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How to set up Clay for outbound without wasting credits

A careful way to set up your Clay table so you do not burn credits on bad leads.

Clay is powerful and credits go fast. A little setup order saves a lot.

Set it up in this order

  • Start with a small list of ten rows.
  • Filter before you enrich, not after.
  • Add one enrichment at a time and check the results.
  • Stop a column when the hit rate is low.
  • Only then run the full list.

Keep a log

Note what each column cost and what it found. You will see which ones are worth it.

If you want it set up properly for you: See Clay, Set Up Properly.

More on this: The Clay Playbook, Clay for GTM Engineers.

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