Creating Efficient B2B Outreach Workflows for Insurance & Housing

Hi everyone — I’m Rafael, founder of RLG Property Solutions. I’m building B2B outreach workflows for insurance & relocation housing, using Clay as the core targeting + enrichment layer (Clay → Instantly → CRM). I’m early in setup and want to make sure I’m structuring tables, API keys, and enrichment in the most efficient way from day one. Excited to learn and collaborate.