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11 AI Prompts to Automate Your Prospecting Research
02.03.2023

11 AI Prompts to Automate Your Prospecting Research

Eric Nowoslawski
9
 min.

AI can so far help in 3 main use cases.

  • Structuring unstructured data,
  • Summarizing text and creating a snippet line,
  • Writing a whole cold email.

The first 2, it can do with minimal review after you get the prompt correct. Writing a whole email is still a little out of it’s reach.

Here are some example prompts to help you write better cold emails.

What is the mission of the company?

If you want to begin personalizing your outreach at scale, practicing with the mission of the company is a good way to get your feet wet. For this, we will be using Clay.com to put all of the relevant data we need as well as the Open AI API in one place.

The input that we will use for this prompt will be the description of the company from their LinkedIn page. Here is the prompt that I came up with.

What is the mission of the company using the input? The input: “{{LinkedIn Company Description}}” Be specific and use keywords in the description not normally found in other companies. Keep the output under 6 words and make the output conversational/casual. Complete this prompt: "I was on your LinkedIn company page and it looks you're focused on"

Here is a screenshot of the outputs.

We could clean this up by making sure that every line starts with the intended prefix and taking out the quotes, but otherwise, I would say these are all accurate and relevant to the accounts. This prompt is ready to scale.

Who does the company sell to?

This prompt is one that could be very useful to people to either segment accounts or use the output in your outreach. We will be using the LinkedIn company description again to try to get an output about who the company sells to. Specifically, the type of persona. Here’s the prompt I have found to work pretty well for this output.

Here is the prompt

What is the job title that this company usually sells to using the input as a guide for what they do. The input is this: {{LinkedIn Company Description}} Who gets most value out of the product and what is their usual job title? Give me up to three job titles. Do not include any numbers or extra information. Just a comma separated list of titles.

Check out the results here!

What is the pricing of the company? Is it monthly or annual?

In order to find this data automatically, we will automate a Google search to find the pricing page and bring this into the snippet that Google supplies for our data.

The search we used is below.

site:domain.com (”pricing” AND “$”)

The reason we include the dollar sign is so that the snippet that shows up from Google will most likely include a price.

Then we put this into Open AI to structure the data. Here’s the prompt that I have found works very well.

How much is this company's highest pricing per month using the input. Be as specific and short as possible. Also tell me if it's monthly or annual pricing. The input:Google Snippet

What is the focus of a job based on someone’s job title?

In order to do this, we will need the description of the person’s job based on their LinkedIn job description. You can find this data in the “Enrich Person from LinkedIn profile” integration.

The prompt we will use is below.

Tell me what is the focus of this person's role based on the title name and the input. Be specific and casual. The title name is this: {{LinkedIn Job Title}}" The input is this: "{{LinkedIn Summary}}" Complete this prompt with the tasks they are responsible for in under 6 words. "As the {{title}}, I'd imagine you focus on”

The sample outputs are below.

Note: after some testing, this works on just a title level as well. The LinkedIn job description is not necessary.

You can also use this and train the model on what to say depending on who you sell into. If you sell to revenue leaders and want to talk about different challenges they face, you can change the prompt to include something like “If there’s marketing in their role, they are currently facing an increase in cost per clicks. If there’s sales in the title, they are currently facing an issue with email deliverability.”

Summarize a news article

In order to summarize a news article, we can find the news article either through a Google search or a Predict Leads search. Most of the time, we can just use the title of the news article as our input.

This is a slightly longer prompt making up for some of the ways headlines are written.

Using the input, complete my prompt using keywords specific to the news article. Compliment them on the findings of the article. Keep it very short and casual. Make sure to leave out corporate jargon. Shorten company names when applicable. Don't make any reference to the time of the article being published. The input is: {{Headline}} Complete this prompt: I saw the recent news article about

Here are some of the results!

Note: that the empty rows there of course didn’t output a useful AI line.

Summarize a open job title and turn it into an inferred problem.

Looking at the types of people a company is looking to hire is an amazing way to look into what the company’s main problem is today and what their goals are for the next 6 months.

Simply put, most of the time hiring for a certain position like a copywriter means that they need to fulfill some type of copywriting need in the company.

We can use Open AI to take an input of the role title and make a guess about what kind of problem they are trying to solve at the company.

The first thing we will need to start with is the job title or description that a company is looking to hire. We can get that data with either the Google Jobs Listing data or the Predict Leads data.

