Make Clay work for your business.
Practical guides, troubleshooting resources, cost optimization tools, and implementation assistance for teams using Clay.
What do you need right now?
I'm planning or implementing Clay
Architecture decisions, planning checklists, and a project brief generator.
I need to fix a Clay problem
The Troubleshooting Clinic: what's going wrong and what to do next, by symptom.
I want to optimize cost & performance
Model Actions and Data Credits, compare scenarios, find the waste.
I need expert implementation assistance
Explore Clay services and submit your project for review by the CFE team.
Tools that do real work
Clay Project Planner
Answer guided questions, get a preliminary project brief with architecture, phases, risks and acceptance criteria. No email required to see the result.
Cost & Usage Calculator
Model Actions and Data Credits separately, including waterfall fallbacks, BYO API keys and plan tiers.
Troubleshooting Clinic
Guided diagnostics for enrichment failures, credit spikes, CRM sync errors and more — with fixes and cautions.
How working with us goes
1. Describe the project
Submit what you need — service, outcome, tools, timing. Takes a few minutes; the form asks only what matters.
2. Get a scoped response
The CFE team reviews your submission and responds with scope, approach, and next steps. You keep all tool outputs regardless.
3. Decide with evidence
Work is delivered with documentation and test evidence — built to hand off, not to create dependency.
Latest from the resource hub
Getting started
What Clay actually does (and what it does not)
A plain-language explanation of Clay as an enrichment and GTM orchestration platform, and where it fits in a revenue stack.
Getting started
When to use Clay — and when not to
Honest criteria for when a Clay implementation pays off, and cheaper alternatives when it does not.
Getting started
How to plan a Clay implementation
The decisions to make before building: scope, source of truth, dedupe keys, write rules, success criteria.
Getting started
Building your first production workflow
A step-by-step pattern for the first Clay workflow that survives contact with production.