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From Clay Tables to Smart Lead: The Complete MCP Workflow That Scales PVP Creation

How we transformed 1,800 booth leads into personalized campaigns using MCP servers (and how you can build your own)

Remember when you thought learning Clay was hard? Well, buckle up buttercup, because MCP servers just made your current tech stack look like a Nokia flip phone at a OpenAI demo.

Last Friday, we watched Kellen Casebeer take 1,800 generic booth leads from the International Builder Show and transform them into personalized PVP campaigns in under an hour.

Here's what really happened during that livestream: we witnessed the future of scalable pain-based segmentation in action.

While most growth marketers are still manually researching prospects one by one, MCP (Model Context Protocol) servers can query complex databases using natural language, generate insights your prospects have never seen, and execute campaigns that feel like you have a team of researchers working around the clock. Except there's no team. Just you, some clever prompting, and servers that make your current "enrichment" tools look embarrassingly primitive.

The problem? As Doug put it perfectly: "We're all over our skis right now with MCP."

Most growth marketers don't even know this technology exists.

That's why we're breaking down the exact workflow we used in the Shovels implementation; from raw CSV upload to executed Smart Lead campaigns. Consider this your complete guide to building automated PVP pipelines that actually work.

The Complete MCP Workflow: From Data to Deployment

Step 1: Data Foundation (Clay Tables Setup)

Let's start with the reality check that came up during our conversation with Kellen:

"I don't trust the data. That's the thing I hear all the time. I don't trust the data," Doug explains to Kellen, who responds: "Yeah, there are a lot of companies where that's true."

Here's what most growth marketers will soon face: MCP servers amplify everything, including your data problems. Feed garbage data into an MCP server, and you'll get beautifully formatted garbage insights delivered at lightning speed.

The Shovels Starting Point: Raw exhibitor data from the International Builder Show with just company names, booth numbers, and basic location info.

Watch Kellen transform basic International Builder Show booth data into research-ready format, starting with just company names and booth numbers.

Your Clay Table Foundation Checklist:

  • Can you identify your existential data point? (For construction companies, it's equipment utilization rates)

  • Do you have clean, standardized company and contact records?

  • Are your data sources integrated or siloed across multiple platforms?

  • When was the last time someone manually verified a sample of your records?

The Clay Setup Process:

  1. CSV Upload: Start with whatever data you have (even if it's just company names)

  2. Company Research: Use Clay's enrichment agents to gather business intelligence

  3. Domain Discovery: Find company websites and validate business information

  4. Industry Classification: Categorize companies for targeted messaging

Remember Kellen's advice: "It's not that crazy to hook up Clay to a HubSpot and clean that." The technology exists to fix your data problems. You just have to decide to do it.

Step 2: MCP Server Integration (The Magic Happens Here)

Here's where most people want to jump straight to building custom solutions.

Don't.

Understanding MCP vs. Traditional APIs:

Kellen breaks down why MCP servers eliminate the need to "think like a database administrator" and remove the burden of understanding complex API structures.

The Key Difference: With traditional APIs, you need to know exactly what you want and how to ask for it technically. With MCP servers, you describe what you're trying to accomplish in plain English, and the system figures out the technical implementation.

Your MCP Learning Path:

Start Here: HubSpot + ChatGPT

  • Connect your HubSpot to ChatGPT and practice natural language queries

  • Example queries: "What deals did we close last quarter?" or "Show me companies that haven't been contacted in 60 days"

Graduate To: Clay + Public MCP Servers

  • Apple Notes MCP for research organization

  • Basic database query experiments

  • Data combination practice

Advanced: Custom MCP Development (Like Shovels)

  • Only after mastering the basics

  • Requires technical partnership or internal development resources

Watch the actual moment when the Shovels MCP server queries millions of construction permits and returns relevant data for three composites companies in Davidson, North Carolina.

The Shovels MCP Process:

  1. Company research gets fed into the MCP server

  2. Server analyzes business model and location data

  3. Queries millions of construction permits for relevant opportunities

  4. Returns formatted insights ready for PVP creation

Step 3: Automated PVP Generation (Scaling the Unscalable)

This is where the workflow gets genuinely revolutionary. Instead of manually researching each prospect, the system generates personalized insights at scale.

The Shovels PVP Factory:

  • Input: Company research + MCP server permit data

  • Processing: AI-powered message generation using Jordan's frameworks

  • Output: Personalized emails referencing specific construction opportunities

The final step: watching Kellen push completed campaigns into Smart Lead, ready for execution.

Your PVP Automation Decision Tree:

If your ACV is under $10k: Manual research with MCP assistance

  • Use HubSpot MCP for basic database queries

  • Clay workflows for data enrichment

  • Manual PVP creation with AI assistance

If your ACV is $10k-50k: Hybrid automation

  • Existing MCPs for data gathering

  • Custom Clay workflows for processing

  • Manual review before execution

If your ACV is $50k+: Full automation development

  • Custom MCP server development

  • Automated PVP generation

  • Systematic campaign execution

Step 4: Campaign Execution (Smart Lead Integration)

The final piece: getting your automated PVPs into executable campaigns.

The Complete Workflow:

  1. Lead Discovery: Clay agents find decision-makers at target companies

  2. Email Enrichment: Waterfall approach to find contact information

  3. Message Personalization: Insert company-specific PVP insights

  4. Smart Lead Upload: Push complete campaigns for execution

What This Enables:

  • Personalized outreach at massive scale

  • Insights your prospects have never seen before

  • Messages so valuable they don't feel like marketing

Why This Workflow Means an End to BI Platforms

During our livestream, I made a prediction about what we were witnessing: MCP servers will fundamentally change how growth marketing operates.

The moment we realized we might be watching an entire industry get disrupted in real-time.

What the Shovels Demo Proved:

  • No data scientist required to query complex databases

  • No BI platform needed to generate insights

  • No manual research team to create personalized messaging

  • No attribution platform required to track campaign effectiveness

Instead: Natural language queries, automated insight generation, and campaign execution that scales infinitely without adding headcount.

Getting Started: Your Implementation Roadmap

Week 1: Foundation Building

  • Audit your current data quality

  • Set up basic Clay workflows

  • Connect HubSpot to ChatGPT for MCP practice

Week 2-3: Workflow Development

  • Build Clay enrichment waterfalls

  • Practice natural language database queries

  • Experiment with automated research workflows

Week 4+: Scale and Optimize

  • Test small-batch PVP campaigns

  • Measure response rates vs. traditional outreach

  • Plan custom MCP development (if justified by results)

Resources for Implementation

Foundation Resources (All Subscribers):

Advanced Implementation Guides (Paid Subscribers):

[Upgrade to Paid Subscription - Get Advanced Implementation Guides]

The Bottom Line

The Shovels MCP implementation showed us what's possible when you combine clean data, intelligent automation, and systematic PVP creation. This isn't theoretical anymore, it's a working system that transforms how growth marketing operates.

The workflow we've outlined here gives you everything you need to start building similar systems for your own campaigns. Start with the basics, master the fundamentals, then scale with confidence.

Hack the World,

Doug & Jordan


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