Clay Playbook

We design, build, and hand off Clay-powered growth systems that turn signals into pipeline—using plug-and-play modules sculpted for your company so you can swap data sources, scale to new markets, and run everything in-house without breaking the system. We’ve delivered Clay projects for 30+ clients, from pre-seed startups to enterprise-scale organisations doing ~$500M revenue.

How we build (modular by design)

Every workflow is assembled from interchangeable blocks:

1. Company search (source blocks): LinkedIn, Google Maps, directories, or your uploads
2. Account ICP & segmentation: rules + LLM checks to select and segment accounts
3. Account enrichment: firmographics, tech, hiring, funding, intent, scoring
4. Contact discovery: from their website, LinkedIn, google and other data sources
5. Contact enrichment: email/phone validation, social, location
6. Orchestration: CRM mapping → personalise outreach and send to sequencers/dialers → triggers

Want a new source later? Add a source block (e.g., layer Google Maps alongside LinkedIn) and keep the downstream blocks unchanged. That’s the point of modular Clay—fast changes, lower effort, consistent outputs.

Systems we deliver

• Market mapping & list building: multi-source inputs with quality checks and deduping → CRM-ready outputs
• Inbound routing: capture → score → assign → notify
• CRM enrichment & cleanup: HubSpot/Salesforce hygiene and normalisation
• Signal → Outbound: detect buying triggers and power relevant, human-quality outreach

Handoff, SOPs & training

We complete the system setup, document everything with SOPs & templates, and (if you’d like) deliver live team training led by Joel—so your operators can extend the system themselves (e.g., spin up a fresh list for a new vertical).

Engagement model

Scope → design → implementation → enable. Most teams complete the initial build and see results within a 3-month engagement, with optional retainers for iteration and additional modules.

Ready to build your GTM on modular Clay? Let’s talk.