Conduct a comprehensive audit of your current sales processes, digital tools, and lead handoff workflows to design an automation roadmap. This includes mapping all lead sources, identifying bottlenecks in nurturing and handoff, and recommending automations tailored to your creative/media tech stack.

Implement an automated system that consolidates and enriches contact/account data from all creative, media, and digital channels, ensuring your CRM remains a single source of truth. The system harmonizes fragmented data streams for cleaner forecasting and improved pipeline hygiene.

Improves forecast accuracy by 20–30% and reduces manual data wrangling by 50%. This enables faster, more informed sales decisions and increases the reliability of your revenue projections—crucial for a multi-channel agency serving diverse clients.

Deliver hands-on Clay team training combined with the rollout of an AI-powered, multi-channel lead nurturing sequence. This system ensures every inbound and outbound lead receives timely, personalized nurture and is automatically routed for sales follow-up.

Accelerates ramp-up for GTM automation adoption and reduces missed opportunities from manual follow-up. Expect a 15–25% lift in lead-to-meeting conversion rates and significant time savings (3–5 hours/week per sales rep) as nurture and handoff become hands-free.