Andres Castelo

I've spent fifteen years in financial services: insurance, strategy consulting for bank C-suites and, most recently, a card issuer, where I ran the analytics behind executive decisions for 750,000+ cardholders. Now I build AI-native go-to-market systems with Clay and Claude, and have helped 10+ founders sharpen their GTM and prospecting. In this cohort I built outbound into Colombia's popular and microfinance banks. I'm open to strategy, growth and Andean expansion roles at fintechs and digital banks, remote or with relocation.

Work

Reviewed inside a cohort where it says so. Numbers are the student's.

Case study

Outbound Orchestration Foundations · Cohort 5

Outbound to Colombia's popular banks for Jelou.ai

Finds 10 popular and microfinance banks in Colombia, the CX and channel leaders inside them, and a dated reason to write. When Google News comes up empty, a Claygent reads the bank's own site and returns "none" if it can't verify a date and a source. What moved: the fallback verified initiatives at 3 of the 10 banks, including Mundo Mujer's WhatsApp outage, which made them my first account. Tradeo

Skill map

2 Clay use cases proven. Tap or hover one to see the proof and what it is built from.

Proof levelsCertified by ClayVerified workShared, in review

Phase 1

Crawl

Clean, scored data you can trust

1 proven

Phase 2

Walk

Automations that run without you

1 proven

Phase 3

Run

Signals and reps working the same system

0 proven

Data foundation

Reachable accounts and contacts, lower tool spend

Crawl

List buildingVerified

List buildingVerified

Proof on file

• DiplomaOutbound Orchestration Foundations Cohort 5 diplomaNov 2026

Building blocks6 of 6 proven

Sourcing

• Company search and TAM
• Contact search and buying committee

Logic

• Fit and intent scoring
• Suppression and exclusions
• Lists and audience segments

Activation

• CRM writeback

Grow pipeline

Outreach volume, reply rate and speed to lead

Walk

Automated outboundVerified

Automated outboundVerified

Proof on file

• DiplomaOutbound Orchestration Foundations Cohort 5 diplomaNov 2026

Building blocks9 of 9 proven

Sourcing

• Contact search and buying committee

Enrichment

• Contact enrichment
• AI research with Claygent

Logic

• ICP and campaign brief
• Suppression and exclusions
• Fit and intent scoring
• AI copywriting

Activation

• Outbound delivery

Operate

• Credit economics

Building blocks

12 proven. The Clay skills every use case is made of. Tap or hover a use case to see its recipe.

See all 12

Sourcing2Where records come from

Enrichment2What you learn about them

Logic5What you decide

Activation2Where the decision lands

Operate1Why it keeps working

Credentials

Issued by Clay. Anyone can verify the ID.

Outbound Orchestration Foundations Cohort 5 diplomaOutbound Foundations

Cohort completed, every submission graded

Nov 2026 · CC-DIP-3F35DD42Verify

0.31% of the Clay community hold this0.31%of the Clay community hold thisOut of 59,000 people