Then we will use the open job title in our prompt to infer a problem and make a snippet for our emails.

The prompt we used is below.

Tell me what problem this company is trying to solve based on the open job that is listed in the input. Keep it short and be specific based on what that job title is known to be tasked with in a company. The input is this: {{job title}} Complete this prompt: "I saw your company was hiring for a {{job title}}. In my experience this means you're trying to improve the company's"

Here’s a screenshot of some of the results!

Infer if a company is likely B2B or B2C.

If you are selling a solution to help brands reach consumers on TikTok, it could be troublesome to find if they have a B2B offering or a B2C offering. Most databases do not have this data and it’s tough to infer without manually looking at the site.

With Open AI, we can use the company’s LinkedIn page to make the inference for us based on their description!

The prompt we will use for this is below.

A B2B company is a company that sells to other companies. A B2C company is a company that sells to consumers. Using the input, tell me if the company is likely a B2B company or a B2C company. The input is this: {{company description}} The only acceptable output is either "B2B" or "B2C" do not answer in any other way.

Summarize someone’s LinkedIn post

You can use AI to look at someone’s last LinkedIn post and summarize it down to the main idea. Use the Clay “Find Recent LinkedIn posts” to find the text of the posts. This works on company profiles and personal profiles!

The prompt we used for this is below!

Use the input to complete my prompt in under 8 words. Keep the output short and use specific keywords from the post. These are social media posts by other people and I would just like to know the main idea of each post. The input is this: "LinkedIn Post" Complete this prompt: "I just wanted to reach out because I saw your post about"

Clean titles of contacts

Often, when you are reaching out to people, you don’t want to include a custom variable that says their title when they say something like “Founder: We’re Hiring.” It is a dead give away that you scraped their data.

Take a list of job titles and use this prompt.

Using the input, clean the job titles from unimportant information and keep the most important part of the job title. Often times people list two job titles, say things like "we're hiring", or they put seniorities in weird places. Clean the input to only inlcude the main job title. The input: "{{Job titles}}"

Here is an example of the outputs.

Is a company a SaaS company

Often times, SaaS company’s can be difficult to distinguish because they will list their industry as the industry that they provide a solution to. You can use their LinkedIn company description to infer if they are a SaaS company or not. Here’s the prompt that we used for this.

Is the company in the input a software as a service company?  A software as a sercive company is a company that offers a software usually for a monthly or annual description to multiple users providing them with a service. The input is this: "{{Company description}}" Only return a result as "true" if it is a software as a service company or "false" if it is not a software as a service company.

Here’s an example of the outputs!

Infer a company’s Glassdoor reviews

To start, we need to find the company’s Glassdoor reviews. We can easily do this by automating a Google search in Clay.

The Google search we will use is below.

site:glassdoor.com "{{Company Name}}" "has an overall rating"

The AI prompt we will use is below as well.

Using the input, tell me what is the company review of the company. Only return a numerical value, no words. the input is: "{{Google snippet}}"

Check out the results below!

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Feb 2023

11 AI Prompts to Automate Your Prospecting Research

Eric Nowoslawski

Open AI has taken the world by storm with their generative image and text capabilities. The use cases in Sales and Marketing seems almost infinite. From coming up with ideas, writing customer facing copywriting, and automating customer support, every business can leverage AI in some way to boost their productivity.

The ‘job to be done’ for us is to prompt AI correctly to give better answers than what a person could write on their own.

I like to say, “Open AI is wildly powerful but it’s like a five year old at a bowling alley. On their own, the odds of getting a strike are zero. With bumpers, bowling ball ramp and some heavy direction, they can get a strike every time.”

When creating your own prompts, remember to be specific and feed as many details and examples into the data as you can.

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You get more control than you would with marketing.

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Mar 2023

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In this campaign, we were selling sales engagement tools to marketing leaders in American B2B companies with under 100 employees. At a high level, we started with just a broad list of prospects’ names and emails from Apollo. From there, we used Clay to sort prospects into the following buckets: management consulting, recruiting, or financial services.

Mar 2023

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Showing
0
Items
Mar 2023
Mar 2023
Mar 2023

Merge Column

Clay Team

Blog

Get access to our community's favorite templates. Clay gives your prospecting superpowers! 🧙

Blog

Get access to our community's favorite templates. Clay gives your prospecting superpowers! 🧙

Up next!

Updates on feature releases, product improvements, and our roadmap as we keep molding Clay.

