This workflow will allow you to:
- Find a publicly-traded company's most recent 10-K pdf
- Analyze the 10-K report and extract a list of future priorities and operational risks
For detailed instructions on how to use this template, check out this Claybook
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Learn how this template works
This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.
Description
The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.
Instructions
Change prompts and formulas to your company's operations and campaign objectives
Use this template to leverage Google Maps in your prospecting efforts. This is best used for companies that don’t have a great LinkedIn presence but are easily found on Google Maps. In this example, we found the company’s Google ratings, role email address, and the founder’s LinkedIn profile and work email. Noticed that we used the Clay “Get Keywords” integration to double check that the person we is in fact the correct person so that you can filter based on that.