Need a hand with Clay? These quick videos show you exactly how to pull funding data, monitor your brand, find domains, prospect ICPs...and a bunch more.
No guesswork. Just click, watch, and try it for yourself.
In class 1, we'll walk through why basic firmographics and token-based personalization fall short, how stale data creates out-of-context outreach, and how connecting role history, company signals, and behavior creates relevance that actually converts. 👇
In class 2, we'll cover how AI and automated outreach should support, not replace, human connection, when to lean on shared relationships and backchannel context, and why personal engagement is still required to move someone into an actual sales conversation.👇
Class 3 is all about how buyers are responding less to polished case studies and automated emails, and more to real people, real examples, and visible execution. 👇
In class 4, we'll break down why tech stack consolidation matters way beyond “saving money.” You’ll see how every extra tool creates more integrations, more field conflicts, and more messy data until segmentation, automation, and reporting stop being trustworthy.👇
In class 5, we'll show how real alignment happens when marketing, BDRs, sales, and customer success are all working toward shared quarterly and annual revenue goals, and how misalignment shows up when pipeline, close rates, or retention break down between teams.👇
In class 6, we'll make the case for why alignment doesn’t come from tracking more metrics, it comes from rallying the entire company around one goal: hitting the revenue number. We’ll walk through why sales can’t hit quota without pipeline, why marketing isn’t aligned if it’s not driving qualified pipeline, and why customer success has to own expansion and upsell, not just retention.👇
In class 7, we'll walk through why pipeline and ROI, not vanity metrics, are the true measure of marketing impact, how attribution breaks down across the funnel, and what it looks like to report on brand, engagement, pipeline, and closed revenue in a way leadership actually trusts.👇
In class 8, we'll break down what ROI actually means and why it has to tie back to closed-won revenue, not just activity or pipeline volume. We’ll walk through how marketing spend should be measured, how campaigns need to be tracked inside the CRM, and why unqualified pipeline and vanity metrics don’t tell you whether your investments are actually working.👇
In class 9, we'll walk through how Allbound helps teams intentionally move prospects down the funnel using ICP clarity, buyer personas, early multi-threaded outreach, and coordinated multi-channel touchpoints. The goal is simple: meet the right people, with the right message, at the right moment and tie every interaction back to revenue.👇
In class 10, we'll break down why buyer journeys feel messy and non-linear, and how unlocking the right context (relationships, timing, intent) helps you move opportunities forward faster.👇
In class 11, we'll walk through a real, behind-the-scenes Clay build: how to take raw trigger data, clean it up, and narrow it down before enrichment so you’re not wasting credits or time. You’ll see how we standardize fields, apply ICP exclusions, check against existing customers and open deals, and cut a list from thousands of records down to the few hundred that are actually worth enriching and activating👇
In class 12, we'll show you how to turn Reddit into a real prospecting channel using Clay. You’ll see how to monitor specific subreddits for buying signals, pull posts directly into a Clay table, use AI to filter for intent and market fit, and automatically route the best opportunities to your team in Slack👇
In class 13, we'll show how to turn LinkedIn post engagement into real pipeline without blasting everyone who clicks “like.” You’ll see how to use Clay’s LinkedIn API access to pull only the people who engaged with your content, filter down to your ICP, and responsibly follow up with the right prospects who are already paying attention.👇
In class 14, we'll break down how to clean, qualify, and actually trust your lists before you use them. You’ll see how to take a large, messy company list, validate domains, check CRM overlap, confirm ICP fit, and only enrich what’s worth pursuing.👇
In class 15, we'll walk through how to automate pre-call research so your sales team never starts from scratch again. You’ll see how to pull booked meetings into Clay, enrich contacts and companies, surface the details reps actually care about (role context, funding, tech stack, revenue model), and push everything back into HubSpot. 👇
In class 16, we'll show how to turn a messy, unusable company list into something you can actually prospect from. You’ll see how to standardize company names, recover missing domains, avoid wasting enrichment credits, and prep the list so you can confidently find the right people and push clean data into HubSpot.👇
In class 17, we'll break down the different ways to find funding data in Clay and when each approach actually makes sense. You’ll see how to choose between waterfalls, PredictLeads, and AI research depending on whether you need investors, funding stage, or total funding, and how to balance accuracy, cost, and use case without burning credits.👇
In class 18, we'll show how to automatically monitor LinkedIn brand mentions and post shares using Clay. You’ll see how to pull mentions tied to your company page, route them to Slack in real time, and make it easy for your team to jump in and engage👇
In class 19, we'll walk through how to identify companies actively considering a Salesforce → HubSpot migration. You’ll see how we combine intent data from Common Room with enrichment and list expansion in Clay to find accounts using Salesforce, showing HubSpot-related buying signals, and turn that into a clean, ready-to-use contact list for outreach. 👇
In class 20, we'll show how real alignment happens when marketing, BDRs, sales, and customer success are all working toward shared quarterly and annual revenue goals, and how misalignment shows up when pipeline, close rates, or retention break down between teams.👇
In class 21, we'll walk through a practical Allbound play that turns anonymous website traffic into qualified, enriched prospects and automatically routes them into personalized outbound sequences. You’ll see how tools like RB2B or Vector, Clay, Octave, and Smartlead work together to identify who’s visiting your site, qualify fit in real time, generate relevant messaging, and convert existing traffic into pipeline at scale.👇
In class 22, we'll walk through the second Allbound play: how to turn your best website visitors into a scalable lookalike engine. You’ll see how we use qualified traffic as a source of truth, find similar companies with Ocean.io, identify the right buyer personas, and then qualify, personalize, and route those contacts into outbound sequences.👇
In class 23, we'll walk through how to find companies that are actively hiring and turn that signal into a clean, high-intent prospecting list in Clay. You’ll see how we filter for real ICP criteria (size, revenue, industry, traffic, and HubSpot usage), use hiring activity as a buying signal, and then identify the right marketing decision-makers at those companies so outreach is timely, relevant, and grounded in real intent.👇
In class 24, we'll walk through how to A/B test Octave agents directly inside a Clay table. You’ll see how to use round-robin logic to split leads between different Octave agents, test variations in prompts or models, and measure which messaging performs best.👇
In class 25, we'll show you how to build highly targeted ICP-based prospecting lists in Clay. You’ll see how to use industry, size, location, and keyword filters to narrow in on the exact companies you want, why getting niche matters for better messaging, and how to turn those company lists into clean tables you can later enrich with the right contacts for outbound.👇