Outbound Stack Set-up
The tools, configuration, and connections your team needs to run outbound—from a new setup to a rebuild of what you already use.
We set up and maintain your sales tools.
We configure your CRM, connect your prospecting and outreach tools, and automate research and admin work. We also help you hire and train an outbound team.
- One-off
implementations - Work with your
existing tools - Ongoing
support
Your tools, connected
ClayOpenAI
n8n
HubSpot
Salesforce
Slack
Examples of tools we work with
HubSpotSalesforceClayn8nSlackOpenAIClaudeGrokZapier
Clayn8nSlackOpenAIClaudeGrokZapierServices
Choose a service below, or combine several in one project. We can work with your current tools or help you choose and set up replacements.
Outbound Automation
Connect your tools and automate repetitive sales work, including research, enrichment, lead routing, CRM updates, and follow-up tasks.
Outbound Intelligence
Build a research and monitoring system that identifies suitable accounts and surfaces relevant developments in your market.
CRM Implementation & Sales Operations
Configure your CRM around how your team sells, with clear pipelines, reliable data, ownership rules, reporting, and handovers.
Managed Outbound Operations
Ongoing support to maintain your outbound systems, monitor workflows, manage data quality, and improve the operation as your needs change.
Outbound Team Setup
We help you hire, equip, and train a dedicated outbound team for your business, with clear roles, tools, and working processes.
How we work
We review the setup, agree the work, then build and test it with you.
Understand
We review your goals, current process, tools, and constraints.
Scope
We agree the deliverables, responsibilities, integrations, and boundaries before implementation.
Build and test
We configure the system, test the workflows, and review the result against the agreed requirements.
Handover or maintain
Your team receives documentation and a handover, with ongoing support available where needed.
Combined projects
Combining services
A new outbound operation may need stack configuration, automation, and CRM work together. We can combine the relevant services into one scoped project.
Discuss your requirementsProjects are quoted once we understand the requirements. Software subscriptions and third-party data costs are identified separately during scoping.
You retain ownership of your accounts, data, and agreed documentation.
Discuss your project.
Tell us about your current tools, your team, and what you need help setting up or improving.