Save “Checklist: Setting up a Clay-based GTM workflow” to MyCheck
From SFDIFY
How We Use Clay for GTM: Our Own Enrichment Workflows9 steps · Checklist
Checklist: Setting up a Clay-based GTM workflow
The checklist from the article.
Define your ICP criteria in writing before building any table.
Pick a clean source list — verified domains or a reputable data provider export.
Build the enrichment waterfall with two or more providers per field.
Limit enriched fields to only what your scoring step will use.
Set up weighted ICP scoring with clear high, medium, and low tiers.
Add at least one signal source relevant to your product's buying triggers.
Flag low-confidence rows for manual review instead of auto-discarding them.
Connect Clay to your sending tool with a two-way status sync.
Review reply and bounce data monthly and adjust scoring weights accordingly.
Free, and yours to edit — tick items off on the web or in the MyCheck app.