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 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 campaign pulls in an existing list from the client's Hubspot or Salesforce Account. This list can be imported either from a CSV or from the native import feature in Clay.
Low Hanging Fruit is a term commonly used in sales that refers to leads that are most likely to convert. In theory, it'd be much easier to book a meeting with somebody who is already familiar with a client's company and their offering. This is why the re-engage can work well.
It's also a strong campaign because there's most likely existing data points about each prospect/lead that we can utilize in the copy. We'd run this campaign for a client pretty early on in our engagement with them especially if they have an existing inbound work-flow. The copy will reference whatever activity led to the prospect to be on the HS / SFDC list, whether that be a form-fill, a demo/meeting request, a meeting held, etc. A brief 1-liner overview of the client's offering should also be worked into the campaign. Additionally, referencing recent news or a problem the prospect may be facing that the client solves should be worked into the copy using AI prompting.
This generated us roughly 30 positive replies over the course or 2.5 months and 15 of those replies were meeting requests.
This workflow will allow you to:
- Import information from prospects through a webhook, such as favorite snacks and whether they requested company merch
- Add that information to a row in a Google Sheets document
- Do an allergen check on the snacks listed and provide an amazon link on where to purchase them
