Claire C.

Commented on Effective Segmentation Strategies Without Clear Fu...·Posted inDiscuss Anything

Thank you, helpful feedback. I am leaning towards testing title segmentation, we have seen success from this in the past.

Posted in Discuss Anything·

Claire C.

Effective Segmentation Strategies Without Clear Funnel Stages

How do you approach segmentation when your funnel stages aren’t clearly defined? We’re still maturing our account funnel model, and I’m trying to make sure our campaigns deliver the right message to the right audiences — even without clean stage definitions (awareness, consideration, etc.). For those who’ve been in this spot before:

How did you segment or prioritize accounts without a defined funnel?
What signals did you use to decide which message or offer to send?
Any frameworks that helped bridge the gap between data reality and messaging strategy?

Would love to hear how others have balanced audience relevance when the funnel map is still fuzzy.

3Comments

Commented on Building Effective Account Funnel Stages for ABM S...·Posted inDiscuss Anything

Claire C.

Willy H. We previously used 6Sense and their intent data to score contacts and accounts, but we no longer have the tool so the account funnel stage fields in salesforce are no longer active. As we transition to Clay + Warmly I am evaluating how to build out the new model and what improvements can be made.

Posted in Discuss Anything·

Claire C.

Building Effective Account Funnel Stages for ABM Success

Hey Clay community! 👋 I'm building out account funnel stages for our ABM motion and would love to learn from folks who've done this before. Context: I'm at a B2B SaaS company (Immuta - data provisioning) and we're implementing Clay alongside Warmly for intent data and Salesforce as our CRM. Goal is to map accounts through their buying journey (Example: Target → Aware → Engaged → Evaluating → Opportunity) and trigger the right campaigns at each stage. What I'm looking for:

How have you structured account scoring/staging in Clay? (Tables, formulas, enrichments)
What intent signals do you weight most heavily for stage progression?
How are you orchestrating stage transitions and triggering workflows?
Any Clay table templates or formula examples for account-level scoring?
How do you handle signal decay (accounts cooling off)?
Integration patterns between Clay → CRM for syncing stage data

I've seen some discussion about using Clay for lead scoring, but less on account-based funnel stage management. If you've built something like this or have documentation/frameworks you're willing to share, I'd be super grateful! Happy to share what I build back with the community once it's live. 🙏

8Comments

About

Country
My Company Website
Title