← Back to all posts
February 3, 2023
11 AI Prompts to Automate Your Prospecting Research
02.03.2023

11 AI Prompts to Automate Your Prospecting Research

Eric Nowoslawski

AI can so far help in 3 main use cases.

  • Structuring unstructured data,
  • Summarizing text and creating a snippet line,
  • Writing a whole cold email.

The first 2, it can do with minimal review after you get the prompt correct. Writing a whole email is still a little out of it’s reach.

Here are some example prompts to help you write better cold emails.

What is the mission of the company?

If you want to begin personalizing your outreach at scale, practicing with the mission of the company is a good way to get your feet wet. For this, we will be using Clay.com to put all of the relevant data we need as well as the Open AI API in one place.

The input that we will use for this prompt will be the description of the company from their LinkedIn page. Here is the prompt that I came up with.

What is the mission of the company using the input? The input: “{{LinkedIn Company Description}}” Be specific and use keywords in the description not normally found in other companies. Keep the output under 6 words and make the output conversational/casual. Complete this prompt: "I was on your LinkedIn company page and it looks you're focused on"

Here is a screenshot of the outputs.

We could clean this up by making sure that every line starts with the intended prefix and taking out the quotes, but otherwise, I would say these are all accurate and relevant to the accounts. This prompt is ready to scale.

Who does the company sell to?

This prompt is one that could be very useful to people to either segment accounts or use the output in your outreach. We will be using the LinkedIn company description again to try to get an output about who the company sells to. Specifically, the type of persona. Here’s the prompt I have found to work pretty well for this output.

Here is the prompt

What is the job title that this company usually sells to using the input as a guide for what they do. The input is this: {{LinkedIn Company Description}} Who gets most value out of the product and what is their usual job title? Give me up to three job titles. Do not include any numbers or extra information. Just a comma separated list of titles.

Check out the results here!

What is the pricing of the company? Is it monthly or annual?

In order to find this data automatically, we will automate a Google search to find the pricing page and bring this into the snippet that Google supplies for our data.

The search we used is below.

site:domain.com (”pricing” AND “$”)

The reason we include the dollar sign is so that the snippet that shows up from Google will most likely include a price.

Then we put this into Open AI to structure the data. Here’s the prompt that I have found works very well.

How much is this company's highest pricing per month using the input. Be as specific and short as possible. Also tell me if it's monthly or annual pricing. The input:Google Snippet

What is the focus of a job based on someone’s job title?

In order to do this, we will need the description of the person’s job based on their LinkedIn job description. You can find this data in the “Enrich Person from LinkedIn profile” integration.

The prompt we will use is below.

Tell me what is the focus of this person's role based on the title name and the input. Be specific and casual. The title name is this: {{LinkedIn Job Title}}" The input is this: "{{LinkedIn Summary}}" Complete this prompt with the tasks they are responsible for in under 6 words. "As the {{title}}, I'd imagine you focus on”

The sample outputs are below.

Note: after some testing, this works on just a title level as well. The LinkedIn job description is not necessary.

You can also use this and train the model on what to say depending on who you sell into. If you sell to revenue leaders and want to talk about different challenges they face, you can change the prompt to include something like “If there’s marketing in their role, they are currently facing an increase in cost per clicks. If there’s sales in the title, they are currently facing an issue with email deliverability.”

Summarize a news article

In order to summarize a news article, we can find the news article either through a Google search or a Predict Leads search. Most of the time, we can just use the title of the news article as our input.

This is a slightly longer prompt making up for some of the ways headlines are written.

Using the input, complete my prompt using keywords specific to the news article. Compliment them on the findings of the article. Keep it very short and casual. Make sure to leave out corporate jargon. Shorten company names when applicable. Don't make any reference to the time of the article being published. The input is: {{Headline}} Complete this prompt: I saw the recent news article about

Here are some of the results!

Note: that the empty rows there of course didn’t output a useful AI line.

Summarize a open job title and turn it into an inferred problem.

Looking at the types of people a company is looking to hire is an amazing way to look into what the company’s main problem is today and what their goals are for the next 6 months.

Simply put, most of the time hiring for a certain position like a copywriter means that they need to fulfill some type of copywriting need in the company.

We can use Open AI to take an input of the role title and make a guess about what kind of problem they are trying to solve at the company.

The first thing we will need to start with is the job title or description that a company is looking to hire. We can get that data with either the Google Jobs Listing data or the Predict Leads data.

Then we will use the open job title in our prompt to infer a problem and make a snippet for our emails.

