Clay is the most powerful engine in modern outbound

Most teams use 10% of it. We build the other 90%

A Clay seat isn't a strategy. The value is in the build: enrichment waterfalls that fill the gaps one provider leaves, ICP scoring that ranks every account, signal triggers that fire workflows automatically, and native Claude AI columns that write personalization a human would be proud of. We're deep in the product: its integrations, its formulas, its edge cases. We hand you a running system, not a half-configured table.

WHY US

Anyone can buy a Clay seat. We know what to do with it

Clay sits half-configured in most companies - a few enrichment columns, no scoring, no automation, no triggers. The engine is there; the workflow isn't. We've built these systems end to end: multi-source enrichment, conditional logic, AI-driven research and personalization, and the integrations that push clean, scored, ready-to-send records straight into your sequencer.

Deep product expertise means we know which provider to call first, when to fall through to the next, how to write a Claude prompt that returns usable output every time, and how to wire a trigger so the right workflow fires the moment a signal appears.

🔒 app.clay.com/workspace

🌈 Clay

🏠 Home
🔍 Find leads

ORCHESTRATION

⚡ Signals
🚀 Ads Upgrade
🔁 Campaigns
👥 Claygents
∞ Functions
🔑 MCP Beta
⋮ Exports

🔍 Find leads

People & companies

✈ Import

CRM or CSV

📡 Campaign

Automate outreach

✨ Template

Pre-built flows

All files Recents Favorites
+ New

All Files

NAMEFAVCREATEDOPENEDOWNERACCESS
☰ Marketing Agencies – US, 11-50Apr 27, 2026Jun 2, 2026AK A. KovalEdit
☰ SaaS – Series A, US, Hiring DevsMay 18, 2026Jun 1, 2026SP S. PanasenkoEdit
☰ apollo-export – agenciesApr 29, 2026Jun 1, 2026AK A. KovalEdit
☰ Clay Starter TableMar 30, 2026Jun 1, 2026DM D. MelnykEdit
☰ Creative Agencies – US, 2-50May 28, 2026Jun 2, 2026AK A. KovalEdit
☰ Web Design Studios – US/UKMay 15, 2026Jun 2, 2026SP S. PanasenkoEdit
☰ Signal: New CTO – SaaSMay 14, 2026Jun 1, 2026DM D. MelnykEdit
☰ Shopify Plus Partners – USMay 21, 2026May 30, 2026AK A. KovalEdit

Each list is an ICP segment with its own enrichment, scoring, and signal logic – built and maintained inside the workspace, not bought as a template.

HOW WE WORK - LIVE ON TEST DATA

This is a Clay table we build, running

Input a list of companies. Watch the system enrich, detect signals, score against your ICP, write a personalized opener with Claude, and route each account - automatically, row by row.

Sample data shown. The same table runs on your real target list - enrichment, scoring, Claude personalization, and routing happen automatically as new rows land. Below-threshold accounts are filtered out before they ever reach a rep.

target_accounts.clay
4 rows · 7 columns · auto-refresh on
⌃ COMPANY INPUT 🏢 FIRMOGRAPHIC
CLAY
🧩 TECH STACK
BUILTWITH
⚡ SIGNAL
TRIGGER
✦ OPENER CLAUDE AI 📊 ICP
FORMULA
→ ROUTE
ACTION
NorthLoop B2B SaaS · 80 emp · US React · HubSpot · Segment Series A · $12M Congrats on the raise – scaling SDR headcount post-Series A usually breaks the manual outbound model first… 92 → HeyReach
Cobalt Systems IT Services · 140 emp · UK .NET · Salesforce New CTO (2 wks) Saw your new CTO joined from a product shop – first 90 days is usually when the GTM stack gets re-evaluated… 85 → AE route
Vertex Digital Mktg Agency · 35 emp · ES WordPress · GA4 Hiring 3 devs Three dev roles open at once usually means delivery is the bottleneck, not demand – white-label capacity might help… 78 → Nurture
Brightpath Labs Healthtech · 25 emp · US Webflow – no signal – below ICP threshold, skipped 41 ✖ Skip

SIGNATURE CAPABILITY

Enrichment waterfalls - one provider is never enough

No single data source covers every record. Clay's power is calling them in sequence - try the first, fall through to the next until you get a verified hit. We build the waterfall so your data is complete, not 60% full.

