ViewIn Advisory

Monthly retainers can feel safe… Until you start wondering what you’re actually getting in return At ViewIn Advisory we take a different path. We’re a GTM implementation firm, and one of the leading Clay agency But unlike most, we don’t believe in locking clients into recurring monthly fees Every engagement we take on is project based, and has: → a clear start → a clear finish → well defined deliverables That means no open ended timelines, no ambiguous value, and no “we’ll get to it next month” conversations For businesses, this means you’re paying for outcomes, not just effort For agencies still running on retainers, if your model delivers real value consistently, it will always have a place But if clients are questioning the ROI, it might be time to rethink the approach. The GTM space in 2025 is crowding (or already crowded???) New tools are “vibe coded” and launched every day Companies don’t need bloated tech stacks, they need clarity, execution, and growth That’s what we bring. GTM strategy that fits your business. Agentic AI workflows that scale with your team. Tech stacks that drive real results Less retainer. More results. That’s how we do it at ViewIn. #GTM #GrowthStrategy #AgenticAI #Clay #TechStack #RevenueGrowth

Things are heating up fast @ ViewIn Advisory (and we're expanding) We're looking to hire 1-2 Clay wizards 🧙 Must be based in the U.S, Canada or Mexico Over the past year at ViewIn (the Claygency / GTM consulting & implementation firm I cofounded in 2023) we've developed some amazing clients And they keep on coming back for more projects with us (yes, we love you all too) 🫡 It's because our team knows how to build absolute legendary clay tables and GTM motions So, where am I going with this? When it comes to what we do... customer success is our only goal That means providing beyond exceptional value, service, and support This can only be accomplished by having deep knowledge and experience in building out GTM workflows, and having first hand experience being in the sales "trenches" If you are interested, find a way to surprise us We love creativity (hint hint) ------------------------------ Like, comment, and repost to help someone in your network that you think could be a good fit

If you're not using these Top 5 INSANE Clay enrichments in your outbound flows, you're lagging behind → Webflow - Personalized landing pages → Sendspark - Create and send personalized AI-videos → Reddit, Inc. - Track subreddits and comments →X - Track recent tweets from a person or a company page → RSS Feeds - Pull any data in an RSS feed, and build your workflows (we used this for creating blog posts at scale) Have you tried these out yet? We're seeing some crazy buying signals with these.... the results speak for themselves

A year ago, ViewIn was doing < $10k MRR. As a consulting firm and agency, those are some tough times when trying to keep the team happy (we were losing cash fast...) Today we're generating $50k+ in monthly pipeline. Here's how we turned things around ⇓ 1️⃣ We stopped trying to help everyone with everything Learning quickly that leaning into 2 to 3 areas of expertise helps us win more clients faster That is, we changed our approach from "a Business and Start Up Consulting Firm" to a "Go to Market Implementation and Strategy Agency" where our focus is on: 1. Implementing GTM Tech Stacks 2. Building GTM processes 3. Leveraging Clay workflows and teaching our clients how to use it effectively 2️⃣ We doubled down on the demand channels that we know work Experimentation is great, initially. But its a huge time suck. We stopped trying to change our approach, and 2x'd our efforts into acquiring new clients with the channels that we know worked 100% Learning how to pivot quickly if something isn't working is an art because things take time. Only you know how effective your lead generation channels are for your niche. 3️⃣ We realized our ICP was plain WRONG, and shifted We spent more time educating decision makers about what GTM is instead of having focused conversations about GTM challenges. Our approach shifted to talking to sales and marketing agencies who knew exactly what their GTM pain points are, and using the time in meetings to find solutions and discuss how Clay will help them grow faster and more efficiently. What is one thing you've done or shifted to help you grow and generate more pipeline (and cold hard $$$)?

