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
In this hiring workflow, you'll learn how Clay finds and prioritizes candidates with AI formulas, Claygent, and more. Specifically, this workbook will enable you to:
- Find people from a list of target companies
- Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
- Calculate how many times a candidate has been promoted with respect to the length of time they've been in their current role, to determine performance success
- Use Claygent to categorize the target companies
- Draft personalized emails referencing the above data
This workflow will allow you to:
- Enrich LinkedIn profiles of the influencers you want to work with
- Find the influencer's recent posts
- Calculate the average number of reactions per post and the follower engagement ratio
For detailed instructions on how to use this template, check out this Claybook
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.
Description
The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.
Update Claygent prompts to your industry/outbound focus