How the engagement runs
- Initial consultation. A short discussion about your existing Clay environment, GTM systems, goals, current limitations and deployment complexity. This is exploratory — it establishes fit and scope.
- Assessment scope. If there is a fit, we agree the scope: which systems, workflows, integrations and governance areas the assessment covers.
- The assessment. We review the selected environment: workspace, CRM integration, enrichment stack, workflows, signals, credit consumption, permissions, reporting and operational processes.
- Architecture Blueprint. You receive the Enterprise Clay Architecture Blueprint — findings, recommended architecture and a prioritized implementation roadmap.
The consultation is free. The assessment is a fixed-scope paid engagement — you know the scope and the deliverable before it starts. Where the findings justify a larger implementation, the assessment becomes its foundation.
What it evaluates
- Current Clay workspace — structure, tables, workflows, users, environments
- CRM integration — Salesforce or HubSpot writes, field mapping, deduplication, audit trails
- Integrations — providers, warehouse connections, webhooks, API key management
- Enrichment stack — provider hierarchy, waterfalls, credit consumption, cost per enriched record
- Existing workflows — inventory, ownership, documentation, testing, failure behavior
- Signals — what you capture, how it is qualified and routed
- Permissions and access — roles, admins, builders, environment separation
- Reporting — measurement, attribution inputs, data quality behind reports
- Operational processes — error handling, monitoring, incident response
Start with the free consultation
Submit the assessment request — include your current usage and pain points.