The prompt we used is below.

Tell me what problem this company is trying to solve based on the open job that is listed in the input. Keep it short and be specific based on what that job title is known to be tasked with in a company. The input is this: {{job title}} Complete this prompt: "I saw your company was hiring for a {{job title}}. In my experience this means you're trying to improve the company's"

Here’s a screenshot of some of the results!

Infer if a company is likely B2B or B2C.

If you are selling a solution to help brands reach consumers on TikTok, it could be troublesome to find if they have a B2B offering or a B2C offering. Most databases do not have this data and it’s tough to infer without manually looking at the site.

With Open AI, we can use the company’s LinkedIn page to make the inference for us based on their description!

The prompt we will use for this is below.

A B2B company is a company that sells to other companies. A B2C company is a company that sells to consumers. Using the input, tell me if the company is likely a B2B company or a B2C company. The input is this: {{company description}} The only acceptable output is either "B2B" or "B2C" do not answer in any other way.

Summarize someone’s LinkedIn post

You can use AI to look at someone’s last LinkedIn post and summarize it down to the main idea. Use the Clay “Find Recent LinkedIn posts” to find the text of the posts. This works on company profiles and personal profiles!

The prompt we used for this is below!

Use the input to complete my prompt in under 8 words. Keep the output short and use specific keywords from the post. These are social media posts by other people and I would just like to know the main idea of each post. The input is this: "LinkedIn Post" Complete this prompt: "I just wanted to reach out because I saw your post about"

Clean titles of contacts

Often, when you are reaching out to people, you don’t want to include a custom variable that says their title when they say something like “Founder: We’re Hiring.” It is a dead give away that you scraped their data.

Take a list of job titles and use this prompt.

Using the input, clean the job titles from unimportant information and keep the most important part of the job title. Often times people list two job titles, say things like "we're hiring", or they put seniorities in weird places. Clean the input to only inlcude the main job title. The input: "{{Job titles}}"

Here is an example of the outputs.

Is a company a SaaS company

Often times, SaaS company’s can be difficult to distinguish because they will list their industry as the industry that they provide a solution to. You can use their LinkedIn company description to infer if they are a SaaS company or not. Here’s the prompt that we used for this.

Is the company in the input a software as a service company?  A software as a sercive company is a company that offers a software usually for a monthly or annual description to multiple users providing them with a service. The input is this: "{{Company description}}" Only return a result as "true" if it is a software as a service company or "false" if it is not a software as a service company.

Here’s an example of the outputs!

Infer a company’s Glassdoor reviews

To start, we need to find the company’s Glassdoor reviews. We can easily do this by automating a Google search in Clay.

The Google search we will use is below.

site:glassdoor.com "{{Company Name}}" "has an overall rating"

The AI prompt we will use is below as well.

Using the input, tell me what is the company review of the company. Only return a numerical value, no words. the input is: "{{Google snippet}}"

Check out the results below!

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Mar 2023

How IntroCRM cut its prospecting data budget by 65% and built better lead lists lists with Clay

My company, IntroCRM, is a fractional sales agency that helps small sales teams excel with email deliverability, list building, and messaging. Clay is a critical part of how we help our customers generate, qualify, and book time with leads. In this blog post, I’m going to describe our life before Clay, why and how we use it today, and show you an example of a creative prospecting campaign that we ran for a client.

Mar 2023

Automate 6 cold email campaigns in a single Clay workflow

Clay Team

In this post, we’ll go over how we automated six different outbound cold email campaigns using a single Clay table. Follow along step-by-step in our video.

In this campaign, we were selling sales engagement tools to marketing leaders in American B2B companies with under 100 employees. At a high level, we started with just a broad list of prospects’ names and emails from Apollo. From there, we used Clay to sort prospects into the following buckets: management consulting, recruiting, or financial services.

Mar 2023

Troubleshooting outbound sales and prospecting: a comprehensive guide

Stefan Kollenberg

Nailing your outbound sales and prospecting process can help you generate leads, acquire customers, and drive revenue growth. In this guide, we’ll share a step-by-step approach to troubleshooting each stage of your outbound sales campaign—whether you’re a new sales professional or a seasoned team leader.

We’ll cover how to check early campaigns, identify quality prospects, analyze insights from metrics, double down on well-performing sequences, and more, with detailed examples from our own experiences. You can use the table of contents to easily navigate to the areas that are most relevant to you.