Only pay for the call that hits – fall through until verified

Work email?

needed

Provider A

no match ×

Provider B

no match ×

Provider C

verified ✓

Clean record

→ into CRM

THE CUSTOMIZATION LAYER

Personalized openers

Claude reads each account’s context – signal, tech stack, role – and writes an opener specific to that company, not a mail-merge token.

Classification & tagging

Claude reads a website or LinkedIn and classifies the account – segment, use case, ICP fit – far beyond what firmographic filters catch.

Research at scale

Summarize a company’s recent news, infer pain points, extract a relevant hook – research that would take an SDR ten minutes, done per row in seconds.

Native Claude integration - research and write at scale

Clay has Claude built in as an AI column. That's where the real customization lives: instead of static templates, every row gets reasoning. We write the prompts that turn raw enrichment into usable, on-brand output - reliably, on every record.

THE DIFFERENCE, SIDE BY SIDE

STATIC TEMPLATE

“Hi {first_name}, I came across {company} and wanted to reach out about how we help companies like yours…”

CLAUDE, FROM ACCOUNT CONTEXT

“Saw your new CTO joined from a product shop – the first 90 days is usually when the GTM stack gets re-evaluated. Worth a conversation before the tooling decisions get locked in?”


Signals fire workflows - automatically

THE TRIGGER SYSTEM

A static list goes stale. A trigger-driven table never does: when a signal appears, the row enriches, scores, personalizes, and routes itself - no one pressing a button.

One signal → a full enrich-score-personalize-route cycle, hands-off

⚡ Signal fires

funding · new role · hiring

Auto-enrich

waterfall runs

Score + Claude

ICP fit + opener

Route by score

sequence / AE / skip

Send

HeyReach

Done-for-you Clay workflows

WHAT WE BUILD

Enrichment Waterfalls

Multi-source waterfalls that fill the gaps one provider leaves – for accurate, complete, cost-efficient records.

ICP Scoring Tables

Automated scoring logic inside Clay that ranks every account so the best-fit ones go first.

Claude AI Columns

Prompt-engineered Claude columns for personalization, classification, and research that read like a human wrote them.

Triggers & Outbound Push

Signal triggers wired to the workflow, pushing clean, scored, personalized records straight to HeyReach or Reply.io.

HOW IT WORKS

From raw list to ready-to-send, in your stack

1

Design the tables – architect the Clay tables around your ICP, your data needs, and the signals that matter to you.

2

Build enrichment – set up the multi-source waterfalls so every record comes back complete and verified.

3

Add scoring & Claude – build the ICP scoring logic and the Claude AI columns for personalization and research.

4

Wire triggers & push – connect signals to the workflow and route the output straight into your sequencer – then document it and train your operator.

WHY IT MATTERS

The workflow is the product

Anyone can buy a Clay seat. The advantage comes from workflows that turn raw data into clean, scored, personalized outbound automatically – built once and run continuously, with Claude doing the research and writing that used to eat an SDR’s morning. That build is the difference between owning a tool and owning a system.

Got a Clay seat you're barely using?

Start with a Sales Audit. We'll review what you've built, show you the enrichment, scoring, Claude, and trigger workflows you're missing, and hand you a system that runs itself.

Our Recent Blog Posts

Welcome to our blog, where we explore the latest trends and tips on building sales systems for IT and SaaS.

Sales systems for IT and SaaS companies. Sales pros first, GTM engineers by design.

Industries

© 2026 Sales Planet. Sales systems for IT and SaaS companies.