Clay Templates

Detect Expansion Signals and Upsell Existing Customers

Your best leads are often your existing customers - if you can spot when they’re ready for more. Use Clay to monitor funding rounds, hiring surges, or traffic growth in your customer base. These expansion signals indicate accounts that are scaling and likely need more of your product. Enrich with newly hired decision-makers, then sync to Salesforge to trigger upsell or cross-sell sequences automatically. By connecting real-time growth data with automated outreach, you’ll catch expansion opportunities at the perfect moment.

Use Cases:

  • Account management
  • Revenue expansion
  • Upsell or cross-sell automation

Blending Humans & AI Agents

Scale your outreach without scaling your team by programmatically sending unique messages and maximizing pipeline coverage by hiring AI Agents.
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Every Aspect of Successful Outreach, Covered ✅

Easily automate your human team’s work and blend in AI Agents to maximize sales pipeline coverage.
Step 1
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Without the Forge
Find the leads
Enrich the contacts
Set up domains
Set up DKIM,
DMARC, SPF records
Create mailboxes
Boost deliverability
Monitor domain reputation
Maximize your mailbox Heat Score™
Verify emails
Set up sequences
Monitor replies
Optimize performance
Reply to emails
Manage all mailboxes
Book meetings and calls
Pipeline
Close the Deal
With the Forge
100 Free Credits
Pipeline
Integrated with CRMs

Frequently asked questions

If we don’t answer your question below, please contact us via chat

Can I mark up the pricing to increase my revenue?

Yes, the pricing is yours to decide on. You can mark up the price as you see fit.

What are the payment cycles I can offer to my clients?

Currently, we offer quarterly or annual payment cycles.

Which payment systems do you support?

At the moment we offer payments via Stripe only.

Do I need to pay a fee to join this program?

There are no costs to join the program, including hidden costs.