rmestas

I’m curious how GTM agencies typically handle Clay access and credit costs for client work. Do most agencies have clients subscribe to Clay directly and grant the agency access to their workspace? That seems like the cleanest model: the client owns and pays for Clay credits/data providers, while the agency separately charges for strategy, list building, enrichment, and workflow management. Or do agencies usually run work inside their own Clay account and build credit usage into their pricing? If you operate an agency or hire one, I’d also be interested in seeing real-world pricing structures—monthly retainers, per-record pricing, setup fees, usage allowances, or other models that have worked well.

For anyone working with outbound clients, what types of reporting do you provide to show the work completed during a data/enrichment workflow? For example: records processed, records cleaned, duplicates/suppression removed, companies scored, contacts enriched, emails found/validated, campaign segments created, etc. Also curious what tools you use to generate those reports — Clay exports, Google Sheets/Excel pivots, Looker Studio, CRM dashboards, PDFs, or something else?

Hey, I have a basic question. What’s the typical Clay workflow for taking a company-level table that returns multiple contacts/employees, expanding those contacts into a separate contact-level table, enriching/scoring those people individually, and then pushing the cleaned contact records back to a CRM while preserving the company/account relationship? I’m especially trying to understand best practices for handling one-to-many company/contact relationships, avoiding duplicate accounts, and mapping enriched contact fields back into HubSpot/Salesforce or a sequencer.

Hey everyone — I’m new to Clay and working on a “Data Health Test” for outbound lead gen prospects. The idea is to take a small sample of 50–100 CRM or prospect records and run them through Clay to show where their campaign data can be improved before launch — things like missing fields, risky/unverified emails, outdated contacts, weak segmentation, enrichment opportunities, etc. Has anyone built a simple way to present the “before vs. after” impact from Clay in a prospect-friendly report or dashboard? I’m especially interested in showing the value visually with summary tables, charts, or an impact report that makes the improvement easy for a non-technical agency owner to understand. Would love to hear how others are presenting this kind of diagnostic.