Clay (Free): to enrich people with wealth and income data
Before we begin
Most companies qualify prospects by job title and company. But does that really show who can buy your product? For higher-ticket or luxury purchases, wealth and income matter. Minerva (natively integrated in Clay) provides estimated wealth and income data so you can better qualify inbound and outbound leads.
Here are a few common use cases:
- Prosumer SaaS & Fintech tools
- The pain: Free signups flood in with no context, and only a fraction have true upgrade potential.
- The fix with Minerva: Resolve signups to employers and titles, then fast-track ICP fits into your sales-assisted or enterprise funnel.
- High-ticket consumer brands
- Examples: Luxury travel, high-end fitness/wellness, private education, wealth management.
- The pain: Inbound lists are full of Gmail signups, and CAC is too high to waste on unqualified buyers.
- The fix with Minerva: Link personal → professional to filter for households with discretionary income. Build wealth-tiered segments so you only chase customers who can actually buy.
- Education & training (B2C → B2B cross-sell)
- The pain: Applicants use personal emails, but fit depends on career stage, employer sponsorship, or disposable income.
- The fix with Minerva: Enrich leads with professional background and wealth signals. Price correctly, tailor offers by career tier, and surface corporate training opportunities.
How it works:
- Copy this template to your workspace
- Grab an identifier like name, email, phone, or Linkedin profile
- Use the “Enrich person wealth & income” action by Minerva
- Add the relevant columns to your table
Steps
Copy this template
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.
Step 2:
Input identifiers
Minerva’s endpoint works with name, email, phone, or LinkedIn URL. You can enrich with just one, but providing more details increases match rates. Once your identifiers get entered, the enrichment will run automatically.
Step 3
Retreive enriched records
Next, click the column and add fields to your table, such as:
- Estimated income flag
- High earner ($250k–$500k)
- Very high earner ($500k–$1M)
- Ultra high earner ($1M+)
- Estimated wealth flag
- High net worth ($2M–$5M)
- Very high net worth ($5M–$20M)
- Ultra high net worth ($20M+)
- Facebook URL
- Professional email
- Personal email(s)
Step 4:
Make it your own
Last, get creative!
You can further enrich the profile (using Minerva’s “Enrich person wealth & income”) to get professional background, contact info, and more. You can connect the table to your inbound lead form to enrich every net-new lead. Or you can layer in any of Clay’s enrichments—firmographics, technographics, hiring signals, news, social profiles, intent data, and more—to build the exact view you need.
Copy the template
Start segmenting prospects based on wealth and income.
Simply copy this template, follow the steps above, and let Clay work its magic.
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