The problem this solves
Clay bills Actions and Data Credits differently, and most overspend comes from workflow design, not plan tier.
Common situations
- Credit burn is much higher than expected.
- You suspect dead rows are being enriched.
- You want a cost model before choosing a plan tier.
Typical scope
- Usage audit by table and workflow
- Waterfall restructuring
- BYO API key economics
- Cost-per-usable-record baseline
Systems involved
Clay usage dashboards, provider billing, your CRM.
Deliverables
- Usage and cost audit
- Restructured waterfalls with measured savings
- Budget controls and monitoring
What we need from you
Recent usage data (exports of Settings → Usage), plan tier, workflow inventory.
Technical considerations
Savings claims should follow measurement, not precede it — the audit comes first.
How the request process works
- Submit the project form with your requirements (about 5 minutes).
- The CFE team reviews it and responds with scope and next steps.
- If there is a fit, you get a scoped proposal; if not, an honest referral to a better-fit resource.
Request this service
Describe your project — the form carries this service selection automatically.