Design and implement comprehensive Clay-based automation workflows and playbooks—standardizing SDR and manager tasks, automating repetitive pipeline management, and embedding clear SOPs directly into your Clay workspace. Integrations include Slack (for task alerts) and your CRM for real-time data sync, reducing expert bottleneck and aligning GTM and sales teams.

Automate the contact/account research process with up-to-date, enriched prospect data surfaced directly in Clay, eliminating manual lookups and ensuring all reps leverage the same high-quality information. Integrates with LinkedIn and CRM for seamless data flow and pipeline hygiene.

Reduces manual research time by 80% (e.g., from 25 minutes to 5 minutes per contact), supporting higher-volume, higher-quality outbound while standardizing data for all team members—driving at least +20% increase in touchpoints and pipeline velocity.

Launch an internal enablement program using Clay templates, in-app guides, and regular Slack/Notion updates to bridge GTM engineering and sales knowledge gaps. Provides hands-on training and real-time support, ensuring all team members (not just the expert) can independently operate and optimize Clay-based campaigns.

Reduces onboarding and upskilling time for new SDRs/Managers from weeks to days, and ensures sustained autonomy. Assumes 50% faster ramp-up for new team members and a 30% decrease in operational errors due to misalignment—directly improving pipeline health and conversion rates.