Learn how to use this template

This workflow will allow you to personalize emails to companies using:

1. A target account's one-liner
2. Their typical ICP
3. Customers mentioned on their website

This Clay recipe allows you to find fundraising data from ZoomInfo. Specifically, it performs the following actions:

1. Finds the ZoomInfo link using a Google search
2. Scrapes the ZoomInfo link using Zenrows
3. Returns industry category, total funding, acquisitions, and revenue data

This template will allow you to:

1. Create automated and enriched pre-meeting notes using Clay
2. Send pre-meeting notes to Notion documents automatically
3. Send automated Slack notifications with links to Notion docs

In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook

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.

In this workflow, you can use a Google search and AI to find and compare the price of a hotel room between different booking sites, find the total number of rooms that hotel has, recent positive reviews, and if they use a specific type of booking management software. Lastly, you can reach out to people on your prospect list referencing this data.