I've been helping teams automate their GTM workflows for years, and one capability that consistently amazes clients is building custom APIs in Clay. If you're unfamiliar with this powerful no-code automation tool, you're missing out big time. Recently, I walked a client through this process and saw their eyes ✨ as they realized the possibilities. Here's how you can us custom APIs in Clay to do what you want, faster: 1️⃣ 𝗕𝗿𝗲𝗮𝗸 𝗳𝗿𝗲𝗲 𝗳𝗿𝗼𝗺 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗹𝗶𝗺𝗶𝘁𝗮𝘁𝗶𝗼𝗻𝘀 Stop letting third-party tool restrictions hold you back With Clay's HTTP API enrichment, you can create endpoints that serve your specific needs, whether that's retrieving enriched data or triggering complex workflows. 2️⃣ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗽𝗿𝗲𝘃𝗶𝗼𝘂𝘀𝗹𝘆 𝗶𝘀𝗼𝗹𝗮𝘁𝗲𝗱 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 Clay excels at being the bridge between tools that don't naturally talk to each other. Custom APIs let you: Pull data from your proprietary database into your marketing stack Send enriched prospect data to your sales team's outreach tools Update customer records across multiple platforms simultaneously 3️⃣ 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝘄𝗶𝘁𝗵 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 The beauty of Clay's approach is how it combines data enrichment with automation logic: Create endpoints that not only deliver data but transform it Build decision trees that process information before sending it downstream Set up conditional logic that adjusts based on the data received 4️⃣ 𝗦𝗰𝗮𝗹𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 What used to require a dedicated engineering team can now be accomplished by ops professionals: Build once, use everywhere Update and modify without code Maintain full visibility into how data flows through your systems 5️⃣ Future-proof your tech stack As your business evolves, your custom APIs can evolve too. This adaptability means your automations remain relevant even as other tools come and go. The most powerful aspect? Once you've built these custom endpoints, they become building blocks for increasingly sophisticated workflows. ViewIn Advisory's clients regularly tell us they're saving 15-20 hours per week by replacing manual processes with these automated solutions. What processes in your business could benefit from custom API automation? Have you explored Clay's capabilities in this area?

This AI Agent replaces entire market research teams (saving $100K+ in salary per analyst) It automatically fit scores a target account, and outputs a score of 0-100%, along with a full analysis breakdown We are using Clay's Claygent Web-Research function. And it works VERY well, everytime. The Prompt 👇 ----------- ⚙️ FUNCTION You now function as an expert lead researcher. Your research focus is as follows: first, determine if the target company designs or manufactures its own products, or if it functions as a contract manufacturer (offers manufacturing as a service), design house (offers product design as a service), reseller or dealer (sells 3rd party products). Then, If it designs or manufactures its own products, investigate whether the target company currently uses {{PRODUCT TYPE}} in any of its products. ⚙️ METHODOLOGY Your methodology: Review the provided research, the target company's website and LinkedIn profile for relevant information. If the target company has multiple brands or product lines with separate websites, you must include the websites of those brands in your research. Analyze images and video of the products on the company's websites to visually identify {{YOUR PRODUCT OR SERVICE}} Examine product descriptions, features, datasheets, manuals, and other available information for indications of any {{CAPABILITIES}}, and similar phrases that would suggest the use of {{YOUR PRODUCT}} You may use additional methods to improve the quality and accuracy of your response. You will only provide truthful and factual information. Your Response: You always provide responses using the template. ⚙️ TEMPLATE 1. Company Profile [summary of their business activities] [list of all brands/product lines they operate] [your determination if the company designs or manufactures its own products] [a brief outline of the evidence you used to support your response] [Confidence Score, from 0% to 100% indicating how accurate, fact-based and evidence-supported your response is] 2. Product Analysis [by brand, type and product name, list all products of the target company that you have determined to use {{PRODUCT}}] [a brief outline of the evidence you used to support your response] [Confidence Score, from 0% to 100% indicating how accurate, fact-based and evidence-supported your response is. Provide this score for each product you list.] 3. Fit Assessment [Overall likelihood, from 0% to 100%, that the company uses actuators or lifting columns as components in their manufactured products] 𝘾𝙤𝙢𝙢𝙚𝙣𝙩 "𝙘𝙡𝙖𝙮𝙜𝙚𝙣𝙩" 𝙖𝙣𝙙 𝙄 𝙬𝙞𝙡𝙡 𝙨𝙚𝙣𝙙 𝙮𝙤𝙪 𝙩𝙝𝙚 𝙛𝙪𝙡𝙡 𝙥𝙧𝙤𝙢𝙥𝙩 𝙖𝙣𝙙 𝙘𝙤𝙣𝙛𝙞𝙜𝙪𝙧𝙖𝙩𝙞𝙤𝙣 ----------- If this prompt has helped you out, follow me and ViewIn Advisory for more AI prompts that you can use to tailor your outreach, at scale. We develop and implement GTM focused strategies, tech stacks, and agentic AI workflows that leverage cutting edge technologies.

