Skip to content
Luxin
Contact

KnowV8 · Financial Services

One client profile in, a verified list of the right firms and the right people out.

A lead engine for a fractional-CFO firm: answer a few questions once, and it finds the matching firms, the right person inside each, and a verified way to reach them.

Status
In progress

Scoped and being built. Nothing on this page is a result yet.

When
Scoped 18 September 2026 · build in progress
Works inside
Apify · Clay · Apollo · LinkedIn Sales Navigator · Claude · Gmail
Price
$2,000, fixed, half to start and half when finished

What is happening now.

In the owner’s own words, before Luxin, an AI consulting firm, got involved. The status above says where it stands.

  • A peer group of Bay Area finance leaders the firm ran for years, quiet for six years, with a contact list just as old.

  • New prospects arriving through referrals from a handful of attorneys, brokers and a CPA, one introduction at a time.

  • A team too busy with client work to research firms, find the owner, and check whether an email address still works.

  • Email to the old list going out through a newsletter tool and getting screened before anyone read it.

The numbers, with what they mean.

35–50
finance leaders the peer group gathered when it last met, as the problem found
The problem found
6 years
since the peer group’s contact list was last built, as the problem found
The problem found
1 document
the client profile the whole engine reads from, so a new target is a new profile
What is being built
2–3 weeks
from the first payment to the first list and the hand-off session, as scoped
What is being built

Every figure says where it came from. A problem found is not a result.

What is being built.

  1. 01

    The owner answers a short set of questions once, and Claude turns the answers into a written client profile the rest of the engine reads as its source of truth.

  2. 02

    Apify scrapers read the profile and find the matching architecture, engineering and construction firms, and the right person at each one, including their LinkedIn profile.

  3. 03

    Clay and Apollo fill in what the scrapers cannot: business and personal emails, phone numbers and titles.

  4. 04

    Every email runs through a verification step, so the list only carries inboxes that are live.

  5. 05

    The first run is one clean, sorted spreadsheet of Bay Area firms for the peer group’s relaunch. Swap the profile, and the same engine builds a list for the firm itself or for one of its clients.

  6. 06

    The accounts live under the firm’s own Gmail, so KnowV8 owns the accounts, the data and every list. One hand-off session runs a second profile together.

The tools it works inside.

  • Apify
  • Clay
  • Apollo
  • LinkedIn Sales Navigator
  • Claude
  • Gmail
Illustration of the pattern. Not a screenshot, and not real client data.

Nothing goes out without you.

The engine finds and fills in. It sends nothing to anyone. The owner reads the first cut, marks who is right and who is off, and decides who is contacted and how. Outreach is a later phase, scoped and priced on its own.

In progress

Where this stands.

Scoped and being built. Nothing on this page is a result yet.

More case studies.

Tell us what’s eating the most time.

Thirty minutes, no deck. You describe how the work actually happens, and we tell you plainly whether there is something worth building.

Start with one thingOr pick a time