Seeking Help for Lean Clay v1 Setup in Insurance Outreach
Hey everyone !!! is anyone available right now (or today) to hop on a quick screen share and walk me through a lean Clay v1 setup? Iβm building a focused workflow for insurance / displacement housing outreach (Phase 1 only) and want to move fast. Iβd love help live-reviewing: β’ Table structure + title logic (adjusters, housing/vendor coordinators β no sales/executives) β’ Credit-efficient enrichment β’ Clean exports into Instantly β’ Common pitfalls to avoid in this niche I already have pieces built, I just need someone experienced to sanity-check and guide me live so I donβt over-engineer it.

