Maximizing Inbound Lead Management with Clay: Strategies for Success

Most people think Clay is for outbound... But the killer use case is probably Inbound and lead management. Yeah, it seems crazy but I recently had a conversation with different people in the Clay team and we all seem to agree on 1 thing. For small-medium companies outbound makes a lot of sense. With Clay, you have the superpower of making crazy lists at scale and you can crush it. But with big companies the game changes. Big companies already have lots of leads from many sources: > Events > Advertising > Website and landing pages > CRM, newsletter, and email lists > Salespeople network and partners Most of the time the problem is not generating new conversations... The problem is managing those conversations at scale using fewer salespeople with more engaged leads and better conversions. The bigger the company the dumber is at marketing and sales by definition, the amount of wasted revenue is over the roof. And for Clay Operators makes crazy sense: > Way way easier to get results > You can prove crazy high ROI > Client management is 10X easier You can charge 5-30K per month, work hard on the implementation, and watch it pay dividends for months if not years. Ex. 1 The client is running Facebook Ads sponsoring a lead magnet. You want to send the right leads to the Account Executive and ignore all other leads not waste his time. Instead of a stupid form that generates friction you only ask for the business email (this way the company can get 50%+ cheaper ad spend btw) and whenever you get a lead you connect Clay to Typeform: > From the email you get the LinkedIn Profile > From the Profile you check if the Job Title is director or above > From the email you get the company URL and check it's in the ICP If everything is True you find your LinkedIn profile + Phone Number and create a task for the Account Executive to engage with the lead. Ex. 2 Big company == Big Website Traffic And here RB2B makes lots of sense! The qualification process is very like the one above: > If the lead in ICP finds email, LinkedIn, and phone > With Smartlead send a lead magnet by email > Connect on Linkedin with HeyReach > Create a task for the AE to cold call Again after the initial set-up, it pays dividends... 📌 Want my best Clay ideas for a successful career in B2B growth? Sign up for Clay Wizards, my free weekly newsletter. Join 4k+ here: claywizards.com