STARTING POINT
Some captured activity was missing from Clay, and repeated events made the list harder to use.
I connected LinkedIn activity to Clay, then checked who matched the target and who needed to be excluded.
STARTING POINT
Some captured activity was missing from Clay, and repeated events made the list harder to use.
WHAT CHANGED
I repaired delivery and checked people, companies, and duplicates.
WHAT THE TEAM RECEIVES
A simplified view of the work, with client information removed.
Collect relevant posts and activity through the signal tools.
Check delivery, remove duplicates, and review each person’s role and company.
Send matching profiles to the review list and keep uncertain cases separate.
Some captured activity was not reaching Clay. Repeated posts and profiles also made the list harder to use.
I compared the source captures with the Clay export and checked the retained profiles against the targeting rules.
A working Clay intake and a prospect list with clear exclusions.
The team had one list to review, with duplicates removed and unresolved profiles kept separate. Email verification was still required before outreach.
LET’S WORK ON YOUR GTM
Tell me about your target accounts, current stack, and the step between research and outreach that needs attention.