Start with a comprehensive audit of your current CRM, integrations, and sales processes while interviewing top reps to understand what works and what doesn't. Split GTM responsibilities into two lanes: one owner for CRM/data health (including deduplication rules, TAM definition, and account logic) and one owner for outbound execution where Clay will sit. Prioritize data cleanliness and CRM health first, as scaling outbound efforts with poor data will just amplify existing problems. Build initial test pilots for inbound/outbound to demonstrate results and identify system limitations, then hire Clay builders to scale proven workflows across all segments.
February 2026