01 / The decision
A working prototype, hitting a scaling constraint.
Alex has spent four months building a targeted prospecting system in Claude Code. It combines Coremont's proprietary product knowledge, Confluence, HubSpot, specialist hedge-fund intelligence and contact data. Three skills research funds, map decision-makers and generate tailored outreach.
7 sellersPursuing a narrow, global hedge-fund market
60–100Email drafts Alex described receiving each morning; not a team-wide performance metric
~$25KApproximate ZoomInfo spend cited on the call; annual basis and invoice to confirm
The bottleneck is not message quality. Alex described the existing messages as highly specific and effective. It is earlier signal discovery, reliable delivery and cohesive orchestration, with a quota-carrying seller also acting as the system's sole administrator.
The investment case: preserve Coremont's domain expertise, replace eligible duplicate spend and return selling time, then extend AI agents across the sales cycle. A broadly cost-neutral data-replacement case creates room for seller productivity and revenue upside.
03 / The economics
Cost neutral, but with clear seller productivity & revenue upside.
The updated proposed investment is $20,312, including seven seats, the platform, a 60,000-credit pool and AIxGTM enablement for the 90-day deployment.
| Line item | Amount / allocation |
|---|
| Total seats | 7 |
| Platform fee | $1,668 |
| Bulk credit pool | 60,000 |
| Cost per credit | $0.1280 |
| Credit fees | $7,680 |
| AIxGTM enablement | $10,964 |
| Total cost | $20,312 |
ZoomInfo replacement makes this broadly cost neutral. Against the approximately $25,000 subscription spend Alex cited, the $20,312 proposed total is $4,688 lower if the subscription can be fully replaced for a comparable period. Confirm coverage, the annual renewal amount and any retained or incremental costs; the call figure is approximate, not a verified invoice.
The upside goes beyond replacing a data bill. Less system administration and manual follow-through create more selling capacity. Faster inbound activation, better preparation, consistent follow-ups and signal-led re-engagement create additional routes to pipeline. The Utila and Elastic Path results below demonstrate that potential—not a guaranteed Coremont outcome.
Timing matters. Alex said ZoomInfo had been extended through the end of 2026. Deploying Swan now allows Coremont to be live and in production, start seeing results and validate replacement coverage before that renewal date arrives. This is a future non-renewal opportunity, not an immediate refund of committed spend.
Source: updated pricing supplied October 9, 2026 (Option 2). The 90-day deployment scope supersedes the earlier 60-day plan. Payment timing, contract period, continuation terms and any infrastructure or additional consumption costs remain subject to the updated order form.
05 / Customer evidence
Proof of capability. Not a Coremont forecast.
Utila
Digital-asset infrastructure company using a shared GTM context layer across Sales, CS and Growth Marketing, with HubSpot in its stack.
$1.8MSwan-attributed pipeline in the first four months
3×Opportunity conversion versus its prior outbound efforts
Pre-event reply rates reached 27%, up from 10%. Swan also removed manual event-follow-up administration.
Why it matters here: evidence that shared account context can support personalized outreach and coordinated execution in a specialized financial-technology market.
Read the Utila case study ↗Elastic Path
B2B commerce company connecting signals and personalized outreach across Marketing, Sales and Customer Success, including re-engagement of closed-lost accounts.
+20%Pipeline generation in its first full quarter of Swan usage
90%Of outbound processes automated
Over 50% of closed-won deals were influenced by Swan signals and outreach. Influence is not the same as exclusively Swan-sourced revenue.
Why it matters here: evidence that automation can extend beyond net-new prospecting to relationship-aware re-engagement, without adding disconnected workflows.
Read the Elastic Path case study ↗Source: Swan-published customer case studies, reviewed October 9, 2026. Different markets, teams and baselines; these results are not independently audited here and are not projected onto Coremont. No Coremont pipeline, conversion or revenue lift has been assumed.
06 / Deployment & measurement
Live in 14 days. Owned by day 90.
The proposal targets an initial campaign live in two weeks and a documented, team-owned engine by day 90. Treat that as a deployment target after required access and security approval—not an unconditional guarantee.
Day 0–7 / FoundationSet the baseline
Confirm fund/persona fit, account ownership, integrations, approved messaging and security requirements. Establish spend, time and delivery baselines.
Day 7–14 / LaunchProve the first workflow
Port the existing skills, validate enrichment and launch a reviewed signal-based campaign. Verify HubSpot writes and stop rules.
Day 14–45 / IterateTest incremental value
Compare signals and outreach with the current system. Prioritize additional inbound and sales-execution agents from observed gaps, then iterate on the workflows with the team.
Day 45–90 / HandoffMake the engine team-owned
Train the team, document workflows and ownership, and review evidence against agreed criteria. Hand over the engine by day 90; confirm replacement coverage and renewal economics before removing a provider.
| What to prove | Evidence to collect | Decision it supports |
|---|
| Data replacement | Same target-fund/contact sample tested across both providers: coverage, accuracy, freshness and required intent. | Which subscription spend is genuinely removable. |
| Seller capacity | Alex's weekly system-maintenance time; rep draft handling and workflow-support time, before and during deployment. | Whether the engine returns usable selling time. |
| Signal quality | Qualified funds discovered, lead time, duplicate rate and appropriate persona/strategy match. | Whether Swan finds relevant opportunities earlier. |
| Execution & deliverability | Skill acceptance rate, suppression/stop tests, bounce rate, inbox placement where measurable, positive replies and qualified meetings. | Whether outreach is reliable and preserves the target market. |
| Commercial outcome | HubSpot-linked opportunities and signal attribution; distinguish sourced from influenced pipeline. | Whether early traction merits further investment. |
Agree numerical thresholds together before launch. Coremont's account values, win rates, sales cycle and current conversion baseline were not supplied. Do not set a borrowed meeting target or assume closed-won revenue within 90 days. Pipeline is upside to validate, not cash counted in the subscription case.
