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• ClayRoutes Clay work tasks to the right skill based on goal and workflow.
• Credits Quotas PlansAnswer about credits, quotas, or plan limits, or verified usage requires a significant-sp.
• Aget Assess ClientAssesses a client's needs, constraints, and objectives.
• Aget Propose EngagementCreates engagement proposals with scope.
• Client OnboardingSales→delivery handoff, one verifiable activation event, kickoff, and a 30/60/90 or.
• Customer StatusSynthesised view of account health and activity for managers overseeing.
• ForecastingProjects sales or demand forward with an error range and tested method.
• Lead GenBuilding and qualifying a prospect list before anyone reaches out.