Get free Clay templates
created by a
certified Solutions Partner
Build Clay workflows in minutes not weeks
Playbooks are pre-built Clay workflows and SOPs you can duplicate and customise, from finding companies to enriching contacts - all ready to launch in minutes.
Launching early 2026.
YOUR PLAYBOOK IS READY TO LAUNCH
build a Clay workflow in just 30 minutes
1
Company Data Sources
LinkedIn, Google Maps, job posts, custom directories
2
ICP Segmentation
ICP check and industry tags from website research, signals
3
Account Level Enrichment and Scoring
Waterfall enrichments and weighted scoring
4
Find contacts at selected accounts
Multi-source discovery to maximise coverage
5
Contact Level Enrichments
Titles, emails, phone numbers, intent
6
Engage contacts
Personalized outreach via email and/or LinkedIn, send to dialers
Get free Clay templates
created by a
certified Solutions Partner
Build Clay workflows in minutes not weeks
Playbooks are pre-built Clay workflows and SOPs you can duplicate and customise, from finding companies to enriching contacts - all ready to launch in minutes.
Launching early 2026.
YOUR PLAYBOOK IS READY TO LAUNCH
build a Clay workflow in just 30 minutes
1
Company Data Sources
LinkedIn, Google Maps, job posts, custom directories
2
ICP Segmentation
ICP check and industry tags from website research, signals
3
Account Level Enrichment and Scoring
Waterfall enrichments and weighted scoring
4
Find contacts at selected accounts
Multi-source discovery to maximise coverage
5
Contact Level Enrichments
Titles, emails, phone numbers, intent
6
Engage contacts
Personalized outreach via email and/or LinkedIn, send to dialers
Get free Clay templates
created by a
certified Solutions Partner
Build Clay workflows in minutes not weeks
Playbooks are pre-built Clay workflows and SOPs you can duplicate and customise, from finding companies to enriching contacts - all ready to launch in minutes.
Launching early 2026.
YOUR PLAYBOOK IS READY TO LAUNCH
build a Clay workflow in just 30 minutes
1
Company Data Sources
LinkedIn, Google Maps, job posts, custom directories
2
ICP Segmentation
ICP check and industry tags from website research,
signals
3
Account Level Enrichment and Scoring
Waterfall enrichments and weighted scoring
4
Find contacts at selected accounts
Multi-source discovery to maximise coverage
5
Contact Level Enrichments
Titles, emails, phone numbers, intent
6
Engage contacts
Personalized outreach via email and/or LinkedIn, send to dialers
Clay Playbook has powered GTM teams from
Clay Playbook has powered GTM teams from
Clay Playbook has powered GTM teams from
The Playbook Library
Build quicker with plug-and-play templates for every Clay workflow
Choose from modular Playbooks - pre-built workflows with SOPs you can duplicate, adapt, and run in Clay without the guesswork.
+ Request a custom Playbook
The Playbook Library
Build quicker with plug-and-play templates for every Clay workflow
Choose from modular Playbooks - pre-built workflows with SOPs you can duplicate, adapt, and run in Clay without the guesswork.
+ Request a custom Playbook
The Playbook Library
Build quicker with plug-and-play templates for every Clay workflow
Choose from modular Playbooks - pre-built workflows with SOPs you can duplicate, adapt, and run in Clay without the guesswork.
+ Request a custom Playbook
How it works
Clay Playbooks enables you to scale smarter with expert-built workflows.
Clay Playbooks enables you to scale
smarter with expert built workflows.
Clay Playbooks enables you to scale smarter with expert-built workflows.
What is a Clay Playbook?
Clay Playbooks are built using interchangeable and modular workflows.
← back
5
Contact Level Enrichment
4
Find Contacts and select
top X contacts per company
3
Company Level
Enrichment and Scoring
ICP Check
and Segmentation
2
LinkedIn Company Search
1
Google Maps
Company Search
1
Try out the interactive demo!
What is a Clay Playbook?
Clay Playbooks are built using interchangeable and modular workflows.
← back
5
Contact Level Enrichment
4
Find Contacts and select
top X contacts per company
3
Company Level
Enrichment and Scoring
ICP Check
and Segmentation
2
LinkedIn Company Search
1
Google Maps
Company Search
1
Try out the interactive demo!
What is a Clay Playbook?
Clay Playbooks are built using interchangeable and modular workflows.
← back
5
Contact Level Enrichment
4
Find Contacts and select
top X contacts per company
3
Company Level
Enrichment and Scoring
ICP Check
and Segmentation
2
LinkedIn Company Search
1
Google Maps
Company Search
1
Try out the interactive demo!
What is a Clay Playbook?
Clay Playbooks are built using interchangeable and modular workflows.
