Before we begin
How does Clickup use Clay to find, enrich, and message ICP-fit champions at fortune 500 companies?
With this exact Claybook.
Here’s how it works:
- Enrich fortune 500 companies with headcount growth, acquisition info, and the time they spend on documentation per year
- Find champions at target companies based on your ICP criteria
- Automate personalized outbound email drafts referencing recent company events
Steps
Copy this template
First, copy this workbook (two tables) 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.
Step 2:
Add companies to the first table and import them to the second
In the first table (Fortune 500), type a company name and their website URL into the first two columns respectively. The rest of the columns will automatically run.
Next, import those companies into the second table where we’ll further enrich and personalize emails.
Step 3:
Set up company lookup and enrich from LinkedIn
Set up the company lookup column (column two) by adding the table ID and the company record ID from the first table. Then enrich contacts with data from their LinkedIn profile.
Step 4:
Customize email prompts
Using enriched data about the company and contact, this table generates customized variations of outbound emails tailored to the insights it gathers. For example, if the company recently acquired another company, it will mention that in the email opener.
Customize the email prompts to fit your business and needs (columns 26-36).
Step 5:
Add leads to SmartLead
Last, send enriched contacts to a SmartLead campaign. If you use a different email sequencer (Outreach, Apollo, Hubspot, etc.), add it here instead.
Copy the template
Steal a page out of Clickup’s outbound playbook and start automating personalized outreach.
Simply copy this template, follow the steps above, and let Clay work its magic.
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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