VelocityFramework

AI Tools

The tools I actually use

The AI tools Clay actually uses to drive Velocity in his business. Short list, opinionated, current-quarter only. Updated every three months.

Last updated: April 2026 · initial default list (Clay refines post-launch)

Pillar · heading

Heading — strategy, messaging, research

Tools that sharpen strategy and messaging: research, positioning, customer analysis, decks.

  • ChatGPT (Team)

    $30/user/month
    Use it for
    Strategy drafts, customer research synthesis, message map iteration, quick research in meetings.
    Don’t use it for
    Anything touching client PII without a signed BAA or internal data governance sign-off.

  • Claude (Teams)

    $30/user/month
    Use it for
    Long-form analysis, proposal writing, reviewing contracts and long documents with precise edits.
    Don’t use it for
    Short transactional tasks where ChatGPT is faster.

  • Gamma

    Free tier; Plus starts $10/month
    Use it for
    Rapid decks for internal alignment or client pitches — polished without a designer in the loop.
    Don’t use it for
    Print-quality, investor-grade decks — send those to design.

  • Perplexity Enterprise

    $40/user/month
    Use it for
    Sourced competitive research, industry scans, and trend monitoring with citations you can verify.
    Don’t use it for
    Non-public, internal knowledge bases — use your RAG instead.

Pillar · hustle

Hustle — sales, CRM, reporting, execution

Tools that keep the weekly rhythm moving: note capture, CRM hygiene, pipeline visibility.

  • Fathom

    Free tier; Pro starts $19/user/month
    Use it for
    Automated meeting notes + CRM sync. Extract action items, talking tracks, and moments of tension.
    Don’t use it for
    Confidential 1:1s or board meetings where recording changes the dynamic.

  • Lindy / Zapier AI

    Usage-based from $29/month
    Use it for
    Lightweight workflow automation — lead routing, scorecard rollups, dashboard nudges.
    Don’t use it for
    Anything requiring audit-grade reliability.

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