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Blogs Details

Beyond Clay Sales Automation Agencies: Build Systems

Beyond Clay agencies: learn how Intelligent Resourcing builds Clay-powered revenue systems with governance integrations and embedded teams end to end.

By Ronan Leonard, Founder, Intelligent Resourcing

|

Jan 9, 2026

Beyond Clay Sales Automation Agencies: Build Systems

/

Blogs Details

Beyond Clay Sales Automation Agencies: Build Systems

Beyond Clay agencies: learn how Intelligent Resourcing builds Clay-powered revenue systems with governance integrations and embedded teams end to end.

By Ronan Leonard, Founder, Intelligent Resourcing

|

Jan 9, 2026

Beyond Clay Sales Automation Agencies: Build Systems

/

Blogs Details

Beyond Clay Sales Automation Agencies: Build Systems

Beyond Clay agencies: learn how Intelligent Resourcing builds Clay-powered revenue systems with governance integrations and embedded teams end to end.

By Ronan Leonard, Founder, Intelligent Resourcing

|

Jan 9, 2026

Beyond Clay Sales Automation Agencies: Build Systems

Most teams don't have a "sales problem".


They have a systems and resourcing problem that shows up as:

  • SDRs drowning in manual research

  • Frankensteined tools that don't talk to each other

  • Great campaigns running on top of bad data

  • Pipeline that spikes when an agency shows up... then flatlines when they leave


Clay has exploded in popularity because it fixes a lot of this on paper: enrichment, research, triggers, and automation in one place.


That's why "Clay sales automation agencies" are suddenly everywhere.


But here's the question that actually matters:


Do you need another agency to run Clay campaigns for you... or a revenue system built on Clay, with an embedded team that runs it with you?


At Intelligent Resourcing, we're not a Clay agency. We're an Ops Studio that uses Clay as one of the core building blocks of your GTM operating system, and we back it with global, embedded delivery teams.


This article will help you:

  • Understand what Clay really is (and isn't) in a GTM stack

  • See the limits of traditional Clay agencies

  • Use a simple framework to evaluate partners

  • Decide when you need an Ops Studio 


Clay's Real Role in Modern GTM


Clay as the Central Data & Automation Layer


Clay isn't "just another enrichment tool".


Used properly, Clay becomes a GTM control layer that sits across:

  • Data enrichment – combining multiple providers into one clean record

  • Prospect research – pulling context from the open web and niche sources

  • Signals & intent – tracking who's hiring, raising, launching, or engaging

  • Workflow automation – orchestrating what happens next, and where


When Clay is integrated into your stack, it can:

  • Feed clean, enriched data into your CRM

  • Trigger outbound sequences when specific events happen

  • Score and route inbound leads to the right rep

  • Provide one source of truth for your TAM, active pipeline, and high-intent opportunities


But Clay is a layer. It's not your GTM strategy. It's not your team. That's where most Clay sales automation conversations go wrong.


Why Everyone Is Suddenly Talking About "Clay Agencies"


If you've searched for anything like "Clay sales automation agency", you've seen the pattern:

  • Top 10 lists of "best Clay agencies"

  • Every agency now "Clay-native" overnight

  • Lots of screenshots of Clay tables and clever workflows


The narrative is simple:


"Give us Clay access, we'll build campaigns, and your outbound will magically scale."


That can work for a while. But if Clay is just powering campaigns, not systems, you're still left with:

  • No internal ownership

  • No embedded capability

  • No scalable operating model


And you're back to "Which agency do we hire next?"


Traditional Clay Sales Automation Agencies


The Limits of Traditional Clay Sales Automation Agencies


Clay agencies are good at what they're designed to do. The problem is what they're not designed to own.


Campaign-First, System-Second


Most Clay agencies optimise for campaign performance:

  • Multi-channel outbound

  • Clever AI personalisation

  • Tight intent-driven triggers


What they rarely own end-to-end:

  • Your data model and governance

  • Your RevOps architecture

  • Your hiring and resourcing model around the system

So your outbound improves... while the rest of your GTM remains a mess.


