Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.
This template will allow you to
- Automate account research
- Create automated research summaries in Google Docs
- Use account signals and context to prioritize targets, tailor messaging, and schedule outreach
To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook
This workflow is triggered when someone books a meeting with you. From there:
- An automation is triggered which sends a team member a message about the booked meeting
- This slack message will include enriched information on the prospect
- Then it sends the prospect a quick pre-call video with whatever you want to say
In this workflow, you'll be able to
- Scrape search results of affiliate websites using Serper
- Scrape affiliate websites for companies that are typically hard to generate a lead list from
- Compile them into JSON format to export to a different table with each scraped domain in a separate row
To run this play, you will need your own Serper.dev API Key.