01
CRM Enrichment
What gets built
Audit, field standards, waterfall enrichment, dedupe support, refresh logic, and CRM sync.
Outcome
The CRM becomes cleaner and more useful for routing, scoring, and reporting.
Clay agency
Clay Agency.
A Clay agency helps companies design and build Clay workflows for enrichment, prospecting, account research, scoring, outbound, inbound routing, ABM, and RevOps automation. Delverise approaches Clay as a GTM systems layer, not a standalone table-building tool.
Updated June 6, 2026
When to hire
You need more than a Clay operator.
Clay is connected to important GTM work, but the workflow architecture is not clear.
Your team needs CRM, outbound, routing, scoring, reporting, and QA designed together.
A one-off consultant can build a table, but the broader GTM system still breaks.
The workflow needs documentation, owner training, governance, and post-launch optimization.
Agency model
What a good Clay agency covers.
01
Use-case strategy
define the workflow, buyer pain, data inputs, and business output.
02
Clay build
tables, enrichments, transformations, scoring inputs, and automation steps.
03
Systems integration
CRM, sequencers, Slack, reporting, routing, and RevOps workflows.
04
Governance
field standards, QA gates, credits, source priority, and ownership.
05
Enablement
documentation, training, reverse demos, and maintenance guidance.
06
Optimization
data quality, conversion impact, workflow health, and next priorities.
What we build
Clay agency work mapped to GTM outcomes.
02
AI Outbound
What gets built
Account sourcing, contact enrichment, personalization inputs, sequencer handoff, and deliverability-aware QA.
Outcome
Outbound runs from better data and clearer operating logic.
03
Account Scoring
What gets built
ICP criteria, firmographic and technographic fields, buying signals, account tiers, and rep context.
Outcome
Sales teams know which accounts deserve attention and why.
04
TAM Sourcing
What gets built
Market mapping, exclusion logic, account fit thresholds, contact discovery, and refresh workflows.
Outcome
The target-account universe is structured enough to operate from.
05
Inbound Routing
What gets built
Form-triggered enrichment, fit scoring, assignment rules, Slack alerts, CRM tasks, and follow-up logic.
Outcome
High-fit demand gets routed with context quickly.
06
ABM & RevOps Workflows
What gets built
Named-account tiering, signal monitoring, sales alerts, reporting, QA, governance, and handoff.
Outcome
Clay supports a broader revenue operating system instead of isolated enrichment.
Where it fits
Agency, consultant, or internal operator.
Clay agency
Best for multi-workflow builds, GTM architecture, implementation, QA, documentation, and handoff.
Production workflows connected to the rest of the revenue system.
Clay consultant
Best for focused advice, smaller builds, or troubleshooting a specific table or workflow.
Targeted expertise without the broader implementation layer.
Internal operator
Best for ongoing ownership, maintenance, and day-to-day workflow iteration.
Operational continuity after architecture and build support are in place.
Delverise model
Build the architecture and workflow, QA the system, document it, then hand it to an owner.
Clay becomes a maintainable GTM system layer.
Best fit
Hire us when the system has to work.
- You use or are evaluating Clay and need it connected to CRM, outbound, inbound, enrichment, scoring, or reporting.
- You need more than a one-off table build.
- You want documentation, QA, training, and governance included.
- You need GTM architecture around Clay, not just tool execution.
Not a fit
Do not hire us for isolated tasks.
- You only need Clay product support.
- You need a one-time lead list with no system.
- There is no defined GTM use case or downstream workflow.
- No CRM or operating workflow exists downstream.
Implementation
From audit to operating cadence.
01
Define the Clay use case, target motion, systems, owner, and constraints.
02
Map the workflow architecture across Clay, CRM, enrichment providers, sequencers, and reporting.
03
Build Clay tables, transformations, enrichment logic, routing support, and activation steps.
04
Run QA against samples, edge cases, field mappings, and downstream sync behavior.
05
Launch with acceptance criteria, reverse demos, documentation, and owner training.
06
Review usage, data quality, conversion impact, credit spend, and next workflow opportunities.
Partner credential
Clay First 100, built around the GTM system.
Delverise is a Clay First 100 Solutions Partner. The public promise is not that Clay alone fixes the motion; it is that Clay can create leverage when the CRM, enrichment, sequencing, automation, reporting, QA, and ownership model are designed together.
Explore implementationWhat does a Clay agency do?
A Clay agency builds workflows for enrichment, prospecting, CRM sync, outbound, scoring, routing, QA, documentation, and handoff.
How is a Clay agency different from a Clay consultant?
An agency is typically better for multi-workflow implementation and GTM system design. A consultant may be better for focused advisory or smaller builds.
When should a company hire a Clay agency?
Hire a Clay agency when Clay needs to support production workflows across CRM, enrichment, outbound, routing, scoring, reporting, or RevOps.
Is Delverise a Clay agency?
Delverise is a Clay First 100 Solutions Partner, but the positioning is GTM systems. Clay is one important execution layer.
Next step
Build the system your team can actually run.
We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.