Tool Stack Overload Without Ownership


A common pattern:

  1. Agency brings in Clay + 6 other tools

  2. They build intricate scrapers, webhooks, and playbooks

  3. They run everything from their own docs and dashboards


Then:

  • Your internal team sees "magic happening somewhere"

  • Nothing is properly documented in your world

  • When the contract ends, so does the magic


You haven't built an asset. You've rented a clever rig you don't really understand.


Where This Leaves GTM Leaders


As a founder, CRO, or Head of RevOps, that leaves you:

  • Dependent on external operators for every change

  • With very limited ability to run your own experiments

  • Constantly fighting to answer basic questions like:

    • "What's our actual TAM?"

    • "How big is our high-intent universe right now?"

    • "What's the ROI of this Clay spend?"


It's not a tooling problem. It's an operating model problem.


A Smarter Way to Think About Clay Partners


Before you ask "Which Clay agency is best?", it's worth asking: What type of partner do we actually need?


The Four Dimensions That Actually Matter


Use this lens for any Clay partner conversation:


1. GTM Strategy & ICP Design

  • Can they rebuild your ICPs from the ground up?

  • Do they challenge you on who you shouldn't target?


2. Data & Enrichment Architecture

  • Can they design tables, fields, and pipelines that actually reflect your GTM reality?

  • Do they think in systems (sources, freshness, quality, governance)?


3. Workflow & Integration Engineering

  • Can they architect how Clay talks to your CRM, marketing tools, inboxes, and reporting layer?

  • Or do they just wire Clay into whatever's already there and hope for the best?


4. Talent & Ownership

  • Who actually runs this thing in month 3, 6, 18?

  • Do you get an embedded team who live in your environment, or a deck at the end of the project?


The 3 Main Types of Clay Partners You'll Meet


1. Campaign Agencies

  • Strength: outbound creativity, copy, channels

  • Weakness: shallow on ops, data, and long-term ownership


2. Implementation Shops

  • Strength: technical Clay builds, workflows, and integrations

  • Weakness: often light on GTM strategy and commercial thinking


3. Ops Studios with Intelligent Resourcing (our camp)

If you're scaling a serious GTM organisation, you typically outgrow types 1 and 2. You need type 3.


How Intelligent Resourcing Uses Clay to Build Revenue Systems


We built Intelligent Resourcing around a simple belief:

Revenue is a systems problem. Tools and headcount only matter when they sit inside the right operating model.


Clay is one of our favourite levers, but it's always part of a bigger design.


Intelligent Resourcing ≠ Agency. We're an Ops Studio.


Where a Clay agency says, "We'll run your outbound," we say:

  1. We'll diagnose your GTM system – funnel, segments, motion, tech, constraints

  2. We'll design the operating model – how data, signals, and people move together

  3. We'll implement Clay as the control layer – not as a one-off campaign machine

  4. We'll embed a global team – trained to run and evolve that system with you


That combination (Ops Studio + Intelligent Resourcing) is the difference.


You don't just get workflows. You get capability.


Our Clay-Powered Revenue Engine Framework


1. Diagnose & Design


We start with a working session that maps:

  • Your ICPs, segments, and deal cycles

  • Your current tools, data sources, and blind spots

  • The gaps between how you sell today and how you want to sell


From there, we define:

  • The buyer signals that actually matter in your world

  • The data model we need Clay to hold

  • The handoffs between marketing, SDRs, AEs, CS, and ops


You get a GTM architecture, not just "some Clay tables".


2. Architect & Implement in Clay


Next, we turn Clay into the GTM brain:

  • Build tables that reflect your TAM, active demand, and customers

  • Connect your CRMs, enrichment vendors, intent feeds, and comms tools

  • Set up workflows that:

    • Enrich and score accounts

    • Trigger outbound based on specific events

    • Route the right opportunities to the right reps


We don't chase "fancy for the sake of fancy". Every workflow must tie back to pipeline, velocity, or efficiency.


3. Embed an Intelligent Resourcing Pod


This is where we stop being like a typical consultancy.


We don't walk away after implementation. We build and embed a pod:

  • Clay/GTM engineer

  • Data & enrichment analyst

  • Ops / coordination support


They:

  • Maintain and evolve Clay workflows

  • Run experiments and report on impact

  • Handle the operational load your internal team shouldn't carry


They operate inside your stack, with our standards. 


