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Lori Spencer
General Manager | CMO | Board Member | CPG | Brand Builder | Connector
Professional Background
Lori Spencer is a dynamic and accomplished leader in the world of consumer products and business innovation, renowned for her extensive experience across a multitude of roles including founder, employee, advisor, and consultant. With a career that reflects her deep commitment to fostering innovation and growth, Lori has made significant contributions to both early-stage and mid-growth companies as well as family-owned businesses. Always adopting a proactive ‘roll-up-the-sleeves’ approach, she has earned the trust and respect of her colleagues and partners swiftly through her excellent relationship-building skills and hands-on management style.
Over the years, Lori has played critical roles in developing and executing go-to-market strategies, managing P&L, and guiding diverse teams toward achieving strategic objectives. Her rich portfolio includes work with notable companies, ensuring that she possesses a wealth of knowledge in project management, product innovation, and high growth execution. Her insights into integrated marketing, customer analytics, and change management enable her to help companies successfully navigate the challenges of their respective industries.
Lori's drive and vision enable her to identify new opportunities and enhance brands on both local and national levels. Her experience covers various sectors including manufacturing, wholesale, foodservice, and retail, offering her a versatile perspective that is invaluable in today’s rapidly evolving market landscape. Lori's strategic mindset and operational expertise position her as a highly regarded figure in business circles, who is continually fostering innovation and guiding companies toward sustainable growth.
Education and Achievements
Lori Spencer pursued her academic career at Dominican University of California, where she studied Fine/Studio Arts. This artistic foundation has undoubtedly contributed to her creative approach to problem-solving and innovation in the business sector. Drawing on her experiences from both the arts and the business world, Lori infuses creativity into her strategic business initiatives, yielding unique brand identities and compelling marketing campaigns.
Throughout her career, Lori has held influential positions in several organizations. Her past roles include serving as a Business Advisor at Rose City Distilling, where her insights supported the company’s growth trajectory. In her consultancy position at Origami Catering, she provided strategic guidance that helped refine the business model and enhance product offerings. As a Business Advisor for Bahari Teas, her expertise guided branding efforts aimed at increasing market share.
Lori's marketing acumen was honed in her role at Beaverton Foods Inc, where she was involved in devising impactful marketing strategies that resonated with consumers. She also served as the Principal and General Manager at Lori Spencer Consulting, where she provided tailored consulting services that addressed the distinct challenges faced by her clients.
Lori's entrepreneurial spirit shone brightly during her tenure as President of Honey Mama's, where she successfully led the company in product innovation and market expansion. Additionally, as a Director of Marketing and an Executive Team Member at New Seasons Market, she detailed comprehensive marketing strategies that enhanced the store's customer experience and brand loyalty.
In her earlier career as Co-Founder and CMO at Oregon Chai, Lori played a pivotal role in building one of the first specialty chai tea brands in the United States. This venture underscored her ability to innovate and disrupt markets, making lasting contributions to the consumer products landscape.
Notable Achievements
Lori’s career is characterized by a series of notable achievements that demonstrate her capability to drive business growth and elevate brand presence. Through her strategic vision and dedicated efforts, she has consistently launched groundbreaking products that have captured consumer interest, leading to sustained business success.
She has contributed significantly to building strong, community-focused brands, with a particular emphasis on fostering relationships that strengthen brand loyalty among consumers. Her initiatives in integrated marketing strategies have helped brands harness powerful customer insights, driving both B2C (business-to-consumer) and B2B (business-to-business) engagement.
As a seasoned public speaker, Lori is also recognized for her ability to share her strategic insights and experiences with a wider audience, inspiring others in the entrepreneurial space to pursue innovation and resilience in their own ventures. By leveraging her background in both consumer products and consultancy, she has cultivated a unique platform from which to educate and empower businesses.
In her ongoing career advancement, Lori Spencer embodies the spirit of innovation and entrepreneurial growth. With her enthusiasm for playing a pivotal role in fast-growing businesses or emerging mid-sized companies, her expertise continues to shape the landscape of the consumer products industry. As companies look to innovate and expand, they can find a valuable ally in Lori, whose commitment to excellence and strategic planning is evident in every endeavor she undertakes.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.
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