CDP & Data

Clay

Data enrichment and orchestration across 150+ data providers.

How teams use it post-sale

Post-sale, Clay enriches the accounts you already have with company news, new hires and job changes, and tech-stack changes, 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

Atlassian Marketplace Common Room RudderStack Segment UserGems

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

Workflows using Clay1

Account ManagementRevOps

Customer Layoffs Counter-Play 2026

When a customer cuts staff, the goal is to keep the logo and an expansion path for when they rehire. Layoff news starts this play; the check compares seats and usage with the account's pre-news level and your successful customers. Real impact gets a right-size-and-retain offer and a revised forecast on the CRM record; no impact yet gets no move and a 30-day recheck.

Intermediate

See these in the library →

The playbook pack

Every playbook, one download

All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.