CDP & Data

Clay

Data enrichment and orchestration across 120+ providers, GTM's favourite workbench.

clay.com

How teams use it post-sale

The entire GTM world uses Clay for outbound; almost nobody points it at retention. Post-sale, Clay enriches the accounts you already have — layoffs and funding news, exec changes, tech-stack shifts — so engagement signals from the product can be read alongside what's happening at the company. Same workbench, pointed at revenue you've already won.

Swap it within CDP & Data

Any of these runs the same plays — Accoil pushes the same signal wherever the work happens.

Workflows using Clay2

YESNOSIGNAL · USERGEMSNew economic-buyer executivelands at the accountNew exec role & titleStart dateSCORE · CLAYEnrich the exec: background,stack, prioritiesPrevious company'sstackPublic prioritiesRenewal distanceSCORE · ACCOILCheck audit exposure: is yourvalue visible?Exec-visible usageValue doc freshnessChampion strengthDECISIONRenewal inside the exec's first 6months?HUMAN STEPAM runs the 90-dayre-onboarding of the new execACTION · SALESFORCE Refresh the value narrativebefore it's requestedACTIONRun the champion-departure playon the old execOUTCOMERenewal survives the audit; anew sponsor emerges
Account ManagementSales

New Executive, New Rules Playbook 2026

A new CFO or CTO runs a tool audit in their first 90 days, and tools they didn't buy die first — your renewal was decided the day they were hired. This play catches the hire the week it happens, enriches who they are and what stack they came from, scores how visible your value is to someone who wasn't there for the sale, and puts the AM in front of them — in their frame — before procurement asks.

Intermediate
YESNOSIGNAL · CLAYLayoff or restructuring news hitsa customerHeadcount change %Affected departmentsAccount ARRRenewal dateSCORE · ACCOILRecheck seats and engagementagainst the newsActive seatsbefore/afterPer-seat engagementChampion still active?DECISIONUsage impact detected?HUMAN STEPAM brings theright-size-and-retain offer firstACTION · CUSTOMER.IO Run a value-doc campaign forthe surviving teamACTION · SALESFORCE Log the revised forecast againstthe renewalACTION · SALESFORCE Note the news and set a 30-dayusage watchOUTCOMELogo retained, expansion pathwhen they rehire
Account ManagementRevOps

Customer Layoffs Counter-Play 2026

When a customer announces layoffs your ARR already shrank — you just haven't been told. This play hears the news first: Clay's enrichment catches the layoff, Accoil rechecks seats and engagement against it, and the AM shows up with a right-size-and-retain offer before the customer asks — while the surviving team gets re-onboarded and the forecast gets the truth.

Intermediate

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The playbook pack

Every playbook, one download

All 31 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.

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