Skip to content
Use cases Prospect intelligence with Clay

Proof of a real gap at every brand on your list

Obsession becomes a customer of each brand your client wants to win, watches what happens, and writes the facts back into your Clay table.

  • Example: an outbound agency
  • Its client: an SMS app
  • 300 UK Shopify brands

IllustrationThe agency, its client, the brands, the people and the numbers on this page are made up.

Clay inUK Shopify brands
  • Tidewren Swim
  • Halvard & Moss
  • Fennick Home
  • Larkbound
View: SMS popup is yes · 300 rows
ObsessionA shopper for each brand
  • Its own inbox
  • A UK mobile number
  • Its own browser
  • A control message and a second run
Watching for 48 hours
Back in Clay4 new columns, same rows
  • Tidewren SwimNo texts after opt in
  • Halvard & MossNo gap
  • Fennick HomeNo welcome email
  • LarkboundNo texts, no reply
Gap · Seen · What happened · Proof

Why installs aren’t enough

Install data tells you what a brand has, not what it does.

  • Everyone has the same signals

    Store Leads and BuiltWith are open to every agency, so the brands you write to hear “noticed you use Klaviyo” every week.

  • Installed isn’t working

    An install says the tool is there, not that it works. A mockup shows the fix, but nothing yet proves the problem.

  • Proof by hand doesn’t scale

    Signing up, giving a number, waiting for replies and checking every inbox and phone, at 300 brands per client, is weeks of work for a small team.

Obsession gets you a dated fact about each brand, collected as a customer, about the exact problem your client’s product fixes.

Clay in, Clay out

It starts and ends in your Clay table.

No export, no new place to work. The brands go in from Clay and the facts come back to the same rows.

  • Your list is already thereEach client’s TAM is a Clay table, built from your ecommerce data, Store Leads and BuiltWith.
  • Facts come back as columnsUse them as a variable in your copy, a filter for who to write to, and a trigger when they change.
  • Everything else still worksUpload a CSV, call the API or paste a list for one offs, like 25 brands before a pitch.

Step by step

From recipe to facts in Clay.

How the agency in this example runs it for one client, an SMS app, across 300 UK Shopify brands.

Set it up

Steps 1 to 5
01

Create a watch

A watch is one list of companies, the checks to run on them, and how long to keep watching. Start one from a recipe, or by describing what you want to know.

In this exampleThe agency starts a new watch on SMS app prospects.

Obsession · WatchesExample
WatchesCreate a watch
  • Reviews app prospectsFrom the Prospect research recipe120 brandsWeekly
  • Pitch: helpdesk prospectFrom the Speed to lead recipe25 brandsOnce
  • Loyalty app prospectsDescribed in your own words210 brandsWeekly
02

Pick a recipe

A recipe sets up the checks for one job. Launch it as it is, change anything you like, or skip recipes and describe what you want to know in your own words.

In this exampleThe agency picks Prospect research. It proves a gap at companies you’re about to write to. Competitor tracking is for watching rivals over time.

New watch · Choose a recipeExample

Launch from a recipe, or describe what you want to know

  • Competitor trackingRivals’ sign ups, emails, offers and launches, over time
  • Prospect researchProof of a real gap at each company on your list
  • Mystery shopperYour own or a client’s store, journey by journey
  • Speed to leadHow fast and how well companies answer
  • Price and promotion watchPrices, offers and terms as a customer sees them
  • Ad trackingRivals’ ads, and where each click lands
  • Trial teardownA rival’s whole onboarding, on one page
  • Describe it yourself“Does each brand answer a sizing question within a day?”
Prospect research sets up for each company:its own inboxa UK mobile numbera browsera 48 hour watch
03

Configure it

Choose the gap your client’s product closes and what counts as a gap. Each check has its own deadline, and fixed rules decide every verdict, so the same evidence always gets the same answer.

In this exampleEmail sign up, SMS opt in and one support question, watched for 48 hours, then every week.

