Write personalized emails using multiple types of research

Duplicate

Example using mutiple types of research to personalize an email.

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Find local businesses with Google Maps and generate sales pitches at scale

Drew Leahy

This workflow will allow you to:

Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
Create a sales pitch tailored to each prospect based on the value proposition of your business
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

Find and analyze data from 10-K reports

Clay Team

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

Write personalized email using press clips, current customers, and job openings

Clay Team

Enrich companies with positive news, 2 unique customers and the number of open jobs, to write a personalized cold email.

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Enrich prospects after they book meetings with you

Patrick Spychalski

This workflow is triggered when someone books a meeting with you. From there:

An automation is triggered which sends a team member a message about the booked meeting
This slack message will include enriched information on the prospect
Then it sends the prospect a quick pre-call video with whatever you want to say

Personalize emails to prospects based on customer data

Taylor Haren

In this workflow, you'll be able to:

Enrich your prospect list with people and company data
Use AI and Google to identify their company's mission statement, ICP, and customers
Personalize emails referencing that data

Write personalized emails based on website data

Clay Team