Clay.com Outbound Lead Gen System — SAM.gov + Instantly.ai (No-Code Build)

I'm building an automated lead generation system for a company that helps US-based SMEs prepare winning government contract proposals (RFPs, bids, and solicitations). I need an experienced Clay.com specialist to build the full system from scratch.

We identify active government contract opportunities on SAM.gov, match them to SMEs who are a good fit, and reach out with a personalized email offering our proposal preparation services. Warm leads (people who reply) are then managed in HubSpot.

The Stack You Will Build

SAM.gov — free API, source of all contract opportunities

Clay Explorer — enrichment, company/contact matching, AI personalization

Instantly.ai — cold email sending and sequence management

HubSpot Free — manual CRM for warm leads only (no direct integration needed)

Google Workspace — 6 sending email accounts across 3 domains (credentials provided)

What You Will Build — Step by Step

1. SAM.gov → Clay Integration

Connect SAM.gov API to Clay to pull new contract opportunities daily

Filter by NAICS codes (I will provide the full list)

Populate a Clay table with: contract title, agency, NAICS code, estimated value, deadline, solicitation number, and description

2. Company + Contact Enrichment in Clay

Set up waterfall enrichment to find SME companies matching each contract's NAICS code

Target profile: US-based SMEs, 5–50 employees

Pull verified decision-maker contacts: CEO, Business Development Director, or Owner

Enrich each contact with: verified email, LinkedIn URL, company size, past government contract history (USASpending.gov)

3. AI Personalization Column

Build a Clay AI column that auto-generates a unique opening line per lead

The line must reference the specific contract opportunity, the issuing agency, and connect to the company's background or past contracts

I will provide the exact prompt — you implement, test, and confirm it's producing quality output

4. Instantly.ai Setup

Connect 6 Google Workspace email accounts across 3 domains:

thebidstudioteam.com

thebidstudiogroup.com

thebidstudio.co

Configure email warm-up on all 6 accounts (2–4 weeks, running from day 1)

Set up field mapping from Clay so all variables populate correctly in email templates (I will provide the copy)

Build a 3-step sequence: initial email + 2 follow-ups

Configure reply detection and notifications

5. HubSpot Handoff (Manual — No Integration Required)

Document a simple SOP so that when a lead replies in Instantly.ai, we can manually create them as a contact in HubSpot and place them in the correct pipeline stage

No automation needed here — just a clean documented process

Deliverables

Fully working Clay Explorer workspace with both tables configured

SAM.gov API pulling live data daily

Enrichment waterfall running and tested

AI column generating quality personalized opening lines

Instantly.ai connected with all 6 email accounts warmed up and sequencing ready

Sample campaign tested end-to-end with at least 20 real leads

1 Loom walkthrough video (15–20 min) explaining the full system

1-page SOP document for daily operations (for handoff)

Requirements

Proven hands-on experience with Clay.com — please share examples or describe past builds

Experience with Instantly.ai or equivalent cold email platforms

Familiarity with SAM.gov, USASpending.gov, or similar government data APIs is a strong plus

Ability to deliver clean documentation and a Loom walkthrough — this system will be managed by a VA after handoff

Strong English communication — I need to fully understand what you build

Available for 1 check-in call per week during the build

Project Details

Type: Fixed price, one-time build

Budget: $500

Timeline: Completed within 1 week

Communication: Weekly check-in + async updates via Upwork messages

To Apply — Please Answer These 4 Questions:

Have you built a Clay.com system before? Briefly describe it or share a screenshot.

Have you worked with SAM.gov, USASpending.gov, or any government data API?

What is your realistic timeline to complete this project?

What questions do you have about the scope?

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