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. 🙏
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