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Clay

You have Clay tables. Which of them move revenue?

Clay is strong at enrichment and research. It goes wrong when it becomes the place your GTM data lives. We make it feed everything else, for plays that have earned it.

Book a call30 min · no prep needed

What you're after

01

Coverage that converts

The right contacts and numbers for your actual account list, with providers tested on it first.

02

Research reused everywhere

The work behind a good list also feeds your CRM, your agents and your reporting.

03

Credits that pay back

Every column changes who gets worked or what they hear, or it gets turned off.

Why Clay setups stall

The usual setup
  • Tables multiply, and nobody knows which one is current
  • One data provider assumed best, credits spent everywhere
  • Research stuck inside Clay, measured in meetings booked
How we build it
  • Clay as a step in a pipeline, not a destination
  • Providers tested side by side on your own accounts
  • Results land in your warehouse and CRM, read against a comparison

Illustrative: one Clay credit audit

Illustrative. Companies, people and numbers are fictional. Northwind sells route-planning software to logistics companies, and its Clay workspace spends 18,000 credits a month.

Clay tableCredits a monthWhat it feedsDecision
New VP Operations alert2,400The peak-season play. 3.1× the baseline meeting rate on past deals, and it held on unseen accountsKeep in Clay
Phone waterfall, 4 providers3,300Dialer coverage for the same playKeep. Drop the provider that adds the fewest new numbers
Account history lookups2,900Fields the CRM already holds, pulled againMove to the warehouse and read them there
Fleet-size research prompt2,100Account tiering, rerun every week on every accountMove to a smaller model on warehouse rows, run monthly
Third-party intent surge5,600Nothing. 1.1× on past deals, and it failed on unseen accountsStop the run
Tech-stack lookup1,700A column no play readsStop the run

The rule behind each decision

A table stays in Clay when it changes who gets worked or what they hear, and nothing cheaper gives the same answer. Lookups your CRM or warehouse already holds move to the warehouse. Repeated classification moves to a smaller model. Anything no play reads stops.

In this audit, Northwind's Clay spend falls from 18,000 to 5,700 credits a month before the weakest phone provider comes out, and the play that reaches buyers keeps every column it uses.

Where Clay fits in each step

  1. Step 011

    Connect your data

    Clay's enrichment and research land in your warehouse next to CRM, sequencer, dialer and call data. The warehouse is the record, and Clay is a research step.

  2. Step 022

    Prioritize by revenue impact

    Quick Clay pulls test a segment or signal before anything ships. Signals are back-tested on past deals and on accounts the analysis never saw.

  3. Step 033

    Ship into the tools your team uses

    Once the play works by hand, a Clay workflow takes over the steps that earned it and feeds drafts to your sequencer and dialer for approval.

  4. Step 044

    Keep improving

    We rerun the audit whenever a play changes, so a table that stopped changing who gets worked stops spending credits.

Where to start

GTM AI Bootcamp

In a bootcamp we find your costliest buyer decision first, then decide which Clay tables the play needs and which can stop.

Before you book

We already build in Clay. What would you change?

We'd start with an audit like the one above, then read the play those tables feed against comparison accounts. What we add for in-house builders.

We have an agency's Clay setup. Do we start over?

Rarely. We keep what feeds a working play, connect it to your warehouse, and turn off what doesn't.

Is Clay your system of record?

No. That's your CRM and your warehouse. Clay does research and enrichment that lands in both.

Do you have a relationship with Clay?

We use Clay in client work and buy credits we bill through at cost. If we join any vendor's partner program, we'll say so on this page. How we recommend tools.

Where's your line stuck?

Find out which tables earn their credits

Bring your Clay workspace and the number you answer for. We'll walk the audit with you in 30 minutes.

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