All posts

Playbook

7 min read

The Clay table every outbound team should start with

The Clay table every outbound team should start with

The Clay table every outbound team should start with

One table, eight columns and a score. The setup we build before anything else.

Playbook

Before signals, sequences or AI research, every client gets the same starting table. It answers one question: who should we talk to first?

The eight columns

Company, domain, size, industry, the person, their role, one signal and a score. Nothing else until those are right.

Why so simple

A small table is easy to check by eye. When the score looks wrong, you can see why in seconds.

When to add more

Add a column only when a rep asks for it twice.

SL

MO

DR

Three engineers, replying same day

Let’s fill your calendar.

30 min

call with a GTM engineer

2 days

to your written audit

3 plays

we would build first

SL

MO

DR

Three engineers, replying same day

Let’s fill your calendar.

30 min

call with a GTM engineer

2 days

to your written audit

3 plays

we would build first

SL

MO

DR

Three engineers, replying same day

Let’s fill your calendar.

30 min

call with a GTM engineer

2 days

to your written audit

3 plays

we would build first

Claygency

Clay systems for B2B sales teams. Built with you, run for you.

The Signal, monthly

One email a month on signals, enrichment and outbound systems. No drip, unsubscribe anytime.

© 2026 Claygency. All rights reserved.

Independent template. Not affiliated with or endorsed by Clay.

Create a free website with Framer, the website builder loved by startups, designers and agencies.