5 Ways to Automate Your Business with Clay

Most professional service firms and agencies I know are barely scratching the surface when it comes to tools like Clay...

The thing is, these aren't just lead gen tools. They're your ops guy, SDR and marketing assistant rolled into one 🤝

If you're running a lean team and want more leverage without more headcount, here's 5 ways Clay can automate the annoying stuff and help you scale smarter:

1. Inbound lead enrichment → CRM-ready in seconds

Sick of leads coming in with no context? Use Clay to auto-enrich form submissions or Calendly bookings with LinkedIn URLs, company size, funding info and tech stack — before they hit your CRM.

2. Warm outbound from podcast/webinar guests

Had someone on your show, conference or panel? Don't let the relationship die. Pull guest names from your content → use Clay to find their email, social profiles & company info → push into a warm outbound flow or LinkedIn DM automation.

3. Track client job changes (and re-open convos)

Old client changed jobs? That’s a foot in the door.

Import your client list → set up a job change tracker via LinkedIn → auto-notify yourself or send an email when they switch roles.

4. Pre-call sales research that doesn’t waste your morning

Your sales team shouldn’t be Googling for 15 minutes before each call.

Pull prospects from your CRM → enrich with leadership bios, recent funding and latest posts → generate talking points or personalisation snippets with AI.

5. Priority lead scoring across inbound, outbound & partnerships

Not all leads are equal — stop treating them like they are.

Set rules in Clay to tag leads based on ICP fit, tech used, revenue size or location → create a ‘priority view’ that bubbles hot leads to the top.

Clay’s not just a data tool — it’s how you take opportunities that live across 5 platforms and bring them into one high-leverage workflow.

Built right, these systems keep running even when your team’s asleep (or in meetings that could’ve been an email).

👉 Want a quick walkthrough of any of these systems? Send us an email at grow@wescalesmart.com and we’ll show you how we’ve built them for a recent client.