Build a prospecting system that gets better as you use it.
The Reachloom team builds and improves Clay workflows for research, enrichment, qualification, and prospecting, then keeps refining them against real campaign needs and results.
Built around your ICP, workflow, and existing GTM stack.
WORKFLOW BUILT IN YOUR CLAY WORKSPACE
DESIGNED + MANAGED BY THE REACHLOOM TEAM
Outreach-ready record
Your GTM tools have plenty of data. The hard part is making it usable.
Most prospecting workflows are not broken because teams lack tools. They break because research, enrichment, qualification, and handoffs happen in different places with different rules.
Too much manual research
Your team is jumping between company websites, professional profiles, search results, and spreadsheets one prospect at a time.
More data than decisions
You can enrich dozens of fields, but still have no clear logic for which accounts or people deserve attention.
Disconnected workflows
Research, enrichment, outreach, and CRM all operate differently, making the handoff inconsistent and hard to repeat.
A Clay workflow built around how your team actually prospects.
We start with the outcome you need, then build only the research, enrichment, qualification, and handoff steps required to get there.
Research
Useful public company and professional context — news, hiring, new leadership, public initiatives, role changes, or funding when relevant.
Enrichment
Account, contact, role, and useful data enrichment using the providers available in your stack.
Qualification
Practical KEEP / REVIEW / EXCLUDE rules so clearly irrelevant records do not continue through the workflow.
Workflow + handoff
Clean records prepared for outreach, CRM, spreadsheets, or other downstream workflows.
We use relevant public and third-party context where legitimately available. We do not treat every signal as proof of buying intent.
Built by a team that has actually operated outbound.
Research, enrichment, and qualification only matter if the records that come out are actually usable — consistent, repeatable, and ready for outreach.
See more client storiesBuilt quickly. Improved continuously.
We do not spend a month setting up a workflow. We get the first version working early, use it on real accounts, and improve the parts that matter as the campaign evolves.
Build
Build the initial workflow and get the foundation working.
Launch
Put it to work on real accounts and real campaign needs.
Learn
See where research, data quality, qualification, or handoffs are weak.
Improve
Refine the workflow and put the better version back into use.
- Repeat
The value of a longer engagement is not slower delivery. It gives us enough time to build, use, learn, and improve.
- Workflow building
- Testing
- Ongoing refinement
- Working sessions throughout the engagement
Not a slide deck. A working system we stay involved with.
Working workflows
Clay workflows configured around the agreed GTM use cases.
Research + qualification logic
The enrichment, research, filtering, and qualification logic the workflow needs.
Clean handoffs
Useful fields structured for outreach, CRM, spreadsheets, or downstream use.
Ongoing testing + improvement
QA, refinements, review sessions, and practical workflow documentation where useful.
- already use Clay or want to use it properly
- still perform too much prospect research manually
- need repeatable enrichment and qualification
- want someone to stay involved and improve the workflow
- you only want a tiny one-off task
- you want proprietary intent software
- you need a custom SaaS application
Before we build.
Usually, yes. The workflow is built around your Clay environment, and your Clay plan affects which providers and features are available.
No. Clay credits, enrichment-provider costs, software subscriptions, and other third-party usage remain with your accounts unless we agree otherwise.
We aim to get the initial workflow working early in the engagement. The longer working relationship is for using it, learning from it, and improving it — not spending weeks discussing setup.
Yes. We can build around an existing account list, CRM export, prospect list, or another structured source where appropriate.
If ongoing support continues to make sense, we can continue improving workflows, building new use cases, supporting GTM engineering needs, or helping manage outbound execution.
Stop rebuilding the same prospecting process by hand.
Tell us what your team is trying to accomplish. The Reachloom team will help determine what should be built, what should stay simple, and where Clay can remove unnecessary manual work.