The exact offering

Here's exactly how we help.

"How We Fix It" shows you the shape of the problem. This is the next layer down: the specific engagements we run most often, how they're scoped and priced, and what a working relationship with us actually looks like from kickoff to handoff. Clay shows up where it's the right engine for the job - it's never the whole answer.
Use Cases Engagement Models How We Work Get Started
Clay Studio Solutions Partner 2026
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The problems we get called in for, most.

We'll help identify and prioritize the highest-impact use case for your business first, then build from there. These are the engagements that come up most often across Data, Systems, and Campaign GTM.

01

Audit: As-Is to Could-Be

Before you buy or build anything, we map what's actually running today across your data, systems, and campaigns, and contrast it with what's realistically possible. That baseline is what turns every use case below into a scoped decision, not a guess.

02

CRM Hygiene & Continuous Enrichment

Deduplicate records, enrich missing fields, and match leads to accounts so your CRM and MAP - Salesforce, HubSpot, or otherwise - stay clean without manual upkeep. Runs continuously in the background on Clay-powered waterfall enrichment, governed by rules your ops team controls.

03

Unified GTM Data Architecture

Connect CRM, MAP, and intent signals into one coherent view of the buying group, so sales and marketing work from the same picture of where the opportunity actually is.

04

AI-Powered Account & Contact Research at Scale

Research agents read websites, monitor LinkedIn, and track news for signals that match your ICP, then push structured briefs straight to reps in Salesforce or Slack.

05

Operating Model & Governance Design

Define who owns provenance, infrastructure, workflow, and consumption across legal, IT, ops, and sales - before a single workflow gets built, not after spend runs away.

06

Systems Integration, Not Replacement

Wire new enrichment, research, and AI layers into the CRM and MAP you already run. No rip-and-replace, no sixth disconnected system to maintain.

07

GTM Activation & Trigger-Based Campaigns

Turn account signals - funding, executive hires, tech-stack changes, conversation intelligence, product usage - into workflows that move automatically the moment they line up, with campaign architecture built around triggers instead of themes.

08

Buying-Committee Messaging

Engagement sequences that speak to each stakeholder individually, even when a single account-level signal is what triggered the whole motion.

09

Custom AI Fabric Workflows

Purpose-built automations that connect legacy data, enrichment, and AI research into infrastructure you already run - for the cases off-the-shelf tooling doesn't cover.

How engagements are scoped

Rightsized to your ambition level and budget.

These aren't software tiers - they're consulting engagements sized to how complex your organization already is: how many systems are in play, how many teams and regions have to align, and how much of that is already governed. Most clients start at 01 or 02 and expand scope as more of the org comes on board.

01

Diagnostic & First Fix

Prove the model on one use case, fast.

Complexity
Company / team size
Time to market
Best for
A single GTM team on one CRM/MAP, validating the approach before committing further. Typically a focused mid-market company, one region, one owner who can decide.
Includes
One priority use case (Data, Systems, or Campaign), governance groundwork, team enablement.
Average engagement
6-8 weeks
Engagement type
Fixed Price SOW
02

Fabric Rollout

Operationalize across two to three use cases and teams.

Complexity
Company / team size
Time to market
Best for
Multiple GTM teams sharing one core stack, or a company operating across a couple of regions. Upper mid-market to smaller enterprise, ready to move past a single pilot.
Includes
2-3 use cases, cross-team governance, phased stakeholder rollout.
Average engagement
3-4 months
Engagement type
Fixed Price or Time & Materials SOW
03

GTM Center of Excellence

A standing operating model across the full revenue org.

Complexity
Company / team size
Time to market
Best for
Enterprise organizations running GTM data, systems, and campaigns across multiple business units, regions, or a fragmented legacy stack - where no single stakeholder owns the whole picture yet.
Includes
Strategic roadmap, phased multi-team rollout, change management, ongoing optimization.
Average engagement
6+ months, ongoing
Engagement type
Time & Materials SOW
Prefer we run it, day to day?

Managed Service

We run the fabric on your behalf - no matter which complexity level you're at.

01-03 are how we build it with you. Managed Service is us running it for you afterward - monitoring enrichment spend, maintaining governance, and adjusting activation logic as your ICP and stack evolve. It sits underneath any of the three tiers above: a Diagnostic-sized fix and a full Center of Excellence can both be handed to us to operate, at the scope each one needs.

Best for
Teams who want the outcome without owning day-to-day operation, at any complexity level.
Includes
Ongoing monitoring, governance upkeep, workflow updates as your ICP or stack changes, regular reporting.
Engagement type
Managed Service Retainer
How we work

A transparent process, so you know exactly where things stand.

Before anything gets built, we map the outcome and work backward into the architecture required. Nothing ships without a review, and you keep the keys when we're done.

01

Discovery & Architecture

We map the outcome you need and work backward into the systems, data, and workflow required, before any build begins.

02

Review, Build & QA

Architecture is reviewed and signed off before build starts. QA and UAT happen before anything goes live in your systems.

03

Structured Handoff

Documentation, recorded walkthroughs, and live enablement sessions, so your team can run it without us in the room.

04

Ownership Stays With You

You keep full ownership of every workflow, table, and integration we build, with a defined hypercare period after launch.

Ready to see it applied to your stack

Tell us which use case looks like your problem. We'll scope the rest.

If one of the use cases above sounds like Monday morning, that's the conversation we're built to have.
Talk to a GTM consultant