Learn how to use this template

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:

1. Find people from a list of target companies
2. Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
3. 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
4. Use Claygent to categorize the target companies
5. Draft personalized emails referencing the above data

This Clay workflow takes the website of the E-Commerce store you are reaching out to and does the following:

1. Determines the customer type the store caters to
2. Identifies the product, price of the product, and type of product that the store is selling
3. Performs a quantity calculation to determine what quantity of the product it would take to be equal to the services you are offering.

For a more detailed walkthrough of this template, visit here.

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:

1. Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
2. Create a sales pitch tailored to each prospect based on the value proposition of your business
3. Generate a cold-call template to reach out to your prospects with warm intros

For detailed instructions on how to use this template, check out this Claybook

This workflow will enable you to:

1. Enrich users with company and personal data
2. Send enriched data back to Intercom as notes
3. Update Salesforce lookup columns

For detailed instructions on how to use this template, check out this Claybook