New watch · Prospect research · ConfigureExample

Watching

SMS app prospects

The gap to prove

  • Email sign up
  • SMS opt in
  • One support question
  • WhatsApp opt in
  • Live chat
  • Basket, checkout and purchaseNeeds the brand’s OK

What counts as a gap

  • No text within 24 hours of opting in
  • No welcome email within 1 hour
  • No support reply within 24 hours
  • Recheck every miss from a fresh number before it counts

Watch each brand for

24 hours48 hours7 days

Afterwards

StopCheck every week

Shoppers based in

United Kingdom

Alerts

Slack #sms_app_prospects
04

Add the companies

Connect Clay, upload a CSV, call the API or paste a list. With Clay you choose a table and a view you’ve already filtered, point at the website column, and choose where each fact lands.

In this exampleThe agency connects Clay. It uses its “SMS popup” view, so no check is spent on a brand with no SMS at all, and turns on new rows so the watch grows with the table.

New watch · Add companiesExample
  • Connect ClayConnected
  • Upload a CSVOne column of websites
  • APISend rows as you go
  • Paste a listFor one offs

Bring companies in

Table
UK Shopify brands
View
SMS popup is yes
Website column
Domain

Send facts back

  • GapNew column: Gap
  • SeenNew column: Seen
  • What happenedNew column: What happened
  • ProofNew column: Proof

Rows are matched on the website column. Choose an existing column instead to fill that one.

Watch new rows tooRows added to this view later get their own watch automatically. Rows that leave the view stop.
Ready to watchNew rows join automatically300 brands now
05

Check and start

One summary of what will happen. Welcome emails can arrive within minutes, and each brand’s verdict lands 48 hours after its sign up.

In this exampleThe agency saves it as a recipe, “SMS app client”, ready to rerun for the next SMS client it signs.

New watch · ReviewExample
Recipe
Prospect research
Watching
SMS app prospects
Brands
300 now, plus new rows from the Clay view
Checks
Email sign up, SMS opt in, one support question
Gaps
No welcome in 1 hour · No text in 24 hours · No reply in 24 hours
Watch
48 hours per brand, then every week
Results
Back to Clay as 4 columns, alerts in Slack
Save as a recipeStart watching 300 brands

Obsession does the watching

Steps 6 to 8 · 48 hours in this example
06

Each brand gets its own shopper

A real inbox, a real UK mobile number and its own browser, used for that one brand only. It signs up the way a customer would and saves a screenshot at every step. It always says it’s automated.

UK Shopify TAM · Tidewren SwimExample
Tidewren SwimShopper 4F2A
Identity
Declared as automated
Inbox
tidewren.4f2a@test.useobsession.com
Mobile
+44 7700 900418
Browser
Its own session, London
  1. Opened the store
  2. Found the sign up popup
  3. Signed up, ticked SMS consent
  4. Welcome email arrived, 38 s
  5. Control text arrived, 4 s
tidewren.co.uk
10% off your first suittidewren.4f2a@test.useobsession.com+44 7700 900418Text me offers and new dropsSign me up
07

It waits, up to 48 hours

Every email, text and reply lands in that brand’s own inbox and phone. When a deadline passes with nothing, it tries again from a fresh number before calling it. Brands added later run on their own clock.

Watches · UK Shopify TAMExample
UK Shopify TAMHour 30 of 48From the Prospect research recipe
  • Emails received

    1,104

  • Texts received

    466

  • Support replies

    205of 296

  • No text 24 hours after opting in

    74of 296

  1. Halvard & Moss sent its second text
  2. Larkbound sent its third email
  3. Tidewren Swim: no text after 24 hours, second run started from a fresh number
  4. 12 new rows arrived from Clay and started their own watch
08

Results after 48 hours

A finding for every brand. A missed deadline only counts as a gap once a control message and a second run from a fresh number confirm it.

Watches · UK Shopify TAM · ResultsExample
  • Opted in for texts, none sent

    61of 296

  • Welcome email within an hour

    231of 296

  • No welcome email at all

    19of 296

  • Support took over 24 hours

    84of 296

BrandEmailsTextsSupportFinding
Tidewren Swim3026 hNo texts after opt in
Halvard & Moss223 hNo gap
Fennick Home0131 hNo welcome email
Larkbound40noneNo texts, no reply

296 of 300 finished. 4 had no working sign up form, which is logged as a finding too.

