Playbooks
How we run it, step by step.
The workflows clients ask about most, with the Clay columns, the scoring and the routing rules.
Inbound lead scoring with Clay: enrich, score and route every lead
How to enrich every inbound lead in Clay, score fit and intent, and route it to the right rep in HubSpot or Salesforce within minutes.
7 min · Ayhan K. Isaacs · November 2026
Website visitor identification: from content to booked meetings
Publish one piece, promote it with outbound and LinkedIn ads, identify the companies and people who read it with RB2B, Warmly or Clay, then follow up.
6 min · Ayhan K. Isaacs · November 2026
Simplified ABM with Clay: qualify 5,000 accounts and score them
A simplified ABM playbook: take 5,000 accounts through Clay for tech stack, news, hiring and org chart checks, score them, and work the top tier by hand.
7 min · Ayhan K. Isaacs · November 2026
Champion tracking: follow past buyers to their new company
How to track job changes among past buyers and users with Clay, score the new company, and reach out in the first 90 days with a reason to talk.
6 min · Ayhan K. Isaacs · November 2026
Signal-based outbound: hiring, funding, new leaders and stack changes
Outreach timed to buying signals, like a new VP, a funding round or a job posting, instead of a bought list: the Clay setup, the scoring and the messages.
6 min · Ayhan K. Isaacs · November 2026
LinkedIn engagement signals: turn post engagers into conversations
How to capture likes, comments and reposts on your posts, competitor posts and keyword posts with Clay, keep the engagers who fit, and follow up by hand.
5 min · Ayhan K. Isaacs · November 2026
Outbound reply handling: classify, route and answer every reply
How to sort every outbound reply by intent, route interested ones to an SDR within the hour, answer the questions, and catch the referrals.
5 min · Ayhan K. Isaacs · November 2026