claybook

Automate outbound gifting ideas in Clay

Use Claygent to automate personalized gifting suggestions in seconds

What we used

Clay (Free) to scrape LinkedIn interests and skills and recommend gifts

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Before you begin

Outbound gifting can increase meeting rates and win rates and lead to larger deals that close faster. But as more and more companies turn to gifting, how can you stand out?

Enter: personalized gifting. 

In this Claybook, you'll learn how to use Claygent, Clay’s AI research agent, to automate personalized gifting suggestions (with links to buy) based on LinkedIn interests and skills. 

For example, after reviewing my LinkedIn profile, Claygent recommended that we gift me (a former theater major and New York City resident) tickets to a Broadway show, and then returned the URL to Telecharge.com to purchase tickets. 

Gift with speed and differentiation. Do it with Clay. 

Coming soon: We’ve partnered with Sendoso to give Clay customers access to their market-leading gifting algorithm. Choose from thousands of gifts in their catalogue and send them to prospects directly from your Clay table. Stay tuned!

Steps

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Step 1:

Copy this template

First, copy this template in Clay.

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook. 

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Step 2:

Customize Claygent prompt (optional)

Claygent, Clay’s AI research agent, will analyze each prospect's LinkedIn profile and make a gift suggestion (with the link to buy online) based on their skills and personal interests. 

But before you paste LinkedIn profile URLs into the table, customize the Claygent prompt to fit your needs (optional). 

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Step 3:

Paste LinkedIn profile URLs

Last, paste a list of LinkedIn profile URLs into the first column so Claygent can scale gifting recommendations for you in seconds. 

Need a list of LinkedIn profile URLs from your target accounts? Use the Find People feature in Clay. Learn how to here. 

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Copy the template

Use this Claybook to shave hours off account research and differentiate your outbound with personalized gifting. 

Simply copy this template, follow the steps above, and let Clay work its magic. 

Copy this template

Need help?

If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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