Optimizing Phase 1 Clay Setup for Insurance Relocation Outreach
Hi Clay team — I want to sanity-check a Phase 1 Clay setup before scaling. Context (Phase 1 only): • Temporary housing for insurance / displacement housing • We’re a lead connector / referral model (not a brokerage) • Clay is used only for U.S. list building + enrichment → export to Instantly Targets: • Companies like CRS Temporary Housing, ALE Solutions, Alacrity, Sedgwick • Roles closest to housing decisions (adjusters, vendor managers, housing coordinators, relocation specialists) What I need expert input on: Best Clay search + enrichment setup to reach the right layer (not execs, not sales) Common title pitfalls in insurance / displacement orgs What a clean v1 table should include (to avoid overbuilding / wasted credits) I’m bringing my own OpenAI key and prioritizing accuracy over volume. Happy to share screenshots if helpful. Thanks in advance. This is perfectly scoped for staff replies. Post this in Share Tables, Tools, and Workflows: Question for folks running Clay in production: If you were building a lean Clay v1 for insurance / relocation outreach (Clay → export → Instantly), what would you absolutely include — and what would you avoid early on? Focus is accurate titles, clean enrichment, and credit efficiency.
