ~30 minutes
The gate03

One in four leads never cost a minute.

The team sees which leads deserve a call, which need follow-up, and which aren’t a fit. The recommendation uses verified data; it even caught a competitor filling out the form.

ICInsights Company BotAPP10:16 AM

New inbound lead - Review

Recommendation:TARGETadvisory - you decide

Company SizeIndustry 200-500Consumer Brand
Why it fits

Head of Growth at a consumer brand past the size gate, with a stated retention-research project. Strong company and role fit.

They wrote

"We're trying to understand why repeat purchase dropped after our rebrand - can your platform run interviews on this?"

Draft follow-upAI-written, not sent - Approve sends it as written

You mentioned repeat purchase dipping after the rebrand. That is exactly the kind of question Persona runs interviews on - happy to show you the study we would draft for...

NameCompany {{lead_name}}{{company_name}}

Clay enrichment, routed by n8n  ·  cc @Sales

Approve and sendReview and editReject lead
Illustrative decision card. Names and company details are anonymized; the messages are examples.
Sravanthi KadaliPersona - The Insights Company
Subject: Quick intro to Persona

Hi {{first_name}},

It's good to hear from you on LinkedIn - thanks for your interest in The Insights Company.

We've built an AI-moderated qualitative research platform called Persona. A simple way to think about us is that we help teams quickly hear from users at scale - whether the question is why customers churn, where onboarding breaks down, why a feature isn't being adopted, or what users need before they purchase.

Feel free to book a demo using this link. After the call, we'll send you a ${{X}} gift card as a thank you for your time.

Thanks,
Sravanthi

The sequence’s first email, with the incentive amount anonymized. Sent from the team’s own inbox. {{first_name}} merges per lead.
The principles04

The rules we built it by.

  1. 01
    Trust the profile, not the formForms self-report. Enrich from live data and grade that instead.
  2. 02
    Make the model show its workEvery verdict carries written reasoning, logged against the lead. Trust comes from the audit trail, not from an accuracy claim.
  3. 03
    Automate the research, never the judgmentThe team can approve, edit or reject before follow-up starts.
  4. 04
    Keep the team in controlResearch and follow-up run automatically. The team owns the decisions in Attio.
The impact05

Twice the demos, from the same leads.

Qualified ad leads that turn into a booked demo
100×Faster first response to a new lead
42sMedian from form submit to a scored record
0Maintenance since launch
Read the next case studyHow Persona went from single-digit replies to 111 sales conversations
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