Sales dev

The only agency with Clay + Microsoft expertise

Marketing Copilot helps companies prepared to rethink their approach to sales and marketing by implementing a modern lead generation engine that never sleeps.

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Marketing Copilot is trusted by leading Partners

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Neal Cranna

Vice President Marketing

"Adopting Clay changed how we handle contact data, signal monitoring, and account-based marketing. Marketing Copilot already understood the Microsoft channel: which accounts matter, what counts as a buying signal, and where partners fit into a deal. They built that knowledge into our Clay workflows from the start. New leads land in HubSpot with a reason to reach out attached, so nobody on our team has to open Clay."

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Kelly Mazur

Marketing Director

"Marketing Copilot works like part of our team. They already knew the Microsoft partner channel, so we skipped the learning curve and went straight to the work, from defining our buyer personas to writing our copy. Together we built the marketing foundation Evenica runs on. More buyers know who we are, we have new capabilities, and our sales cycle is shorter."

What you get

A 3-month Clay implementation to future-proof your lead generation system

Get a focused 90-day Clay build with our team to source your target market, clean up the CRM behind it, and turn buying signals into a working queue your reps act on every morning.

Deliverable

Month 1

A bespoke list of every prospect

We build your total addressable market from the ground up, scored and enriched with verified emails, linkedin data, and intent signals. Integrate directly with your CRM or export as a spreadsheet.

Deliverable

Month 2

A CRM your team can trust

We clean your CRM and map the fields your reporting depends on. Triage contacts who left their jobs, duplicate records, and missing data. New leads route to the right rep automatically and records update themselves.

Deliverable

Month 3

A system for qualified leads

We work with you to determine what a buying signal looks like in your market. When a signal fires, we research the company/contacts and gather all the context. Your team gets a live queue of leads that refreshes itself.

Starting at

$25,000

Pricing comes down to complexity, and complexity comes down to segments. A company selling one product to one kind of buyer is a different build than one running four segments across ISVs, resellers, and end customers, each needing its own list, scoring model, and signals. We'll scope it off your intake and quote a fixed monthly fee before we start.

How it works

Here's exactly how we deliver your results

Getting started

Send us your ideal customer profile (ICP) in writing, your five best customers and what they have in common, who you don't sell to, and any signals you already watch. We review it, confirm we can build from what you've given us, and tell you before week one if there are gaps.

Optional workshop: If your ICP isn't settled, Marie Wiese will run a workshop to verify who you sell to, what makes you different from the other partners in your category, and what a real buying signal looks like in your market.

Month 1: Your Market

Week 1: Sourcing starts

We review your intake and start building your total addressable market from the ground up against your ICP definition. No discovery phase, no delay.
Yours: CRM access, and name the one person on the sales side who'll own this.
Week 2: First impressions


First-pass account list back to you on a 30-minute call. You tell us what's missing and what doesn't belong. While we're in there, we work out what a buying signal looks like in your market — easier with real accounts on screen than in the abstract.
Week 3: Buying groups found


Every account gets the three or four people who have to agree, not one contact. Verified emails, LinkedIn profiles, role context for each.
Week 4: Scored and delivered


Accounts ranked against your best customers, with the scoring logic written down so you can argue with it. Lands in your CRM or as a spreadsheet.

Month 2: Your CRM

Week 5: Audit


We map what's in your CRM today against what your reporting actually needs. You make four calls: what counts as in-scope, whether departed contacts get retired or deleted, who owns the records we can't resolve, and how often we refresh.
Week 6: Cleanup


Dead contacts, duplicates, and missing data cleared out. Departed contacts flagged rather than deleted, so you keep the history.
Week 7: Wiring


Routing rules live. New leads enrich themselves on the way in and land with the right rep automatically.
Week 8: Reporting


Dashboards built, and the fields your pipeline reporting depends on are populated and staying that way.

Month 3: Your Queue

Week 9: Monitoring live

We turn on tracking for the signals defined in week 2 and confirm they're firing on real accounts before anyone sees them.
Week 10: Routing


Each signal becomes a task for the right rep, with context and a suggested opening attached. We pilot with one rep first to make sure the context is enough to act on.
Week 11: Team live


One training session with your sales team, then the full queue goes on.
Week 12: 90-day review


What's running, what it costs to run monthly, what it replaced, and the recommended plan for the next quarter.

Case studies

See how the fastest growing companies use Clay

Consider yourself "ai-native"? Prove it by adopting a modern approach to sales and marketing

There's a new way to go-to-market. Let Marketing Copilot guide you through the era of AI with data infrastructure that fundamentally changes the definition of a lead and how you engage with them.

FAQ

Frequently Asked Questions

What is Clay?

Clay is a data platform that finds companies and contacts, enriches them from multiple sources, and pushes the results into your CRM. Instead of buying a static database, you build live lists that update themselves and trigger actions when something changes at an account.

What tools does Clay replace?

Most teams consolidate their contact database, email verification, enrichment, and job-change monitoring into Clay — commonly ZoomInfo or Apollo, a separate verification tool, and whatever they were using for alerts. Sales Navigator usually stays, since reps live in it.

How much does a Clay implementation cost?

We price by complexity, which comes down to how many segments you need built and monitored. One product sold to one kind of buyer is a smaller build than four segments across ISVs, resellers, and end customers, each with its own list, scoring model, and signals. You get a fixed monthly fee quoted off your intake before we start.

Do we need our own Clay subscription?

Yes. The workspace is yours, on your plan, and you keep it if we stop working together. Clay credits are billed by Clay directly, separate from our fee, so you always know what you're paying us for. We'll estimate your monthly credit usage during scoping.

Does Marketing Copilot only serve the Microsoft Ecosystem?

No! While we have a specific expertise in the Microsoft space, we serve technology companies within and outside of the Microsoft space. We also offer monthly consulting services for any business seeking to grow.

How long does it take?

Ninety days to build. Month one is your market, month two is your CRM, month three is signal monitoring and routing. After that it's an operating program — refreshing data, expanding segments, and reporting on what your team did with what came through.

What do we need to have ready before starting?

A written ideal customer profile, your five best customers and what they have in common, who you don't sell to, CRM access, and one named person on the sales side who owns acting on what the system produces. If your ideal customer profile isn't settled, we recommend starting with the workshop instead.

Which CRMs do you work with?

HubSpot, Salesforce, and Dynamics primarily. Clay writes to all 3 natively. If you're on something else, it can connect over API, though that adds scoping time.

Will Clay work for Microsoft partners specifically?

Yes, and it's most of what we do. ISVs, Dynamics 365 partners, CSPs, MSPs, and SIs all have the same problem: the buying group spans the partner and the end customer, and the partner channel churns constantly. Clay handles both, mapping buying groups across accounts and catching job changes as people move between VARs.

What happens after 90 days?

Most clients continue on a monthly program: data refresh, new accounts enriched as they appear, scoring recalculated, and reporting on signals fired and acted on. Some expand into new segments or outbound execution. If you'd rather run it yourself, you keep everything we built.

How accurate is the data?

Clay waterfalls across multiple providers rather than relying on one, so match rates are higher than any single database. We report match rates by provider so you can see what you're getting. Emails are verified before they reach your CRM, and catch-all domains are flagged as unverifiable rather than passed off as valid.