← back
5
Contact Level Enrichment
4
Find Contacts and select
top X contacts per company
3
Company Level
Enrichment and Scoring
ICP Check
and Segmentation
2
LinkedIn Company Search
1
Google Maps
Company Search
1
Try out the interactive demo!
5
Contact Level Enrichment
4
Find Contacts and select
top X contacts per company
3
Company Level
Enrichment and Scoring
What is a Clay Playbook?
Clay Playbooks are built using interchangeable and modular workflows.
← back
ICP Check
and Segmentation
2
LinkedIn Company Search
1
Google Maps
Company Search
1
Try out the interactive demo!
Build your next Clay workflow in 3 easy steps
1. Describe your ICP & Persona
Get started by providing a company, ICP, and persona details.
2. Choose your data sources
Select from sources like LinkedIn, Clutch, Google Maps, or job boards.
3. Launch your Playbook
Run a complete workflow with SOPs, Clay templates, and Loom walkthroughs.
Build your next Clay workflow in 3 easy steps
1. Describe your ICP & Persona
Get started by providing a company, ICP, and persona details.
2. Choose your data sources
Select from sources like LinkedIn, Clutch, Google Maps, or job boards.
3. Launch your Playbook
Run a complete workflow with SOPs, Clay templates, and Loom walkthroughs.
Build your next Clay workflow in 3 easy steps
1. Describe your ICP & Persona
Get started by providing a company, ICP, and persona details.
2. Choose your data sources
Select from sources like LinkedIn, Clutch, Google Maps, or job boards.
3. Launch your Playbook
Run a complete workflow with SOPs, Clay templates, and Loom walkthroughs.
Why use Clay Playbooks?
Turn Clay’s complexity into simple, modular and ready-to-run workflows
Build the workflows you need without the trial-and-error. Answer a few simple questions about your ICP and get a custom made template. Or pick one of ours, tweak it, and hit go.
campaigns not repeatable
No Email Found
workflows keep breaking
hours wasted on workflows
Out of credits...
Building in Clay
the hard way
Complex workflows take weeks
Low contact finding coverage from one provider
Credits burned on inefficient enrichments
Each workflow is built from scratch
Ad hoc workflows that break when making changes
campaigns now repeatable with Playbooks
Find Work Email
✅ joel@clayplaybook.com
time to build workflow
build with expert-made templates
Credits
Clay Playbook
598,905.8 available / 600K
Building in Clay
with Playbooks
Entire lead-gen systems built in 20 minutes
Built-in waterfalls increase contact data coverage
Workflows optimised for efficient credit usage
Build on top of templates made from years of experience
Modular, adapatable and expandable
Why use Clay Playbooks?
Turn Clay’s complexity into simple, modular and ready-to-run workflows
Build the workflows you need without the trial-and-error. Answer a few simple questions about your ICP and get a custom made template. Or pick one of ours, tweak it, and hit go.
campaigns not repeatable
No Email Found
workflows keep breaking
hours wasted on workflows
Out of credits...
Building in Clay
the hard way
Complex workflows take weeks
Low contact finding coverage from one provider
Credits burned on inefficient enrichments
Each workflow is built from scratch
Ad hoc workflows that break when making changes
campaigns now repeatable with Playbooks
Find Work Email
✅ joel@clayplaybook.com
time to build workflow
build with expert-made templates
Credits
Clay Playbook
598,905.8 available / 600K
Building in Clay
with Playbooks
Entire lead-gen systems built in 20 minutes
Built-in waterfalls increase contact data coverage
Workflows optimised for efficient credit usage
Build on top of templates made from years of experience
Modular, adapatable and expandable
Why use Clay Playbooks?
Turn Clay’s complexity into simple, modular and ready-to-run workflows
Build the workflows you need without the trial-and-error. Answer a few simple questions about your ICP and get a custom made template. Or pick one of ours, tweak it, and hit go.
campaigns not repeatable
No Email Found
workflows keep breaking
hours wasted on workflows
Out of credits...
Building in Clay
the hard way
Complex workflows take weeks
Low contact finding coverage from one provider
Credits burned on inefficient enrichments
Each workflow is built from scratch
Ad hoc workflows that break when making changes
campaigns now repeatable with Playbooks
Find Work Email
✅ joel@clayplaybook.com
time to build workflow
build with expert-made templates
Credits
Clay Playbook
598,905.8 available / 600K
Building in Clay
with Playbooks
Entire lead-gen systems built in 20 minutes
Built-in waterfalls increase contact data coverage
Workflows optimised for efficient credit usage
Build on top of templates made from years of experience
Modular, adapatable and expandable
Testimonials
Hear from teams already
scaling with Clay Playbooks
See how teams are saving weeks of setup and running smarter workflows with Clay Playbooks.
