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Covert Revenue
Clay Partner

Supercharge Your Outbound with Clay Automation

Stop wasting SDR time on manual research. We build sophisticated Clay workflows that enrich leads, score accounts, and personalize outreach at scale.

What is Clay? (And why you need it)

Modern outbound requires deep personalization, but manual research is too slow. Clay is the ultimate growth engineering platform that combines 50+ data providers, live web scraping, and AI into one seamless workflow.

Instead of relying on a single, expensive data provider with incomplete coverage, we use Clay to build "waterfalls." If the first provider doesn't have the verified email or mobile number, Clay automatically checks the second, then the third. The result? Unprecedented data coverage, deep account insights, and AI-generated personalization that actually sounds human.

High-Impact Use Cases

How we leverage Clay to transform your outbound motion.

Automated Lead Enrichment

Stop relying on incomplete data. We configure Clay to waterfall across 50+ data providers to find verified emails, mobile numbers, and deep firmographic data that a single provider would miss.

Dynamic ICP Scoring

Build sophisticated scoring models that evaluate accounts based on tech stack, recent funding, hiring velocity, and exact job title matches to ensure your team only spends time on highly qualified accounts.

Automated Account Research

Scrape company websites, read recent news articles, and summarize key initiatives automatically. Give your SDRs the exact context they need to write highly personalized outreach at scale.

Personalized Outbound Workflows

Generate highly specific, personalized email copy using AI within Clay based on the enriched data points. Create messaging that sounds human but scales infinitely.

What's Included in Our Clay Setup

We don't just hand you a tool; we build a fully integrated outbound engine. Perfect for VC-backed startups (Seed to Series B) looking to scale revenue efficiently.

  • Custom Clay workspace architecture and setup
  • Advanced data enrichment waterfall design
  • AI prompt engineering for personalized messaging
  • Seamless two-way sync with HubSpot or Salesforce
  • Automated list building and lead scoring models
  • Comprehensive team training and documentation

Example Workflow: The "Job Change" Play

  1. 1. Trigger: Clay detects a former champion has moved to a new target account.
  2. 2. Enrich: Automatically finds their new verified work email and mobile number.
  3. 3. Research: Scrapes the new company's website to understand their current initiatives.
  4. 4. Personalize: AI drafts an email referencing their past relationship and new role.
  5. 5. Execute: Syncs to HubSpot and automatically enrolls them in a specific sequence.

Our Implementation Process

A structured approach to building your automated outbound engine.

01

Discovery & Strategy

We analyze your Ideal Customer Profile (ICP), current data sources, and outbound strategy to design the perfect data enrichment waterfall.

02

Workflow Architecture

We build custom Clay tables, integrating multiple data providers, web scrapers, and AI prompts to extract the exact insights your sales team needs.

03

CRM Integration

We seamlessly connect Clay to your HubSpot or Salesforce instance, ensuring enriched data flows directly to the right fields without manual data entry.

04

Training & Handoff

We train your RevOps and Sales teams on how to manage the workflows, adjust prompts, and maximize the ROI of your new automated outbound engine.

Frequently Asked Questions

What is Clay and why do I need it?+
Clay is a powerful data enrichment and automation platform that combines 50+ data providers, web scraping, and AI into a single spreadsheet-like interface. Instead of buying expensive subscriptions to ZoomInfo, Apollo, and Clearbit separately, Clay allows you to 'waterfall' through these providers, only paying when data is found. It's essential for modern outbound teams who want to personalize at scale.
How is this different from just using Apollo or ZoomInfo?+
Single data providers often have gaps in their coverage. ZoomInfo might have great enterprise data but lack early-stage startup info. Apollo might have good emails but poor mobile numbers. Clay lets you query multiple providers sequentially. If Provider A doesn't have the email, it checks Provider B, then C. This results in significantly higher match rates and better data quality.
Do you integrate Clay with our existing CRM?+
Yes. A core part of our service is ensuring the data generated in Clay seamlessly syncs to HubSpot or Salesforce. We build robust integrations that update records, create new contacts, and trigger outbound sequences automatically based on the enriched data.
Can Clay help us write personalized emails?+
Absolutely. We use Clay's native AI integration to read the enriched data points (like recent company news, specific technologies used, or job descriptions) and generate highly personalized email snippets. Your SDRs can then review and send these, drastically reducing research time.
Do we need to buy our own Clay subscription?+
Yes, you will need your own Clay workspace. As a certified Clay partner, we can help you select the right tier for your volume and ensure your workspace is set up correctly from day one.

Ready to automate your outbound research?

Let's discuss how Clay can scale your personalized outreach and improve your data quality.