GTM Agents

An agent that remembers
everything you and your team do.

Linked straight to your customer memory, it surfaces insights and trends that are hard to catch on your own (or a pain to wire up yourself in Claude), and takes the data entry off your team's plate — so you're always on top of your sales, CX, or ops work.

1 Day AI Implementation & Support — for teams adopting GTM agents or autonomous agents across their sales and marketing teams
How It Works

Every call, every email, every CRM update —
pulled into one context graph.

01

The setup

It's easy to set up. Where it pays to have an extra set of eyes is permissioning, agent configuration, and connecting the right data sources.

Every call, every email, every CRM update — pulled automatically into one context graph, so the substance of a conversation is there for your agent to pull from and surface to you, not just the fact that it happened.

Getting it right up front is what separates a tool everyone actually uses from one that quietly goes unused. That's where we come in — dialing it in so you get the most out of it from day one.

Team By Team

Same agent,
a different job per team.

Sales One agent, three core skills (typical — more can be added as needs get more complex)
01
Daily pre-call briefingEvery rep's calls for the day, with the context likely to come up.
02
Day-after rollupThe actual talking points and issues raised across the whole team's calls, in one place.
03
Trend synthesisEmail, Slack, and call context layered together into an action-plan summary the sales lead can bring straight to leadership.
Right now, a sales lead gets this secondhand — filtered through whatever reps remember to put in their own reports. This gives them the direct, richer version themselves, and it upgrades how they show up in their own conversations with leadership.
Account Management

Same structure as Sales — pre-call briefing, day-after rollup, and pattern synthesis flagging what actually needs the AM lead's personal attention, packaged for the same leadership conversation. Room to add more skills as needs surface: churn risk flags, renewal signals, expansion opportunities.

Marketing Connective tissue, not a mirror

Not a mirror of the other two — this one's connective tissue. It pipes real pain points, trends, and language straight from Sales and AM calls into Marketing's content workflow — case studies, LinkedIn, campaigns — grounded in what customers actually said, not guesswork. Especially valuable when Marketing sits in a different office, timezone, or region from the revenue teams: it closes the gap between what customers are actually saying and what Marketing is putting out, without anyone relaying it by hand.

This is the pattern, not the limit — any team that touches customer conversations can get its own version: Support, Finance, Ops.
Track 1

Ready to set up agents
in your GTM flow?

A short call is enough to scope permissioning, configuration, and which team goes first.

Book an implementation call →
2 Clay Support — for teams with a list, enrichment, or matching problem
What We Build

Systems that don't come
out of the box.

Clay is how we build the systems that don't come out of the box: finding the right contacts when there's no clean target list, telling apart two companies with confusingly similar names, enriching thousands of records without a team of analysts doing it by hand.

This isn't a Clay 101 crash course — it's live, working systems we built and still run for active clients.

What We've Built

Real, finalized work —
not a framework.

First Hyperion Outbound revenue engine. Signal-driven prospecting for IPA and surfactants verticals — job posting scraping, decision-maker identification, AI personalization, Lemlist sequencing. Full HubSpot setup alongside.
ID5 CRM migration & data cleanup. Exported and audited the full Zoho account and contact database. Built field mapping and cleanup logic. Scoped the HubSpot migration with contact de-duplication and lifecycle stage mapping.
Blue Ink Lead vendor intelligence. Facebook Ads Library research to identify auto insurance lead generation companies, separating lead gen vendors from direct buyers. LeadsCon scrape for additional vendor coverage.
Rely Health Healthcare account mapping. OBBA hospital campaign — building contact lists for specific hospital accounts, enriching to decision-maker level, syncing to HubSpot. Claygent used for complex org mapping where executive coverage spans multiple facilities.
Clay BPO Enterprise table monitoring service. Built and maintained a master Clay table powering multiple client accounts — warm intro tracking, enrichment workflows, auto-prioritized targeting, and anomaly detection. Ongoing managed service.
First Hyperion ID5 Blue Ink Rely Health
Have a list problem, an enrichment problem, or a "we can't tell these companies apart" problem? That's exactly what this is for.
Track 2

Have a Clay problem
worth solving properly?

Tell us what's breaking or what you're trying to build. We'll tell you if it's a fit.

Talk to us about a Clay build →