Before you begin
Cold outreach can feel daunting: low open rates, low response rates, and even worse meeting rates.
Good news: By combining RB2B, Clay, and Lemlist, you can transform your cold emails into warm, engaging messages that resonate with your prospects and book meetings.
In this Claybook, you'll learn how to:
- Send de-anonymized website visitor data to Clay automatically
- Enrich those visitors (and their company) in Clay
- Use ChatGPT to qualify ICP-fit prospects automatically
- Send qualified prospects to Lemlist campaigns
Steps
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.
Step 2:
Integrate RB2B with Clay using a webhook
RB2B natively integrates with Clay, making it easy to send de-anonymized website visitor profiles to Clay using a webhook.
Once RB2B reveals visitors on your website, the webhook will send their information to Clay automatically.
Step 3:
Customize ChatGPT prompts
Use ChatGPT to qualify prospects by job title, company industry, and personalize an outbound email snippet.
Then, customize the qualifying criteria and messaging prompt to fit your business needs.
If a prospect matches both your title and industry criteria, ChatGPT outputs “true” in a “campaign qualified” column and sends them to Lemlist.
Step 4:
Connect your Lemlist account (or other email sender)
Next, push qualified prospects to Lemlist or a different email sequencer, like Outreach or SmartLead.
Step 5:
Automate warm outbound sequences
RB2B will automatically push website visitors to Clay, and Clay will automatically push qualified prospects to Lemlist (or your preferred email platform) where you can send a personalized, conversational outbound sequence.
Copy the template
By combining RB2B, Clay, and Lemlist, you can turn website visitors into warm outbound leads.
Simply copy this template, follow the steps above, and let Clay work its magic.
Need help?
If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.
I'm also personally available to help troubleshoot. You can send me, Stan Stojanovic, a message on LinkedIn.
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.
Clay University
Master Clay in a few core lessons. Uplevel your data enrichment, craft better outbound messages, and book more meetings.
Go to market blog
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