Services / Clay Consulting
Clay, built into a pipeline engine
Clay is the most powerful data tool in outbound, and most teams use a fraction of it. We build the enrichment, signal scoring, and AI personalization workflows that turn Clay from a spreadsheet into a running pipeline engine.
Book a GTM AssessmentThe Problem
Clay is powerful, and most teams barely use it
Clay can enrich any account, aggregate signals from dozens of sources, and personalize outreach with real context at scale. But it has a real learning curve, and most teams either never adopt it or build a single table and stall. The tool sits idle while outreach stays generic.
The value is not the tool, it is the workflows. Enrichment that keeps account records current, signal aggregation that flags in-market accounts, and AI personalization that reflects what is happening at each company right now. That takes design and maintenance, not just a login.
We build those workflows and connect them to your sequencing and CRM, so Clay actually produces pipeline instead of sitting unused.
How It Works
01
Week 1
Scope
We map the accounts and signals that actually predict a buying window for your product, and audit any existing Clay setup. Most teams are either not using Clay at all or using a fraction of what it can do. We define the workflows worth building first.
02
Week 2 to 3
Build
We build the Clay tables and workflows: enrichment across every account and contact, signal aggregation from intent, hiring, funding, and technology sources, and AI personalization that pulls real context into each message. The output is a system, not a one-off table.
03
Week 3 to 4
Connect
We wire Clay into the rest of the stack: sequencing in Smartlead and HeyReach, and sync into HubSpot so enriched context and signal scores land where your team already works. Signals in, personalized outreach out, results tracked in the CRM.
04
Ongoing
Tune
We refine which signals fire, how accounts are scored, and how personalization prompts perform against reply data. Clay becomes a compounding engine that gets sharper over time, instead of a static table nobody maintains.
What You Get
Ready to put Clay to work?
Book a GTM assessment. We will look at your outbound motion and show you the Clay workflows that would move the needle on pipeline.
Book a GTM Assessment