Feb 2023

B2B Sales Prospecting: 15 Strategies to Drive More Conversions

Clay Team

When it comes to B2B sales, one of the biggest challenges is identifying potential customers and transforming them into qualified leads. However, by utilizing effective sales prospecting methods and tools, you can achieve more conversions and grow your business. In this ultimate guide to B2B sales prospecting, we'll delve into the most effective techniques, tools, and strategies to help you generate more quality leads, build a strong sales pipeline, and close more deals.

Feb 2023

How To Create Your Own Sales Prospect List in Minutes

Clay Team

Sales prospecting efforts can be a time-consuming and challenging task for any business. Finding the right prospects and gathering the necessary information to approach them can often feel like searching for a needle in a haystack. You may spend hours scouring various sources such as LinkedIn, Twitter, and company websites, only to come up with a fragmented and incomplete picture of your potential customers. The process of aggregating this information and organizing it into a usable format can take even more time and effort. However, what if we told you that you could create a sales prospecting list in just a few minutes? With Clay, an in-depth  sales prospecting tool, you can quickly and easily import prospects from multiple sources and enrich them with valuable information. You can also export this data to your preferred platform such as a CRM, saving you time and allowing you to focus on what you do best - closing deals!

Feb 2023

How To Get More Customers By Using Outbound Sales - A Complete Guide

Clay Team

In today's fast-paced and highly competitive business landscape, it's more important than ever to have a solid sales strategy in place. While inbound sales and social media marketing can be effective in attracting potential customers, outbound sales is still a crucial component of any successful sales plan. Outbound sales refers to the process of actively reaching out to potential customers through methods such as cold calling, email marketing, and cold outreach. In this blog post, we'll explore the benefits of outbound sales, the types of businesses that can benefit from it, and how to execute a successful outbound sales strategy.

Feb 2023

Cold Email Copywriting Frameworks for Private Equity Firms in 2023

Clay Team

Private equity firms often seek out new investment opportunities and are always on the lookout for promising startups. In this blog post, our expert Eric Nowoslawski provides his tips and frameworks for launching successful lead generation strategies using cold email campaigns to target potential customers and qualified leads. The topics covered in this post include: the critical importance of the subject line, personalizing your cold email approach, focusing on getting a response instead of a sale, including a compelling call-to-action (CTA), emphasizing what your firm enables, keeping your emails short and sweet, limiting follow-up emails, defining your investment offer and marketing strategy, and utilizing cold email templates.

Feb 2023

Cold Email Copywriting Frameworks for VC Firms in 2023

Clay Team

Lead generation is a crucial aspect of sales and marketing for venture capital firms. In this blog post, our expert Eric Nowoslawski shares his tips and frameworks for lead generation through cold emails. By following his strategies, you can secure new investment opportunities, generate high-quality leads, and reach your target audience effectively. This post covers topics such as the importance of personalization in cold emails, the role of a clear call-to-action (CTA), defining your value proposition and marketing angle, and tips for crafting an effective cold email sequence.

Feb 2023

Cold Email Copywriting Frameworks for Recruiting Agencies in 2023

Clay Team

As a recruiter, having a well-rounded lead generation strategy is essential for reaching potential job candidates and securing new clients. In this post, we will go into detail about the key elements that can help optimize your lead generation and increase the chances of making a sale. The topics covered will include lead generation through cold email outreach, leveraging social media, the importance of having a sales team, creating landing pages, lead scoring, lead generation tools, and much more.

Feb 2023

Cold Email Copywriting Frameworks for Marketing Agencies in 2023

Clay Team

Cold emails are a crucial component of lead generation for marketing agencies looking to expand their customer base and drive sales growth. In this post, we will highlight the key elements of a successful cold email marketing strategy, including optimizing subject lines, utilizing personalized email templates, and measuring metrics for lead generation optimization.

Feb 2023

Cold Email Copywriting Frameworks for SAAS Companies in 2023

Clay Team

Cold emails are a crucial aspect of a successful b2b sales and lead generation strategy for SAAS Companies. In this blog post, our expert Eric Nowoslawski shares his tips and techniques for crafting personalized and effective cold emails that can generate new customers through a cold email outreach. Key topics discussed include optimizing cold email subject lines for better open rates, crafting compelling email body and email signature, tracking metrics, and identifying pain points to drive lead conversion.

