Back to course
Clay 101: GTM Automation

Learn all the fundamentals you need to navigate Clay seamlessly when getting started

Progress

Intro to Clay 101: FETE & Jigsaw
0
Intro to Clay 101: FETE & Jigsaw
Your First GTM Use Case
1
Your First GTM Use Case
How to Experiment Inside of Clay
2
How to Experiment Inside of Clay
Finding Companies in Clay
4
Finding Companies in Clay
Finding People in Clay
5
Finding People in Clay
Finding Jobs Source + Enrichment
6
Finding Jobs Source + Enrichment
Finding Businesses with Google Maps
6
Finding Businesses with Google Maps
(Enrich) Add Data To Your Table
7
(Enrich) Add Data To Your Table
Enriching Company Data
8
Enriching Company Data
Enriching People Data
9
Enriching People Data
Enriching with Claygent
10
Enriching with Claygent
(Transform) Clean & Normalize Your Data
11
(Transform) Clean & Normalize Your Data
Transforming with AI Formulas
12
Transforming with AI Formulas
(Export) Getting Your Lists Out of Clay
13
(Export) Getting Your Lists Out of Clay
Exporting to Google Sheets
14
Exporting to Google Sheets
Exporting to CRM
15
Exporting to CRM
Where to Go Next
16
Where to Go Next

Learn and master Clay with Clay university

Featured in Clay University

All courses
/
Clay 101: GTM Automation
/
How to Experiment Inside of Clay
Lesson
2
/
17
About this lesson
00:00

Now that you understand the FETE and Jigsaw frameworks, let's talk about how to put them into practice through experimentation.

Clay is built for people who think like engineers and product teams – those who value testing, learning, and iterating. That's why we say:

Clay rewards experimentation over perfection.

The best Clay operators don't try to build a perfect workflow from scratch. They test ideas in small batches. They learn what works. And THEN they scale up.

This mindset is crucial to finding what we call "GTM alpha": Finding and executing on unique advantages in your go-to-market strategy that your competitors haven't discovered yet.

🔬 Why Experimentation Matters in GTM

The most successful GTM teams approach their work like engineers approach product development: ship something small, verify it works, then scale it.

This experimental mindset is essential because each test generates valuable insights.

When you're running experiments in Clay, you're not just sourcing data.

You are buying insights.

Every test you run teaches you something new about your market, your messaging, or your ideal customer profile.

Finding GTM alpha requires testing things others haven't tried yet. If you're only using the same standard filters and approaches as everyone else, you'll get the same results. The real advantage comes from discovering unique signals and combinations that others haven't found.

💰 Setting Up Your Clay R&D Budget

Here's my recommendation: Every GTM team should set aside what we call a "Clay R&D budget": we recommend about 10-15% of your monthly credits specifically for experimentation.

This is inspired by cultures like Google's famous "20% time," where engineers were encouraged to explore new ideas outside their regular work. Many of those experiments turned into billion-dollar products like Gmail and Google Maps.

This budget is where you test things like:

  • New messaging frameworks to see what resonates with different segments
  • Creative enrichment fields like "mentions AI on website" or "has sustainability initiatives"
  • Strategic segments such as "companies with 5+ open CS roles and no CS software in stack"
  • Signal layering that combines multiple data points for precision targeting

The key to make the most out of your Clay R&D budget is to document and share your successful experiments.

Create a library of proven plays that your team can reference and build upon. This way, every credit you spend on experimentation multiplies in value over time as you build a collection of winning strategies.

This approach dramatically increases your ROI for using Clay. Because again, you're not just getting data. You are developing proprietary GTM intelligence that only your team has discovered.

⚡ How to Optimize Your Credits

To make your experimentation budget go further, here are some practical strategies:

First, use AI Formulas whenever possible. They cost zero credits and are perfect for manipulating data you already have – like summarizing job titles or combining data from multiple columns.

Second, use the Metaprompter to get better prompts faster. Instead of burning credits on multiple prompt iterations, use the Metaprompter to craft effective prompts on the first try.

Third, consider bringing your own API keys for services like OpenAI or Anthropic. This can cut your AI costs by up to 90%.

Fourth, implement conditional runs in your workflows. Conditional runs means you'll only process rows that meet specific criteria, so you're not wasting credits on enrichments that won't yield useful results.

Next, use the Sandbox environment. Think of the Sandbox as your experimental playground where you can test enrichments without fear of burning credits. It's perfect for drafting prompts, previewing outputs, and refining your approach. Once you're confident in your setup, you can switch back to production mode to run it at scale.

Finally, always start small and scale gradually. Begin with 5 rows, then move to 50, then 500. This approach gives you multiple chances to catch issues before they become expensive mistakes.

We go into more detail on all these strategies in our AI-Powered GTM Automation course. Click here to go to the lesson.

🎯 Reframing How You Think About Credits

Don't think of credits as a scarce resource you should hoard and stuff under your mattress.

Credits are your tools for discovering GTM alpha.

So the goal isn't to save every possible credit; it's to get to the truth faster:

  • Which segment truly converts?
  • Which message actually lands?
  • Which signals really matter?

The faster you test, the faster you learn. And the faster you learn, the more valuable your Clay workflows become.

🚀 What's Coming Next

In our next lesson, we'll dive into the first step of the FETE framework—Find—and show you how to build your first table. We'll apply these experimentation principles as we go, so you can see them in action.

Let's keep building!

Next up
Clay 101: GTM Automation

Finding Companies in Clay

View next lesson