You have Clay
Now what?

Clay can do almost anything, which is exactly the problem for most teams. I cut through it. We figure out what to build first, where the quick wins are, and how Clay fits into the stack you already run with as little friction as possible.

You work with the founder, start to finish. Not an agency.

The Gap

What makes Clay better for you?

Clay does everything, and that is the hard part. Standard onboarding gets you set up, but there are so many features that plenty of them will never apply to your company. Let's get Clay working the way your team works.

  • Powerful, but not for everyone

    Clay rewards people who like building things. For a rep who does not, the learning curve is steep enough that they quietly stop opening it.

  • Handing out access feels risky

    Give everyone a seat and you risk broken tables, messy workflows, and spend nobody is watching. Lock it down and all the value sits with one person.

  • Credits going out the door

    Runs firing on the wrong records, enrichment you already paid for once, waterfalls stacked deeper than they need to be. The bill climbs and nobody can point at why.

  • Your team is scratching the surface

    You are using a fraction of what you pay for, because nobody has been taught the rest of it or written down how any of it works.

Deliverables

What should I build in Clay?

Here are some examples of what's possible that you may not be doing yet.

Enrichment straight into your CRM

A direct connection to Salesforce or HubSpot, so enriching an account or a contact is one button. No export, no run, no re-import.

An inbound form that only asks for an email

Stop making prospects fill out eleven fields before they can talk to you. Ask for the email and let Clay go find the rest of what you actually care about.

Handoffs your reps can actually use

The information a seller needs before a first call, gathered and pushed into your CRM, so they walk into discovery already knowing who they are talking to.

A CRM that stays current on its own

Your data does not have to be static. Contacts and accounts refresh with what is true today, not what was true the quarter you imported them.

Who It's For

This is for you if...

  • You bought Clay and you do not know where to start
  • Your Clay credit spend is climbing and you are not sure why
  • You want Clay embedded into the way your team really works
  • You need someone to build it, teach your team, and write it down
Ready When You Are

Let's get Clay working the way you expect

Tell me how your team works and what you want Clay to do. I will map the quick wins and what it takes to get there.