Stop manually wrangling account data across tools for every monthly or quarterly review. Automate the entire account review process in Clay.
Clay (Free): to automate account reviews using AI
Most customer experience leaders run regular account reviews: monthly or quarterly deep dives into the health and trajectory of strategic and enterprise accounts. These reviews are critical for driving renewals, identifying expansion opportunities, and preventing churn.
But too often, they rely on scattered spreadsheets, manual data pulls, and last-minute scrambles to piece together a clear picture of each customer.
That’s where Clay comes in.
This Claybook shows you how to automate account reviews using Clay, pulling in up-to-date data from CRMs, product usage tools, support systems, and more to generate a living, breathing snapshot of each account. Instead of chasing down context, your team gets a single view that includes:
How it works:
First, copy this template in Clay.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will walk you through each step of this Claybook.
You can import account data from anywhere: your CRM, a data warehouse, Gong, billing tools, support platforms (e.g. Intercom), or directly from Clay’s out-of-the-box enrichment. For example, we’re importing data from Salesforce, which stores most of our account information like subscription data, product usage stats, and Gong calls, and Snowflake.
Need help figuring out what data to import for your account reviews? Here’s some inspiration:
Just because you import it, doesn’t mean you need to use it. For example, in this table, we import loads of account data from our CRM and Snowflake, but we only use the following:
Decide which inputs you want to use in your account review and which you don’t. In the next step, you’ll feed those inputs into
Next, customize the account review AI prompt to fit your business and needs. Currently, it’s using the inputs mentioned above to report on the overall health of the account, identify risks and opportunities, and spotlight product use cases and feedback.
Start automating monthly and quarterly account reviews in Clay.
Simply copy this template, follow the steps above, and let Clay work its magic.
If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.
Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.