I really shouldn't be releasing this AI Agent walkthrough to the public, but I'm doing it anyways why? Because if you're not using agentic workflows in your prospecting and cold outreach strategy in 2025 you're lagging behind your competitors I created a video tutorial with a full Clay walkthrough showing 8 agentic style prompts that accomplishes the following: ↳ 1 - Claygent Web Research (Argon): Assesses if a company is a good fit based on your specific ICP criteria (checks for eligibility for a specific product or service). The agent scrapes the website, LinkedIn company profile The Agent's Output: Eligibility - True/False  Reason - Text Staff Headcount - # ↳ 2 - Content Creation, Manipulation (GPT-4o): Extracts information for a company's specific HS code - this is used to identify the category type. We give the System Prompt a list of HS codes to pull from. The Agent's Output: HS Code - Text ↳ 3 - Content Creation, Manipulation (Claude 3.5 Sonnet): Writes a sentence for a cold email using the previous 2 agent actions The Agent's Output: A highly personalized sentence - Text ↳ 4 - Claygent Web Research (Helium): Finds out which Canadian province this company is located. Only outputs the province code - WE NEED THIS FOR CONSISTENCY The Agent's Output: Province Code - Select Function (i.e. BC, ON, AB...) ↳ 5 - Content Creation, Manipulation (GPT-4o): Infers the total payroll of a company's engineering headcount The Agent's Output: Total Payroll - # in $CAD ↳ 6 - Content Creation, Manipulation (Claude 3.5 Sonnet): Writes a social proof sentence for outbound, suing very specific information and fills in the gaps in the output The Agent's Output: A highly personalized social proof sentence - Text ↳ 7 - Content Creation, Manipulation (Claude 3.5 Sonnet): Cleans a company name The Agent's Output: Cleaned company name - Text ↳ 8 - Content Creation, Manipulation (Claude 3.5 Sonnet): Summarizes the eligibility of a company again extracting specific information, and then writes another sentence that is highly tailored, using the cascading effect of the previous prompts The Agent's Output: Company Activities - Text Eligible Work - Text Reasoning for Eligibility - Text I cover all of the prompts, line by line, in the video. This is very useful information that you can use to start using AI Agents properly ========= I cover all of the prompts, line by line, in the video. This is very useful information that you can use to start using AI Agents properly. Follow me and ViewIn Advisory, a global GTM consulting & implementation firm, and a leading Clay.com agency. We develop and implement GTM focused strategies, tech stacks, and agentic AI workflows that leverage cutting edge technologies that generate predictable and sustainable growth for our clients. 

A client reached out to our ViewIn team completely stuck with their growth strategy. "We've spent 8 months and over $300K trying to sell to hospitals and health systems." They had: Done their research. Created nice presentations. Hired experienced salespeople. Yet almost no meetings turned into actual sales. They'd tried everything: Healthcare conferences. Social media outreach. Targeting specific organizations. Nothing was working. After looking closely at their approach, we found the real problem: They were talking to the wrong people about the wrong things. The hospital executives making purchasing decisions cared about totally different issues than the doctors they were pitching to. Our team helped them: 1) Change their message to focus on saving money and meeting regulations 2) Map out who really needs to say "yes" for a sale to happen 3) Create a trial program that addressed security worries immediately Within 3 months: • More than twice as many people agreed to meetings • Sales closed almost 2 months faster • They landed their first two major customers worth nearly $900K in yearly revenue This wasn't about working harder or making more calls. It was about stepping back to understand who buys, why they buy, and how they buy. Most sales struggles aren't from lack of effort—they're from missing how your customers actually make purchases. Your product might be amazing, but if your sales approach doesn't match how real people buy things, you're fighting an uphill battle. At ViewIn Advisory, we don't just identify problems. We build practical solutions that connect good products with the right decision makers, through channels that actually work. Because selling isn't about fancy slides or hiring more salespeople. It's about truly understanding how your customers decide to buy.

This workflow makes 1000's of pitch decks automatically, and at scale (Here’s how ↓) Using Clay + Google Slides, you can create 1000’s of high quality presentations that you can use in your meetings with clients and prospects Summary of actions: → use Clay to enrich data for each company → use an AI agent to determine the specific personalized messaging and information that you need to tailor your presentations → use the HTTP API enrichment to push data through to google slides → upload your pitch deck to google slides and modify the fields in the deck to accommodate for the personalizations → push data to your pitch deck via the HTTP API enrichment There you go, tailored pitch decks for your client meetings, on easy mode. If you need some help setting this up, DM me, or leave a comment For more useful content, follow me and ViewIn Advisory

We used Clay to build a hyper targeted account list to find high fit leads in under 10 minutes. The background - one of our clients’ BD team spent upwards of >$300k a year in time spend conducting fit assessments to dentify high fit target accounts. The Viewin solution? Using Claygent AI agents to create company reports and assess market fit to determine if their prospective accounts meet their exact ICP without having to do any manual research themselves. The ouput? A clay table that automatically pulls companies and produces, for each company: - Full org report - Product list - Fit assessment identifying whether the target company is a manufacturer or not, and the exact reason why The next step is to convert this information to a full scale outbound sequence. Watch our tutorial to learn how we did this. … and If you get stuck along the way Viewin Advisory is here to help! https://lnkd.in/gpYJCr2F