AGI / Account research
Data enrichment
Account research and data enrichment put real facts behind every company and contact in HubSpot. Reps walk into the first call prepared, and marketing can personalize campaigns from real data. AI agents in Clay do the research, with a source on every fact.
Book an intro callSound familiar?
Prep by hand
Reps research every first call themselves, tab by tab.
Thin records
Size, industry and tech stack are missing from HubSpot.
Facts without sources
Nobody knows where a number came from, or how old it is.
Generic campaigns
Marketing can’t personalize because the data isn’t there.
Credits spent twice
You pay to enrich records nobody will ever call.
How do we fix it?
- Week 1
Write the brief
Sales tells us what a rep needs to know before a call. That list becomes the research brief.
- Week 1
Pick the sources
We decide where each fact comes from. Free checks run first, and paid data comes last.
- Week 2
Research and write
Agents in Clay research each account and write the facts to HubSpot with a source link.
- Monthly
Refresh and spot-check
Records refresh on a schedule you set, and a person checks a sample by hand.
What lands in HubSpot?
- Account
- northstar.example
- Hiring
- 3 sales roles, source: careers page
- Team size
- 120 to 150, source: company site
- CRM
- HubSpot, source: site scan
- Funding
- Unclear, sent to a person
What have we built?
We built a Clay research and signals system for a quantum software company, with 2,460 target records and 11 enrichment providers. It tracked market signals such as patents and leadership changes.
The service behind this page is Clay lead sourcing and enrichment.
What should reps know before a call?
Tell us which accounts matter and what your reps look up by hand. We’ll show you what an agent can research for them.
Prefer writing? Email us. We reply within two working days.