gtmagency
gtmagency
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Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by
This playbook maps Clevr's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.
| Dimension | Qualified | Prioritization |
|---|---|---|
| Geography | United States and Canada, K-12 public and private school districts | Prioritize US districts in states with active digital records mandates and Canada districts in Ontario and BC |
| Employee Count | District staff of 100 to 5,000, reflecting districts with 1,000 to 50,000+ student enrollment | Prioritize mid-to-large districts with 5,000+ students where form and workflow volume justifies platform spend |
| Industry / Vertical | K-12 public school districts, charter networks, private school systems, educational service agencies | Prioritize public K-12 districts with central office administrative staff managing multi-school operations |
| Key Qualifying Signal | Student enrollment count as pricing tier indicator, with districts managing 1,000+ students as minimum and 10,000+ as highest priority | Tier 1: 10,000+ students. Tier 2: 5,000 to 9,999. Tier 3: 1,000 to 4,999 |
| Tech Stack | Existing SIS platforms such as PowerSchool, Infinite Campus, Skyward, or Aeries indicate integration readiness | Prioritize districts running PowerSchool or Infinite Campus as Clevr has documented SIS integration capability |
| Revenue / Funding | No funding required. Public district budget cycles tied to fiscal year. E-rate and Title I federal funding eligibility signals purchasing capacity | Prioritize districts that have recently passed technology levies or received federal ESSER or Title IV-A funding |
| Intent Signals | Districts searching for form automation, digital signatures for schools, paperless workflows, student data collection software, or approval workflow tools | High priority if researching Clevr competitors like Jotform, Google Forms alternatives, or DocuSign for education |
| Dimension | Qualified | Prioritization |
|---|---|---|
| Seniority | Director, Assistant Superintendent, Executive Director, Coordinator, Chief | Prioritize Director and above with budget authority or strong recommendation influence over technology procurement |
| Primary Titles | Director of Technology, Chief Information Officer, Assistant Superintendent of Operations, Director of Data and Assessment, Director of Student Services | These roles own the problem Clevr solves and initiate or approve vendor selection |
| Secondary Influencers | Principal, Special Education Coordinator, HR Director, Curriculum Director, Registrar | Loop in as champions once primary contact is engaged. They surface departmental pain and accelerate internal buy-in |
| LinkedIn Keywords | K-12 administration, school district operations, student data management, educational technology, digital transformation in education, forms and workflow, compliance and reporting | Filter for profiles mentioning paper-based processes, manual workflows, or data silos in posts or experience sections |
| Persona | Level | KPIs | Related Challenges | Intent Signals | Related Benefits |
|---|---|---|---|---|---|
| Director of Technology | Director | System uptime, integration success rate, staff adoption rate, IT ticket volume reduction | Managing multiple disconnected tools, ensuring data security compliance, supporting district-wide digital transformation with limited IT staff | Searching for SIS integration tools, evaluating paperless school software, attending EdTech conferences like ISTE or CoSN | Unified platform with SIS integration, enterprise-grade Azure cloud security, SSO, and role-based access that reduces IT overhead |
| Assistant Superintendent of Operations | VP/C-Suite | Operational efficiency, compliance adherence, budget utilization, policy enforcement across schools | Inconsistent processes across buildings, paper-based approval chains, difficulty auditing workflows for compliance and accountability | Reviewing state records retention requirements, researching approval workflow automation, posting about district operational challenges on LinkedIn | Automated multi-step approval workflows, records retention tools, and real-time dashboards that provide district-wide visibility and compliance confidence |
| Director of Student Services | Director | IEP and 504 plan timeliness, incident response time, student support documentation completeness | Manual data collection for student interventions, siloed information between special education and general ed teams, missed follow-up on threshold events | Searching for student data forms software, looking for digital IEP or behavior tracking tools, attending special education administrator conferences | Threshold notifications, person profiles, and customizable forms that centralize student support data and automate follow-up triggers |
| HR Director | Director | Onboarding completion rate, compliance documentation accuracy, time-to-fill and time-to-productivity for new hires | Paper-heavy employee onboarding, manual approval chains for HR actions, difficulty maintaining audit trails for staff records | Searching for digital HR forms for schools, evaluating e-signature tools, posting about staff onboarding challenges | Digital signatures, bulk actions, and configurable workflows that streamline staff onboarding, leave requests, and HR compliance documentation |
| Data and Assessment Coordinator | Manager/Coordinator | Data accuracy, reporting turnaround time, form completion rates, dashboard accessibility for leadership | Manually collating data from multiple sources, rebuilding reports each year from scratch, lack of real-time visibility into district-wide data | Searching for K-12 data dashboards, looking for Google Forms replacements, attending assessment and accountability conferences | Real-time data dashboards, record rollovers that carry data year-over-year, and advanced filtering across unlimited forms that eliminate manual reporting effort |
We scrape attendee and speaker lists from EdTech conferences where district technology and operations leaders congregate, then reach out while their interest in new tools is peaking. These contacts are already in active evaluation mode for district technology solutions.
Conference Attendee ListsEvent Hashtag Scrape
Speaker Page Scrape
Enrich Contact Data
Verify Work Email
Confirm District SizeIdentify Buying Committee
Email
LinkedInWe identify districts running non-education-native form and workflow tools using technographic signals, then reach out with a direct displacement message highlighting the compliance, integration, and workflow gaps those tools create in a K-12 context.
Tech Stack Detection
G2 Competitor ReviewsSIS Vendor Partner ListsEnrich Account DataFind Decision MakersVerify EmailsEmailNew technology and operations leaders at districts are actively auditing tools and vendor relationships in their first 90 days. We reach out with a change-oriented message that frames Clevr as the platform to consolidate and modernize their inherited stack.
Job Change TrackingLinkedIn New Role AlertsDistrict Job Board ScrapeEnrich New Hire ProfileFind Work EmailConfirm District EnrollmentIdentify Buying CommitteeEmailLinkedInDistricts actively hiring for administrative and data roles are scaling operations and accumulating manual process debt. We reach out to the decision maker while the pain of managing growing workflows without a purpose-built system is most acute.
Job Posting MonitoringLinkedIn Jobs ScrapeDistrict HR Board ScrapeIdentify AccountFind Buying CommitteeVerify Contact EmailsIdentify Buying CommitteeEmailWe de-anonymize district visitors to Clevr's website who show high purchase intent but do not convert, then reach out within 24 hours while the problem is top of mind. This captures warm demand that would otherwise evaporate.
Website Visitor De-Anon
Intent Signal Detection
Warm Account TrackingEnrich Visitor IdentityMatch to District AccountVerify EmailBuying CommitteeEmailYou'll have qualified demos booked in your calendar within 45 days: infrastructure, sequences, and live campaigns installed for you.
You don't pay a retainer. Everything we build belongs to you from day one: data, playbooks, and infrastructure.
If by day 45 you aren't seeing qualified demos booked in your calendar, we keep working completely for free until you do.
We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.
