Congrats!
Your Clay Diagnostic is booked
Your call is confirmed. Here’s how we’ll make the most of it 👇
01: If You’re New to Clay
Clay is powerful - but overwhelming without a plan.
On this call we’ll help you:
⚙️ Pick the right pricing plan for your team
🗺️ Map exactly how Clay fits into your GTM engine
🚫 Clarify what Clay can and can’t replace in your stack
🎯 Identify the first projects to run so you see results fast
👉 You’ll leave with a step-by-step roadmap to launch Clay the right way.
02: If You’re Already Using Clay
Already set up but not seeing impact? You’re not alone.
We’ll dig into your current environment to:
🔍 Spot credit waste + hidden data issues
🧩 Uncover untapped Clay features you’re not using
🧹 Recommend workflow cleanups + optimizations
🚀 Highlight the highest-impact automations for your team
👉 You’ll leave with a tuned-up Clay engine ready to drive growth.
03: What Both Tracks Get
No matter where you’re starting from, every Diagnostic delivers:
📊 Clarity on Clay’s 4 proven use cases (Market Map, Automated Outbound, Real-Time Inbound, Custom Automations)
🛠️ A practical, execution-ready roadmap
💡 Confidence that Clay is working as the intelligence layer of your GTM
👉 Just show up ready to walk through your systems. We’ll do the rest.
04: What to Do Next
1️⃣ Join your scheduled call on time
2️⃣ Walk-through
If you already use Clay → be ready to walk us through your current workflows
If you’re new to Clay → be ready to walk us through the GTM problems you want to solve
3️⃣ Invite any teammates who manage Salesforce, HubSpot, or related GTM tools (if applicable)
✨ No need for a perfect setup - we’ll meet you where you are and build from there