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Accept the calendar invite we just emailed you so you don’t miss the call.
RevOps & CRM · CRM, inbound, ABM & RevOps
They’ll show you how we work and what to expect, so we can make the most of our time together.
inConnect with Tim on LinkedIn. Get a feel for who he is and what Unlock GTME is all about before your call. Looking forward to chatting!STEP 01
A quick intro from Tim: who we are, what your free CRM audit covers, and what happens after it.
[VIDEO: intro from Tim, 2 to 3 min]
Who we are · what the CRM audit is · what happens next
STEP 02
Watch these 3 short videos in order.
1. Why most CRMs stop being trusted, and what fixing it looks like
[VIDEO]
2. How a 30-day CRM or RevOps pilot runs, from audit to handover
[VIDEO]
3. A real before and after CRM clean-up
[VIDEO]
STEP 03
Short answers to the questions RevOps and sales leaders ask us most.
Do I need to switch CRM?
How do you handle our data and duplicates?
What is the free CRM audit?
Who needs to be involved on our side?
STEP 04
The problem
What we do
1.
Audit. We show you exactly what's broken and what it's costing you.
2.
Fix. We dedupe, enrich, segment and tier every account and contact, in a sandbox first.
3.
Hand over. Docs, video walkthroughs and refresh workflows, so it stays clean.
Proof
100+
GTM implementations delivered
4.9/5
average rating from 136+ B2B clients
Clay Artisan Partner
official Clay agency partner
[PROOF: CRM case study 1, before and after. Case study link still owed]
[PROOF: CRM case study 2 or testimonial, plus a screenshot of a cleaned-up pipeline]
STEP 05
One CRM your whole team trusts: duplicates merged, dead contacts fixed, every account and contact enriched and tiered 1, 2 and 3, and reporting that finally adds up. Your reps know exactly who to call first.
The audit is free and takes 20 minutes. The pilot runs for 30 days: sandbox build in week 1, your review in week 2, full rollout in week 3 and handover in week 4.
No. We don't guarantee outcomes. What we do commit to: a clear scope, success measures agreed up front, you approve changes before they touch live data, and you own the result.
Yes. We build in a sandbox first and send you a side-by-side of enriched versus original records. Nothing writes to your live CRM until you sign off, and every batch goes through human and AI checks.
About two hours in week 1 to agree scope and give us access, then a 30-minute review each week. We need admin access to the CRM, a decision maker, and someone who knows the current setup.
It's built for B2B teams with a live CRM that people don't trust, and someone who can sign off. If the audit shows we're not the right fit, we'll tell you straight.
[PLACEHOLDER: confirm list, e.g. HubSpot, Salesforce, Attio, Pipedrive]
Your existing tools stay as they are. Where outbound or inbound email is part of the work, you only pay for email infrastructure (domains and mailboxes). [PRICE: any CRM licences or add-ons]
You do. It's built in your Clay workspace and your CRM. The tables, logic and documentation are yours, with no licence to keep paying.
The audit is free. 30-day pilots start from $2,999 (CRM, RevOps or Inbound). Bigger projects, migrations or multiple CRMs get one fixed custom price, scoped on the audit.
Still got a question? Message Tim on LinkedIn and he'll answer before the call.
Message Tim on LinkedInSTEP 06
Bring anyone involved in the decision (head of sales, RevOps lead, founder or CEO).
Be ready to tell us which CRM you use, who owns it, your biggest data or reporting headache, and which tools are connected to it.
Give us read-only access to the CRM if you're comfortable with it. [confirm]
Fill in the short form: [PLACEHOLDER: CRM scoping form link]
1.
We send the audit findings and a pilot proposal. [timing]
2.
If it makes sense, you sign and we start the 30-day pilot. [payment terms]
3.
We work through the plan in a sandbox and you approve each change.
4.
We hand over with docs, video walkthroughs and refresh workflows.
STEP 07
Our team's time is valuable and we keep this slot just for you.
If something comes up, please reschedule in advance.
Be on time, focused and ready to talk about your CRM. 30 minutes with us could change how your whole team sells this year.
