Sanity Check and Questions for Setting Up a Clay-Based Outbound System with Domain and CRM Considerations
Hey everyone, so im setting up a clay-based outbound system and wanted to sanity check the setup before starting. Current flow:
Table 1: Companies → ICP filtering + company-level signal research (Claygent) + assigning one primary outreach angle
Table 2: People → finding contacts + pulling company signals via lookup
Emails are generated in the People table using 1 signal + 1 angle (strict rules to avoid generic output)
Sending via Clay sequences (low volume for now, ~15–25/day per inbox)
A couple of decisions we made (& some questions here as well) :
Tracking replies manually + planning HubSpot sync in V2
Few more questions:
- 1.
Would you stick with Clay for sending in the early stage, or move to Smartlead/Instantly from day 1?
- 2.
How are you handling reply tracking + CRM sync cleanly?
Trying to keep it lean but scalable from day 1 - would love to hear how you’d approach this...
