Clay to CRM — Governed Prospect Intelligence Workflow
Justin Martinez
Keep research clear from start to handoff.
See how company research becomes a clear record that a person reviews before it moves to a CRM.
What you’ll see
A workflow map and real audit examples: clearer notes, stronger sources, fewer blank rows, and controlled research runs. Original data is kept.
How it was made
An AI-assisted review of an existing workflow and the healthcare-agency sample. The diagram shows the planned handoff and review steps.
Sample limits
This is a workflow and audit example, not a new CRM setup or client project. No outreach was sent or sales results claimed.
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Posted Sep 29, 2026
A workflow map and audit example showing how research stays clear, gets reviewed, and moves to the next tool.
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