Getting Started with Clay for Account Managers: Tips and Resources

·Oct 10, 2025 01:39 PM·

Hi All! Complete clay newbie here. I an account manager for an outsourced sales company. Any recommendations on where to start immersing myself would be helpful. Thanks!

2 comments

· Sorted by Oldest

Sourabh
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Hey Jennifer, welcome to the Clay world! Great place to be if you’re managing outbound or client campaigns. I’d recommend starting with a few simple workflows — like company enrichment, contact sourcing, and automated lead scoring — they’ll give you a solid feel for how powerful Clay can be. If you ever want a quick walkthrough or help setting up a workflow tailored to your outbound sales processes, happy to guide you through it or share a few templates we use with clients. – Sourabh linkedin.com/in/sourabh85 panopticanalytics.com
1
Laurel Y.
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Hey Sourabh, any chance I could get a quick qalkthrough or help setting up my claytable? It's an outbound table to find companies that match my ICP. First I want to find companies, then I want to find people. I'm a clay newbie but eager to learn

Sourabh
·
·
Hey Jennifer, welcome to the Clay world! Great place to be if you’re managing outbound or client campaigns. I’d recommend starting with a few simple workflows — like company enrichment, contact sourcing, and automated lead scoring — they’ll give you a solid feel for how powerful Clay can be. If you ever want a quick walkthrough or help setting up a workflow tailored to your outbound sales processes, happy to guide you through it or share a few templates we use with clients. – Sourabh linkedin.com/in/sourabh85 panopticanalytics.com
1
Laurel Y.
·
·
Hey Sourabh, any chance I could get a quick qalkthrough or help setting up my claytable? It's an outbound table to find companies that match my ICP. First I want to find companies, then I want to find people. I'm a clay newbie but eager to learn