According to research on sales automation, teams using AI-driven automation tools experience a 33% increase in overall efficiency, and organisations implementing automated sales engagement platforms see an 11% improvement in sales cycle efficiency alongside a 27% boost in customer engagement.


4. Scale & Govern


As the system matures, we:

  • Add new signals, segments, and plays

  • Tighten governance: documentation, alerting, SLAs

  • Link Clay data into your reporting and revops rhythms


The outcome isn't "we have Clay running". The outcome is: we have a revenue engine with a team that knows how to run it.


Where Clay Sales Automation Agencies Still Make Sense


We're opinionated, but we're not dogmatic.


There are situations where a classic Clay agency is enough.


When a Classic "Clay Agency" Is Probably Fine


If you are:

  • Early-stage

  • Single market, single ICP

  • Just trying to prove outbound can work


...then a sharp Clay agency that can spin up outbound quickly may be the right first move.


You don't need an entire GTM operating model on day one.


When You've Outgrown the Agency Model


You know you've outgrown "just an agency" when:

  • You're selling into multiple segments or geos

  • You've got SDRs drowning in admin and CRM clean-up

  • Leadership is asking real questions about CAC, efficiency, and coverage

  • Every "new campaign" feels like another layer of complexity on top of an already fragile system


At that stage, bolting on more agencies is like adding turbines to a plane mid-flight. What you need is a better airframe.


That's where an Ops Studio + Intelligent Resourcing model is more powerful than a traditional agency relationship.


Build In-House, Hire an Agency, or Partner with Intelligent Resourcing?


Here's the honest comparison.


Option 1: Build In-House


Pros:

  • Full control

  • Deep company context

  • Long-term capability (if you can keep people)


Cons:

Option 2: Hire a Clay Sales Automation Agency


Pros:

  • Faster to launch campaigns

  • Low upfront complexity

  • Often good for small, focused experiments


Cons:

  • Limited ownership of data and systems

  • Campaign-first thinking, not GTM-first

  • Ongoing dependency; hard to internalise the capability


Option 3: Ops Studio + Intelligent Resourcing (Our Model)


Pros:

Cons:

  • More strategic than "just run some campaigns"

  • Best suited for teams that are ready to think in systems, not just tactics


If your ambition is "more meetings next month", an agency can do the job. If your ambition is "a durable, scalable revenue engine", you probably need something else.


Research shows that 75% of companies report that sales automation directly contributes to revenue growth, with organisations implementing automation seeing up to a 10-20% increase in ROI.


So... Do You Really Need a Clay Sales Automation Agency?


Maybe.


But more often, what you actually need is:

  • A GTM architecture that makes sense of your data, segments, and signals

  • A Clay-powered operating layer that sits across your stack

  • An embedded team who live inside that system with you, not outside it


That's what we build.


We use Clay extensively. We're fans of the ecosystem. We just refuse to pretend that "Clay + agency" is the whole answer.


What to Do Next


If any of this feels uncomfortably familiar, there are two simple next steps:


1. Map your Clay-powered revenue engine

  • We'll walk your funnel, tech, and data flows

  • We'll show you where Clay should sit, and where your current operating model is leaking revenue


2. Design your Intelligent Resourcing 

  • We'll define the responsibilities and workflows needed to run your system

  • You get a clear view of how to move from "we run campaigns on Clay" to "we run our GTM on Clay"


You don't need another clever campaign.


You need a system (and a team) that makes Clay a structural advantage, not just a shiny tool.


Contact us to get started.


Related reading:

I'm Ronan Leonard, a Certified Innovation Officer and founder of Intelligent Resourcing. I design GTM workflows that eliminate the gap between strategy and execution. With deep expertise in Clay automation, lead generation automation, and AI-first revenue operations, I help businesses to build modern growth systems to increase pipeline and reduce customer acquisition costs. Connect on LinkedIn.

I'm Ronan Leonard, a Certified Innovation Officer and founder of Intelligent Resourcing. I design GTM workflows that eliminate the gap between strategy and execution. With deep expertise in Clay automation, lead generation automation, and AI-first revenue operations, I help businesses to build modern growth systems to increase pipeline and reduce customer acquisition costs. Connect on LinkedIn.