You get the proof

Steps 9 and 10
09

Proof for every brand

The verdict, a timeline with every step’s time, the screenshots and the actual emails and texts. One link anyone can open, including the brand.

Proof · Tidewren SwimExample
Gap foundOpted in for texts on 15 September. No texts in 48 hours.Confirmed with a control text and a second run from a fresh number.
  1. Signed up with an email and a UK mobile
  2. Welcome email after 38 s
  3. Control text to the same number arrived in 4 s
  4. Asked support about sizing, declared as automated
  5. No text after 24 hours; second run from a fresh number
  6. Support replied after 26 hours
  7. 48 hours: 3 emails, 0 texts on either number
Popup screenshot
Consent ticked, 10:14:30
Inbox, 3 emails
15 to 17 Sep
No texts
Both numbers, 48 hours
Copy proof link
10

The facts land back in Clay

Four new columns on the same rows: the gap, the date it was seen, what happened in one plain sentence, and the proof link. Obsession reports what happened; your own Clay prompts decide what to say.

Clay table · UK Shopify brandsExample
CompanyContactGapSeenWhat happenedProof
Tidewren SwimHannah PriceHead of CRMNo texts after opt in15 SepOpted in for texts on 15 Sep. 3 emails, 0 texts in the 48 hours since.open
Halvard & MossLeo GrantFounderNo gap15 SepWelcome email in 2 min, 2 texts, support reply in 3 hours.open
Fennick HomePriya ShahHead of RetentionNo welcome email15 SepSigned up on 15 Sep. 1 text, no emails in the 48 hours since.open
LarkboundOwen HaleEcommerce DirectorNo texts, no reply15 SepOpted in on 15 Sep. 4 emails, 0 texts, no reply to a support question.open

Obsession #sms_app_prospects
UK Shopify TAM: the first 300 brands are done. 61 opted in for texts and never got one, and 19 never sent a welcome email. New rows report as they finish. The facts and proof are in your Clay table.

Once the facts are in

What you do with the facts.

The opener

Our proof and your mockup, in one email.

The proof shows what’s happening at the brand today. Your mockup shows what it could look like with your client’s product.

From Sam, SMS app to Hannah Price, Tidewren Swim · Subject Tidewren’s texts

Hi Hannah,

We opted in for Tidewren’s texts on 15 September. Three emails arrived in the next two days, but not one text.

I’ve mocked up what your first three could look like, using your own welcome offer. Worth a look?

Sam

Proof: Tidewren, 15 to 17 SepMockup: Tidewren texts

Written by your own Clay prompt, from the “What happened” column.

Your mockup

TidewrenText message

Day 0

Welcome to Tidewren! Here’s 10% off your first suit with code TIDE10.

Day 2

The Ardley is back in your size. Want us to hold one for you?

Day 5

Last day for your 10%. Reply with your usual size and we’ll suggest a fit.

  • A sharper list

    Write only where there’s a gap

    Filter the Clay table on the Gap column and leave the rest out of the sequence.

    Example61 of 300 brands get the SMS email this month.

  • Triggers

    Changes become reasons to write

    Weekly checks tell you when to write, and when to stop.

    ExampleTidewren sent its first text: pause the sequence.

  • Something to sell

    A monthly add on per client

    Brand evidence for each SaaS client: brands checked, gaps open, gaps fixed, a proof link for each.

    ExampleClient A, October: 73 open gaps, 12 fixed.

  • Winning clients

    Open the pitch with proof

    Paste 25 brands from a prospect’s TAM before the first call.

    Example“Nine of 25 brands you’d sell to took a text opt in and never sent one.”

About this page: it illustrates how the product works. The agency, its client, the brands, the people, the phone number and every figure are made up, and no real company’s results are shown. Basket, checkout and purchase checks run only with the brand’s OK. Clay, Store Leads, BuiltWith and Klaviyo are trademarks of their owners, named here to describe where data comes from and goes.

Try it on one client.

Join the waitlist, and we’ll run prospect research on 20 brands from one client’s list, with the facts back in your Clay table.