Verified review
Within a month of working with Joel, he had not only automated the Outbound workflows he was originally tasked with, but also all our inbound flows. 18 months later, the Clay workflows have generated $250k in revenue for my business from cold outbound, and he’s even built an outbound M&A target workflow for me that I have used to buy engineering companies in the UK!
Andrew Dunn
Co-Owner @ Rampd
Verified review
Before working with Joel, I knew Clay had the potential to help my business, but I didn’t know how to actually apply it; Joel taught me the platform in a way that finally clicked and helped me use it confidently across my own companies. Once I saw the power of Clay through Joel’s guidance, I knew it had to be part of Automate to Accelerate, the program where I teach business leaders how to use AI and automation to scale more efficiently, and he has since helped me teach Clay to more than 150 business leaders in the program.
Callan Faulkner
Co-Founder @ The Uncommon Business
Testimonials
Hear from teams already
scaling with Clay Playbooks
See how teams are saving weeks of setup and running smarter workflows with Clay Playbooks.
Verified review
Within a month of working with Joel, he had not only automated the Outbound workflows he was originally tasked with, but also all our inbound flows. 18 months later, the Clay workflows have generated $250k in revenue for my business from cold outbound, and he’s even built an outbound M&A target workflow for me that I have used to buy engineering companies in the UK!
Andrew Dunn
Co-Owner @ Rampd
Verified review
Before working with Joel, I knew Clay had the potential to help my business, but I didn’t know how to actually apply it; Joel taught me the platform in a way that finally clicked and helped me use it confidently across my own companies. Once I saw the power of Clay through Joel’s guidance, I knew it had to be part of Automate to Accelerate, the program where I teach business leaders how to use AI and automation to scale more efficiently, and he has since helped me teach Clay to more than 150 business leaders in the program.
Callan Faulkner
Co-Founder @ The Uncommon Business
Testimonials
Hear from teams already
scaling with Clay Playbooks
See how teams are saving weeks of setup and running smarter workflows with Clay Playbooks.
Verified review
Within a month of working with Joel, he had not only automated the Outbound workflows he was originally tasked with, but also all our inbound flows. 18 months later, the Clay workflows have generated $250k in revenue for my business from cold outbound, and he’s even built an outbound M&A target workflow for me that I have used to buy engineering companies in the UK!
Andrew Dunn
Co-Owner @ Rampd
Verified review
Before working with Joel, I knew Clay had the potential to help my business, but I didn’t know how to actually apply it; Joel taught me the platform in a way that finally clicked and helped me use it confidently across my own companies. Once I saw the power of Clay through Joel’s guidance, I knew it had to be part of Automate to Accelerate, the program where I teach business leaders how to use AI and automation to scale more efficiently, and he has since helped me teach Clay to more than 150 business leaders in the program.
Callan Faulkner
Co-Founder @ The Uncommon Business
Complex build in mind?
Let’s tackle it together
Clay Playbook is an agency that’s helped solo founders to $500M+ companies master Clay. Whether it’s coaching or custom workflows, we'll show you how to save time, scale outreach, and get results faster.
Complex build in mind?
Let’s tackle it together
Clay Playbook is an agency that’s helped solo founders to $500M+ companies master Clay. Whether it’s coaching or custom workflows, we'll show you how to save time, scale outreach, and get results faster.
Complex build in mind?
Let’s tackle it together
Clay Playbook is an agency that’s helped solo founders to $500M+ companies master Clay. Whether it’s coaching or custom workflows, we'll show you how to save time, scale outreach, and get results faster.
FAQs
Questions? We've got answers.
Everything you need to know about Playbooks, plus how we can support you directly if you need custom workflows or coaching.
What is Clay Playbook?
How is Clay Playbook different from other Clay templates?
Who is Clay Playbook for?
What’s included in the done-for-you service?
What does a consulting or coaching session include?
How long does it take to see results?
What kind of results can I expect?
FAQs
Questions? We've got answers.
Everything you need to know about Playbooks, plus how we can support you directly if you need custom workflows or coaching.
What is Clay Playbook?
How is Clay Playbook different from other Clay templates?
Who is Clay Playbook for?
What’s included in the done-for-you service?
What does a consulting or coaching session include?
How long does it take to see results?
What kind of results can I expect?
FAQs
Questions? We've got answers.
Everything you need to know about Playbooks, plus how we can support you directly if you need custom workflows or coaching.
What is Clay Playbook?
How is Clay Playbook different from other Clay templates?
Who is Clay Playbook for?
What’s included in the done-for-you service?
What does a consulting or coaching session include?
How long does it take to see results?
What kind of results can I expect?