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Clay gives you the data. We design the system around it.

Clay helps you find companies that match your ideal customer profile. It gathers contact details and useful company information so your team can reach out with context.

On its own, it is powerful. But it is still just a tool.

The real challenge is not finding data. It is designing a repeatable system that:

  • Targets the right accounts consistently
  • Controls processing volume and cost
  • Feeds clean, structured data into your CRM
  • Aligns with how your team actually works

Without structure, teams end up exporting spreadsheets, over-processing accounts, duplicating records or creating workflows that are difficult to manage.

That is where Flowbird comes in.

We design and implement the system around Clay. We define the targeting logic, build the enrichment workflows, integrate it properly into your CRM and align it to your outreach rhythm.

The result is not just better data. It is a scalable account discovery engine that reliably turns your ideal customer profile into a predictable pipeline.

Two core services most teams start with.

If you already know your ideal customer profile, the next step is usually one of these. Some teams need cleaner data first. Others want a managed pipeline of new target accounts and contacts coming in consistently.

Data enrichment

Clean and enrich your target accounts with accurate contact details and useful company context, then feed it into your CRM in a way your team can actually use.

  • ICP targeting and list criteria
  • Contact enrichment and validation
  • De-duplication and field mapping
  • CRM-ready output and hygiene

Outcome: reliable records your team can trust.

Lead generation

Build a consistent flow of new target accounts and contacts, aligned to your outreach rhythm. You define the ICP. We handle the discovery, enrichment and delivery into your workflows.

  • Monthly target account delivery
  • Persona targeting across each account
  • Delivery into CRM or sequences
  • Governance to avoid noise and waste

Outcome: a managed supply of the right companies and people.

Additional capabilities

Depending on your team, we can also layer in supporting pieces around targeting, workflows and quality control.

  • Lookalike expansion based on your best customers
  • Signals and change indicators to improve timing
  • Refresh routines to keep data accurate over time
  • Workflow automation across CRM and outreach tools
  • Ongoing optimisation to control volume and cost
Flowbird CRM consultancy helping businesses stabilise automation, integrations and system foundations

Getting this right does not have to be complicated.

Most teams already know who they want to work with. The challenge is turning that into a clear, repeatable way of finding the right companies and feeding that into outreach properly.

That is what we help with.

If you would like to talk it through, we are here.

Talk it through with us →

WHAT GOOD LOOKS LIKE

From ideal customer profile to predictable pipeline

When structured properly, account discovery and outreach follow a clear, repeatable flow. The outcome is not more activity. It is control.

01

Ideal customer profile

Clear criteria for the companies you actually want to win. This gives the whole system a single reference point, so targeting stays consistent as volume increases.

02

Structured target accounts

A defined, controlled list built around your ICP. The goal is not to scrape everything. It is to build a list that is intentional, maintainable and cost-aware.

03

Enriched and validated

Accurate contacts and useful company context. Enrichment is only valuable when it is consistent, checked, and shaped into fields your team can actually use.

04

Clean CRM handoff

Structured data lands where your team works. This is where duplicates, mismatched fields and messy imports are avoided by design, not corrected later.

05

Consistent outreach

Accounts flow into activity in a controlled rhythm. That can be a weekly release, monthly batches, or a trigger-based approach that matches how your team operates.

What this gives you

A target list your team trusts, controlled processing volume and cost, clean handoffs into CRM and outreach, and far less spreadsheet handling.

The goal is not complexity. It is control.

Talk it through with us →
Illustration showing a clear route from ideal customer profile to clean CRM handoff and consistent outreach

Clay workflows running quietly in the background

Example Clay Workflows We Build

Clay becomes most valuable when it runs specific, repeatable workflows for your GTM team. These are some of the Clay workflows Flowbird designs and manages to keep your CRM clean, catch key signals and move revenue opportunities forward.

  1. 1

    Inbound Lead Firewall

    Clean, enrich, classify and route leads before they reach your CRM.

  2. 2

    Renewal Risk Signals

    Spot changes in headcount, usage or sentiment that indicate potential churn.

  3. 3

    Champion Movement Tracking

    Detect champion movement and create opportunities automatically.

  4. 4

    LTV Expansion Opportunities

    Identify accounts with strong fit and signals for expansion-focused outreach.

  5. 5

    Event & Webinar Enriched Follow-Up

    Enrich and segment attendee lists to drive meaningful outreach.

  6. 6

    Full ICP Account Generation

    Always-updated ICP accounts enriched from multiple sources.

  7. 7

    Content Download Enrichment

    Enrich and qualify content leads before assigning them to sales.

  8. 8

    Partner Market Mapping

    Use Claygent to map partner ecosystems and uncover revenue opportunities.

Talk through your Clay workflows →

Clay implementation

The Flowbird Clay implementation process

Instead of disconnected Clay experiments, we follow a clear process that turns Clay into a calm, reliable GTM layer. We plug Clay into your CRM, outbound and RevOps stack — so enrichment, research and outbound workflows run quietly in the background while your team focuses on selling.

“Clay should feel like a quiet operations layer for your GTM team, not another tool they have to fight with.”

Flowbird Clay & GTM automation team

GTM-first architecture

We start from your existing motion in Pipedrive or HubSpot, then design Clay to route data, research and signals into the tools your team already lives in.

