Case Studies
See how we’ve helped B2B companies transform their outbound operations and achieve remarkable results with Clay automation.
CEO of Captios Partners
SaaS
Challenge
Time-consuming manual outreach processes with low reply rates and poor lead quality. Struggling to scale outbound operations efficiently.
Solution
Implemented comprehensive Clay automation with 78+ data enrichment sources, built custom workflows for prospect identification, and created personalized multi-channel sequences.
Results
Generated 78 qualified leads in just one week, including a $1.2 million opportunity that required temporarily pausing campaigns to manage the influx of prospects.
“The results were so overwhelming that we had to pause our campaigns to handle all the incoming leads. This is exactly the problem we wanted to have.”
– David Pelsoci, CEO of Captios Partners
Engineering Project Staffing Manager
Engineering Staffing
Challenge
Inconsistent lead flow and difficulty reaching engineering decision-makers in a competitive talent acquisition market.
Solution
Developed targeted Clay workflows focusing on engineering leadership personas, implemented intent signal tracking, and created technical content-based sequences.
Results
Achieved 6+ qualified leads per day with consistent ongoing results and 3.2x improvement in reply rates from engineering executives.
“The consistency is what impressed me most. We went from feast or famine to a steady pipeline of 6+ leads every single day.”
– Mike Jones, Engineering Project Staffing Manager
Founder & CEO, FullEnrich
Data Enrichment SaaS
Challenge
Despite years of experience, cold email campaigns were yielding poor results and consuming too much time that should be focused on product development.
Solution
Built comprehensive GTM automation system with Clay, implemented advanced deliverability protocols, and created data-driven personalization at scale.
Results
Achieved 91% better response rates than industry average while freeing up founder time for strategic initiatives. Successfully raised $2M Series A.
“91% better response rates than industry average freed up my time to focus on strategic growth while the team handles all technical aspects perfectly.”
– Sarah Chen, Founder & CEO
Director of Business Development
Ad Fraud Prevention
Challenge
Manual outreach was taking significant effort with minimal meeting conversion rates, making it difficult to justify sales team time investment.
Solution
Implemented automated Clay-based prospecting with advanced targeting for marketing technology decision-makers and built sophisticated follow-up sequences.
Results
Secured nearly 15 meetings in just two weeks with a 100% increase in meeting rate while requiring significantly less manual effort from the sales team.
“100% increase in meeting rate with significantly less work required. Our sales team can now focus on closing deals instead of prospecting.”
– James Rodriguez, Director of Business Development
VP of Sales
Healthcare Tech
Challenge
Healthcare industry presents unique outreach challenges with strict compliance requirements and hard-to-reach decision-makers.
Solution
Created HIPAA-compliant automation workflows, developed healthcare-specific messaging frameworks, and implemented multi-touch sequences for long sales cycles.
Results
Successfully broke through initial contact barriers with automation, outperforming previous manual methods by 2-3x in the challenging healthcare sector.
“Breaking through in healthcare is notoriously difficult, but this automation approach outperformed our previous methods by 2-3x.”
– Dr. Amanda Foster, VP of Sales
Head of Growth
Financial Services
Challenge
Needed to reach CFOs and financial decision-makers at enterprise companies while maintaining high personalization standards required for financial services.
Solution
Built enterprise-focused Clay workflows with financial data integration, created executive-level messaging templates, and implemented account-based sequences.
Results
Generated 45 qualified meetings with C-level executives in Q1, leading to $3.2M in pipeline and 8 closed deals worth $890K.
“The quality of meetings we’re getting with CFOs and finance executives has never been higher. Pipeline quality improved dramatically.”
– Robert Kim, Head of Growth
Join the companies already achieving 2.4x better reply rates and generating millions in pipeline with our Clay automation.
