● Certified Enterprise Clay Partner · 40+ companies

Clay for modern revenue teams: the workflow & data layer you own

Revenanas is a revenue engineering agency. We work with revenue teams to fix their data, build the workflows that drive efficiency, and put AI to work.

Over the last year and a half, Clay has become an essential part of the revenue operations stack — it's where you get your data, where you orchestrate it, and where you own the outcome. Here's the argument for why.

data in → Clay → action out
Your sources
CRM · web · signals · enrichment
Clay
the connective layer
AI workflows
enrich · read · draft
Action
CRM · Slack · sequence
01 · Why it runs GTM

Why Clay runs modern RevOps and GTM

Not long ago, good data meant juggling six contracts, a stack of tools that didn't talk, and a spreadsheet nobody trusted. Clay replaced that. It's now the single place revenue teams both host their workflows and get their data — one canvas where enrichment, scoring, and routing live next to the records they act on. New to it? Start with what Clay is.

For RevOps

One version of good

Connect every tool and agree on what good data looks like. Dead and duplicate records caught before a rep sees them, one fit-and-intent score on every account — a single source of truth the whole stack inherits.

For GTM

Creative, at scale

Run the unscalable, hand-crafted play at scale. Research a thousand accounts the way you used to research ten — then fire personalised, signal-timed outreach off what you find.

02 · The AI workflow layer

Clay + AI: the workflow layer

Every team wants to bring AI into their revenue work. Most can't — they don't have the tool to do it, or a scalable way to run it with governance across models, across prompts, and reusable from one use-case to the next.

Clay is where that changes. You get access to every major model in one place, run on your own keys and credits, and test without signing a new contract for each one. And because everything is workflow-based — built left to right — you can see exactly what each AI prompt produces, then layer the next one on top. That's also where governance lives: shared prompts the whole team can reuse, agreed by RevOps, with credit limits per workflow. It's how a clever one-person prompt becomes a standard the whole revenue team runs on.

clay · acme-corp — enrichment runLIVE
09:41enrichdomain → careers page + latest funding pulled onto the rowData
09:52claygent"Scaling outbound? Which tools do they run?"AI
09:52→ reads"Yes — hiring 2 SDRs · stack names HubSpot + Outreach"AI
11:08branchqualifies → continue · 2,000 of 50,000 rows survive the filterLogic
13:27drafttwo-line opener refs the roles + the HubSpot–Outreach gapAI
13:27syncwritten back to HubSpot, dropped into the sequence — no copy-pasteAction
Workflows you can read, left to right — you see exactly what every AI step produces, then layer the next one on top.
Your keys, your credits, every model — test and compare without signing a new contract for each one.
Governance built in — shared prompts agreed by RevOps, with credit limits per workflow, so one person's use-case becomes the team's standard.
03 · The build method

How to run a Clay build: the use-case method

Most failed Clay builds start from the tool — a blank table, every field enriched, value that never arrives. We start from a job to be done, build it as a workflow on good data, then layer AI on top.

1

Start from a job to be done

Take a real job someone does every week — route this lead, research this account, score this list. Not "what can Clay do," but "what job are we trying to finish."

2

Build it as a workflow on good data

Define what good data looks like for that job and build only the enrichment it needs. Scope the data to the decision, and credits track value instead of curiosity.

3

Layer AI on top

With clean, scoped data underneath, Claygent and AI columns do the reasoning — qualify, summarise, draft — on a foundation you trust.

The enterprise method — the big-team build

Large organisations start one step earlier — with the business case. Enrichment is both critical and expensive, so use-case one is almost always the same: replace the stack of separate provider contracts with Clay.

1

Kill the contracts

Consolidate enrichment into one waterfall — email coverage from ~60% to ~90%, phone numbers from ~40% to 60–70%, on your terms. That's the business case that gets Clay in the door.

2

Work back from the job

Once the tool is in, define each team's job to be done and build the workflow backwards from it — entering a new market or a new product category, finding the right people, setting the foundation to go to market.

3

Govern it at scale

Enterprise gives you token-usage control, AI controls, and DPAs with the data partners — the governance a large revenue org needs to run all of this safely.

04 · Clay by function

Clay by function: four builds, one connective layer

The same Clay workspace serves four very different teams. What changes is the job at the centre of each build — and the shape is always the same: enrich the data the job needs, then layer AI on top.

01 · Sales

Clay for sales

Your reps walk into calls cold. Clay assembles the pre-call context — who's on the call, recent news, the account's history — writes it to the CRM and Slack-messages the rep five minutes before the meeting starts.

+30%more of every rep's week on live calls — prep runs itself
Upcoming call
Enrich account + attendees
Claygent pre-call brief
CRM + Slack, 5 min before
02 · GTM

Clay for GTM

Turn every win into the next one. The moment a deal closes, Clay finds lookalike accounts, researches and qualifies them, and finds the contacts — then hands a ready-made list straight to an SDR.

1 win→ a researched, qualified lookalike list, handed to an SDR
Deal closed-won
Find lookalike accounts
AI research + qualify
Contacts → SDR
03 · Marketing

Clay for marketing

Stop letting your best buyers vanish into form-fills. Inbound hits a Clay webhook, gets enriched and de-anonymised, then routed — enterprise to a rep, SMB to nurture — while AI scores fit and drafts the first touch per segment.

18enterprise deals found in free-tier signups
Inbound
Enrich + de-anon
AI score & draft
Route: rep / nurture
04 · RevOps

Clay for RevOps

A weekly scheduled job that does the account manager's prep for them. Clay pulls product usage, recent calls and account news, then Claygent compiles an account-manager brief for every account — ready before the week starts.

5 hrs/wkof manual prep saved, per account manager
Churn ↓risk surfaced before the renewal call
Weekly schedule
Pull usage + calls + news
Claygent AM brief
To the account manager
05 · Our method

The moat is already in your data

We believe every company is sitting on a moat it rarely uses: its own data. The knowledge from every current customer, everything you've learned about the market you operate in. The advantage isn't more data — it's orchestrating the data you already have, and getting it connected.

Done right, you can answer the questions that actually drive go-to-market: what are your customers doing with your product, how are they benefiting, what's improving? Add signals on top and you have a live picture no competitor can buy. But none of it holds on a messy foundation — so we build it in three steps.

1

Build a clean foundation

Fix the data first. Trusted, de-duplicated, standardised — the version of good everything else depends on.

2

Unify into true account context

Tie first-, second- and third-party data into one account record — product usage, buying committee, signals — all in context.

3

Automate the jobs to be done

Then, and only then, automate the real jobs — via workflows and AI — on a foundation your team actually trusts.

40+
companies we've built this across
40→80%
contact coverage via waterfall (Clay × OpenAI)
90%
less manual data-cleaning, rebuilt foundation
Certified
enterprise Clay partner — we build it, you own it

That's the system we build with Clay — and you own it when we leave.

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