Calm, ongoing operations

We monitor, tune and document Clay workflows so they stay reliable as your GTM strategy evolves, instead of becoming another abandoned project.

See example Clay workflows
Clay · GTM Architecture

Model your GTM system before you build it.

Clay can scale rapidly — and so can processing volume. Before committing to architecture, this modeller helps you define the infrastructure required to support your revenue ambition, activation model and signal depth.

This is not a pricing calculator. It’s a structured GTM capacity model.

How Flowbird implements Clay
Clay GTM System Modeller
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Step 1 of 5

How much revenue are you aiming to add in the next 12 months?

We’ll use this to size the system around your growth plans. There’s no right answer, just choose what feels right for you.

Clay services FAQs

Frequently asked questions about Clay, Clay workflows and working with Flowbird as your Clay partner

These questions cover how Clay works in practice, what changes when you work with Flowbird as your Clay agency and GTM automation partner, and how Clay connects to your existing CRM and RevOps stack. The answers are based on real projects where we have implemented Clay for enrichment, research, routing and outbound for modern revenue teams.

What is Clay and how does Flowbird actually use it for GTM automation?

Clay is an AI-powered GTM platform that connects to multiple data sources, enriches records, runs research via Claygent, and pushes structured data into your CRM and outbound tools. Flowbird uses Clay as an operational layer between your lead sources and your GTM stack: we build Clay workflows that enrich, score, route and segment contacts and accounts, then sync everything back into Pipedrive, HubSpot and Make so your team sees the benefit inside the systems they already live in.

Do I need a Clay subscription before working with Flowbird on Clay services?

You do not have to arrive with a perfect Clay setup. Some customers come to us with an existing Clay workspace that needs structure; others are exploring Clay for the first time. We can help you choose an appropriate Clay plan, design the initial architecture and then build out Clay workflows that align with your GTM strategy. Your Clay subscription is always held directly with Clay, while Flowbird provides Clay consulting, implementation and managed Clay operations around it.

Can you help us design Clay from scratch or take over an existing Clay workspace?

Yes. Flowbird can either design Clay from a blank canvas or tidy and extend what you already have. For new implementations we focus on Clay architecture, data model and first workflows that support enrichment, routing and outbound. For existing workspaces we audit your Clay boards, columns and Claygent prompts, remove unused experiments and rebuild Clay as a stable GTM layer that your RevOps team can understand and maintain.

How does Clay connect to Pipedrive, HubSpot and Make in a Flowbird project?

In most projects we connect Clay ↔ Pipedrive or Clay ↔ HubSpot directly, then use Make.com where orchestration and error handling need more control. We design clear field mappings, update rules and sync conditions so Clay enriches and updates records without creating duplicates or noisy data. The goal is simple: use Clay to strengthen your CRM and GTM reporting, not to create a second, conflicting source of truth.

What types of teams get the most value from Clay with Flowbird?

Clay is most valuable for GTM teams with defined motions but limited RevOps capacity. Typical examples include SaaS businesses, B2B service firms and revenue teams with SDRs, AEs and CS working from Pipedrive or HubSpot. If you care about cleaner data, better routing, more intelligent outbound and a calmer way to run GTM automation, you are likely a good fit for Flowbird Clay services.

Do you just build one-off Clay workflows or a full Clay GTM system?

We can help with a single high-impact workflow, but our preference is to design a joined-up Clay system. That usually includes an inbound lead firewall, key enrichment flows, champion movement tracking, ICP list generation and enriched follow-up for events and content. We ensure each Clay workflow supports your CRM fields, dashboards and outbound sequences so GTM automation feels coherent rather than piecemeal.

How do you keep data quality and compliance under control when using Clay?

We treat Clay data hygiene and governance as part of the project, not an afterthought. That means clear rules for when Clay can create or update records, strict duplicate handling, field standardisation and audit-friendly logging. We also align Clay behaviour with your existing data policies so enrichment, research and outbound activity respect your compliance requirements and regional regulations.

What happens if a Clay workflow fails or a data provider stops working?

In a managed Clay ops engagement, Flowbird monitors key workflows, error rates and provider behaviour. If a provider changes or a workflow fails, we adjust prompts, mappings or routing logic and update your documentation. When we hand Clay back to your team, we leave you with run-books and alerting so that Clay can be maintained calmly by RevOps instead of breaking silently in the background.

Can Flowbird train our team to manage Clay themselves instead of relying on an agency?

Yes. Alongside implementation we offer Clay training and enablement for RevOps, SDRs and sales leaders. That can include live workshops, Loom walkthroughs and internal documentation tailored to your Clay boards and GTM workflows. Many customers start with Flowbird managing Clay, then gradually bring more of the day-to-day Clay work in-house as their team becomes comfortable with the platform.

How do we get started with Clay services and Clay implementation at Flowbird?

The simplest first step is a short call to understand your GTM motion, current tech stack and where you think Clay could help. From there we suggest a starting point: that might be a Clay discovery & architecture project, a focused Clay workflow such as an inbound lead firewall, or a broader Clay + Pipedrive / HubSpot + Make implementation. You can start small and expand as your team sees the impact of Clay on real data, real outreach and real revenue.