How should I set up Clay for insurance/displacement housing outreach before scaling to ensure credit efficiency and proper targeting?

Start with Apollo's "Find People" as your primary search using keywords like "housing," "vendor," "claims," and "relocation" rather than exact titles. Target roles like Vendor Managers, Housing Coordinators, ALE Specialists, and Claims Managers while excluding field adjusters, independent adjusters, and claims examiners. Set up a simple waterfall: Apollo → Clay Enrich Person for email verification → LeadMagic for backup emails. Use conditional logic ("Only run if") to gate enrichment on qualified titles containing your target keywords. Keep your initial table minimal with just company name, person name, title, email, LinkedIn URL, and company size. Test with 20-30 contacts first to validate the persona fit before scaling. Export only essential fields to Instantly: email, first name, company, title, and a simple AI-generated personalization snippet based on job title and company description.