Course

Deal Intelligence with Clay: Fewer Clicks for Reps, Faster Deals

Michael Slawson

GTM practitioner across 50 b2b companies

Bring the deal intelligence to your reps instead of ten browser tabs

One quiet metric for every RevOps leader is how many clicks it takes a rep to do their job. Today most reps still prep for calls by opening ten tabs, guessing who else is in the buying group, and learning about a champion's job change after the deal has already stalled.

The better way is to bring the intelligence to the rep: buying groups mapped, risks flagged, and a deal brief ready where they already work. Every click you remove gives your sales team more operational leverage, and makes RevOps the team sales can't live without.

In five live sessions you will build a deal-intelligence system on your own pipeline in Clay, and ship it to your reps before the course ends.

What you’ll learn

Go from reps digging through tabs before every call to a live deal brief, buying-group map and risk alerts where they already work.

  • Sync Salesforce Opportunities and Activities, or HubSpot Deals, into Clay Audiences

  • Spot the missing information on each deal before your forecast call

  • Find missing champions, economic buyers and blockers on every opportunity

  • Flag single-threaded deals before they stall

  • Track job changes, hiring, funding and news on accounts with open deals

  • Alert the deal owner in Slack with the next best action

  • Build a one-page brief with Claygent: why now, why us, who cares

  • Deliver it inside Claude or ChatGPT with per-rep credit budgets

  • Compare closed-won and closed-lost patterns with Audiences reporting

  • Feed what you learn back into your ICP and account scoring

Learn directly from Michael

Michael Slawson

Michael Slawson

Contact

Built and sold a 7-figure agency, GTM @ Clipboard Health, Hum Capital, Deloitte

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Who this course is for

  • Heads of RevOps and sales ops at PE-backed or growth-stage B2B companies who support AEs on late-stage deals

  • RevOps leaders under pressure to lift win rates and forecast accuracy without adding headcount

  • Operators who have taken TAM Sourcing or CRM Hygiene and want the next layer of the system

What's included

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

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Frequently asked questions

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Reimbursement

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Private cohort

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A dedicated cohort with a custom schedule and curriculum, tailored to your team.

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