Services / Clay Credit Audit
Your Clay bill is leaking. Let's find where.
Clay tables grow fast and nobody goes back to prune them. Waterfalls run providers that never hit, enrichments fire on rows that get filtered out later, and AI columns run on every record. I audit your workspace, show you the waste, and rebuild the worst offenders.
What you get
- Credit spend broken down by table, column, and provider
- Waterfall review: which providers actually return data for your ICP, in what order
- Rebuilds of your five most expensive tables: filter first, enrich later, conditional runs
- Cost per enriched and cost per qualified lead, before and after
- A written report with the fixes ranked by monthly savings
- A 30-minute walkthrough with whoever owns Clay on your team
What I need from you
- Editor access to your Clay workspace
- A list of the tables that matter most to pipeline
- 30 minutes with the person who built them
Not a fit if
- You spend under about $500 a month on Clay (the audit costs more than the savings)
- You need net-new workflows built, not existing ones fixed (see the AI SDR Install)
How it runs
Days 1-2: Measure
Pull usage, map every table to the workflow it feeds, and find where credits go.
Days 3-4: Rebuild
Fix the worst five tables in a copy so nothing live breaks. Compare costs side by side.
Day 5: Hand off
Report, rebuilt tables, and a walkthrough. You decide what to switch over.
Dan's ability to take a long view of needs and weed through the institutional noise is unparalleled. His depth of knowledge regarding marketing automation and sales gave him unique insight into what we were missing. His implementation and patience in teaching saved us time, energy and a lot of headaches.Benjamin Tanksley · Driving growth at the intersection of demand gen, opps & ai
After launch
Keep it running. Keep testing.
Install only
$2,500 one-time
- You own the system, the accounts, and the data
- Runbook and recorded walkthrough so your team can run it
- Come back for a tune-up anytime
Clay Ops
$1,500/month after launch. Month to month, 30 days' notice.
- Monthly credit review so waste doesn't creep back in
- Waterfalls re-tuned as providers change pricing and hit rates
- New data providers tested against your ICP before you pay for them at scale
- One new table or workflow built each month
- A short monthly report: spend, cost per qualified lead, what changed
Frequently asked
Before you book.
Will you break our live tables?
No. Rebuilds happen in duplicated tables. You compare results and switch over when you're ready.
What if you don't find much?
Then you get a clean bill of health and a short list of what to watch. Most workspaces running for more than six months have meaningful waste.
Can you also cut our other data costs?
Yes. The report flags overlap with Apollo, ZoomInfo, or other providers you're paying for separately.
$2,500 to build it. Optional monthly to run it.
Thirty minutes to confirm it fits your stack and your goals. If it doesn't, I'll tell you what would.
Book a fit call →