Learn how to use this template
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 enable you to:
- Find people who recently changed jobs and fit your ICP
- Find the job movers' bosses and enrich them with emails
- Personalize outbound to job movers' bosses
For detailed instructions on how to use this template, check out this Claybook
Here is the workflow that Oneaway uses to maintain less than 2% bounce rate on your emails. It includes prompts to clean your First name, Company name and Job title as well as a prompt to generate 3 variations of Email 1 of your campaign.
This walkthrough shows how Oneaway gets started on campaign work and helps service their clients much faster.
This workflow uses Claygent to enrich school districts based on numerous data points. Specifically, you'll be able to find out:
- School district URL
- School superintendant
- School district size
- Student-teacher ratio
- Average SAT score
- Average ACT score
- City Locations
In this workflow, you'll be able to automate screenshots of any domain online using screenshotapi.net. For those in marketing and sales, this template can be useful in competitor analysis, campaign tracking, or content inspiration.
For detailed instructions on how to use this template, check out this Claybook