I'm wondering if the Clay Solutions Partner application only allows references of clients that we onboarded to Clay? We have clients that use us for outreach and we use our Clay account for their campaigns. Do the client references need to have their independent clay accounts?
Client references don’t need to have their own Clay accounts. You can include clients where you managed outreach using your Clay account. as long as you clearly explain your role, how Clay was used, and the results you delivered.
The application form doesn't really have an option to specify how we used clay for the 2 client references. What questions do the clients receive? Some of our clients dont know we use clay. I dont mind telling them but just that they're unlikely to give very detailed answers. All they know is "yeah we hired these guys and they get us lots of sales calls"
No worries. clients usually get very high level questions around the engagement and outcomes. not tool specific details. Even simple confirmation like results delivered and working relationship is typically enough.