In this workflow, you'll be able to:
- Input a company name
- Scrape the website
- Use a Google search as well as ChatGPT to find out how many locations the company has.
This workflow will enable you to see whether your prospects are running ads on a variety of platforms, such as LinkedIn, Facebook, Google, or a combination of them. Based on which platform they're using, you can personalize copy to reference this data as a conversation-starter.
Furthermore, you can determine the type of customer this company sells to and generate digital ad ideas to mention in your outbound.
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
In order to run this workflow, you'll need to use the two templates below:
Once you've copied both of these templates into your workspace, follow the instructions in the video above to:
- Set up "GET Calls" to retrieve calls from Gong
- Send your call data to a separate table for enrichment
- Get the call transcripts and details
- Setup HubSpot lookups and updates
- Send next step notes summarized from Gong call recordings through Slack
This template will allow you to:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- Send automated Slack notifications with links to Notion docs
In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook