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Working With a Clay Agency: What to Expect8 steps · Checklist
Checklist: Scoping and evaluating a Clay agency engagement
The checklist from the article.
Define one ICP and one target list before the first conversation.
Gather your current CRM and sequencer access details.
List any data providers you already pay for, to avoid duplicate costs.
Ask the agency to explain their waterfall ordering and how they control credit spend.
Confirm what "finished" means in writing — documentation, failure handling, and ownership.
Test the delivered table against a messy sample, not just a clean one.
Verify the output syncs into your CRM and sequencer, not just a spreadsheet.
Ask who can edit the workflow after the engagement ends.
Free, and yours to edit — tick items off on the web or in the MyCheck app.