Service Pillar

Enterprise Clay Implementation

Production-grade Clay systems — architected, built and handed over like infrastructure, not like experiments.

How delivery works

  • Blueprint first. From an Enterprise Clay Assessment or a condensed architecture review — no production build before the system is designed.
  • Production standards from day one. Naming conventions, documentation, testing, environment separation and rollback are part of the build, not an afterthought.
  • CRM-safe writes. Validation, normalization and deduplication before anything touches Salesforce or HubSpot.
  • Cost-controlled by design. Provider hierarchies, waterfalls and credit budgets engineered into every workflow.
  • Operated, not abandoned. Monitoring, error handling and incident response for the systems we ship.

What we build

Enrichment systems

CRM enrichment, account intelligence and enrichment waterfalls with source-of-truth rules.

Scoring & qualification

ICP and account scoring, inbound qualification — versioned, documented, CRM-synced.

Signals & routing

Buying-signal capture, qualification and routing to owners with SLAs.

Outbound & activation

Outbound workflows and sales-engagement handoff under governance.

AI research

Structured account and contact research with auditable prompts and QA sampling.

Integrations

Salesforce, HubSpot, warehouse and downstream activation integrations.

Projects, not gigs

We work on enterprise Clay deployments: architecture, implementation, integration, governance and ongoing GTM engineering. The minimum problem we engage on is "our organization needs to operationalize Clay" — not a single table, campaign or lead list. Engagements typically begin with an Enterprise Clay Assessment, proceed to architecture and implementation, and continue as ongoing GTM engineering where the roadmap demands it.

  • Assessment → Architecture Blueprint
  • Implementation program: architecture → build → handoff
  • Governance and audit engagements for existing deployments
  • Ongoing GTM engineering retainers

Enablement and handoff

Every implementation ends with your team operating the system. Enablement is engineered into the engagement: administrator, builder and GTM engineer tracks matched to real responsibilities; SOPs, workflow documentation and templates your team actually maintains; architecture and workflow reviews; standing office hours through transition. The test we apply at handoff is simple — can your team change a workflow, on-board a new builder and debug a failure without us.

Handoff includes

  • Role-based training sessions (admin, builder, GTM engineer)
  • SOPs and workflow documentation
  • Templates for recurring workflow patterns
  • Architecture and workflow review cadence
  • Office hours during the transition window

Request an Enterprise Clay Assessment

Build it properly the first time

An implementation engagement starts with an architecture your team can stand behind.

Request an Enterprise Clay Assessment