The problem this solves
Workspaces accrete: orphaned tables, duplicated enrichments, unknown writes to CRM, unbounded spend.
Common situations
- Nobody knows the full inventory of workflows.
- Costs feel out of control.
- You inherited a workspace from a previous team or agency.
Typical scope
- Full inventory: tables, workflows, providers, integrations
- Cost analysis by workflow
- CRM write risk review
- Prioritized findings and fixes
Systems involved
Clay workspace, usage data, CRM integration logs.
Deliverables
- Audit report with prioritized findings
- Cost breakdown by workflow
- Remediation roadmap
What we need from you
Workspace access (or exports), billing data, known pain points.
Technical considerations
An audit observes; it does not change anything. Fixes are separately scoped and approved.
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.