In this workflow, you'll be able to:
- Search people who left their companies 6 months ago based on specific roles
- Import a list of profiles based on those search filters and enrich them
- Reach out to their former companies
Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:
- Import opportunity data from Salesforce
- Find and enrich similar companies based on keywords and industry
- Find and enrich people from these companies that fit your ICP
- Use AI to generate some discussion points that can be used for potential outreach
- Send these records back to Salesforce
This workflow will allow you to:
- Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
- Create a sales pitch tailored to each prospect based on the value proposition of your business
- Generate a cold-call template to reach out to your prospects with warm intros
For detailed instructions on how to use this template, check out this Claybook