Feb 2023

11 AI Prompts to Automate Your Prospecting Research

Eric Nowoslawski

Open AI has taken the world by storm with their generative image and text capabilities. The use cases in Sales and Marketing seems almost infinite. From coming up with ideas, writing customer facing copywriting, and automating customer support, every business can leverage AI in some way to boost their productivity.

The ‘job to be done’ for us is to prompt AI correctly to give better answers than what a person could write on their own.

I like to say, “Open AI is wildly powerful but it’s like a five year old at a bowling alley. On their own, the odds of getting a strike are zero. With bumpers, bowling ball ramp and some heavy direction, they can get a strike every time.”

When creating your own prompts, remember to be specific and feed as many details and examples into the data as you can.

Feb 2023

A 7 Step How-To Guide: Successful Outbound Sales Campaigns

With love from the Clay team

Why should you do outbound sales?

You need to prove/disprove your hypothesis about the market.

Outbound sales is beneficial if you have hypotheses but need more certainty about who must have your product and why. It enables you to quickly create, test, and validate these hypotheses with real potential customers.

You get more control than you would with marketing.

Marketing allows you to get content in front of groups of people, but you have far less control over the exact people who will see it. In contrast, outbound sales allows you to pick the specific people that you want to target. This level of control removes the uncertainty of "did the people I want to test this with actually see my message?"

Feb 2023

Cold Email Copywriting Frameworks and Best Practices for 2023

Eric Nowoslawski

Cold emails are one of your most powerful tools for landing new customers, but a few factors can determine whether your messages get trashed or earn replies. In this blog post, we take a look at cold email copywriting tips and frameworks from our resident expert Eric Nowoslawski, who has helped companies with cold email and outbound marketing. We'll cover what to keep in mind before you start an email sequence, how to write your offer and marketing angles, a framework for an effective initial cold email, and how to structure a complete cold email sequence.

Feb 2023

21 Tips for Keeping Cold Emails Out Of Spam in 2023

Eric Nowoslawski

Mastering the art of sending relevant and effective cold emails is crucial for any sales team that wants to convert new customers. The email deliverability landscape, however, can be overwhelming, with hundreds of strategies to consider amidst a constantly changing set of rules and red flags. In this post, we'll share our 21 best tips to help you land cold emails in prospects’ inboxes and acquire customers in 2023. Our guide includes mastering the basics, like setting up essential authentications, cleaning lists, and following sending limits, as well as creative techniques like how to use personalizations and spin taxes. No matter what the tip is, our overall philosophy is simple: whatever spammers do, try to do the opposite. 

Feb 2023

How to Use OpenAI To Write the Perfect Cold Email from Scratch

Eric Nowoslawski

Effective cold emails are critical for any business, but they’ve been extremely time-consuming to write—until now. Instead of spending hours reading LinkedIn bios and company websites, you can use OpenAI with Clay to quickly mass personalize your email outreach with the click of a few buttons. In this post, we’ll show you how to use OpenAI to write personalized outreach emails from scratch based on someone’s LinkedIn bio, company description, and more.

Jan 2023

How to Use Formulas in Clay

Eric Nowoslawski

When building a Clay table, the sources, integrations, and CRM plugins can accomplish the goals of most users. Sometimes, there is a need for some data merging, splitting, or otherwise clean up that is needed in your table. This is where you can use Formulas to accomplish your goals!

In this blog, we are going to first go over how to think about formulas using the AI formula generator and then we will go over common formulas that you can write yourself in your Clay table.

Jan 2023

Optimize your Credit Usage in Clay

Eric Nowoslawski

Clay is a spreadsheet that fills itself with data from many data providers across the internet. We partner with data providers on your behalf to bring lots of different data sources — like job listings, tech stacks, news and more — into your workflows.

In this blog, we will go over a couple of functions in Clay that can will help you optimize your credit usage in Clay. There are many ways to optimize credit usage in Clay that the team has built into the product that we will go over in this blog. We will cover formulas that optimize your workflows and some features that are often overlooked that can help keep your credit usage down.

Here are 3 ways to optimize your Clay credit usage

Nov 2022

Basics of Google search operators

Eric Nowoslawski

Getting started with Google's Search Operator to creatively find new leads

Sep 2022

Lead scoring in Clay

Varun Anand

Welcome to the second post in our series on how to use formulas in Clay!  We’re going to walk you through prioritizing your lead list using scoring formulas in Clay 🌶️

Aug 2022

Formulas in Clay: conditional statements, waterfalling data and qualifying leads

Varun Anand

Ever wanted to learn formulas in Clay but didn't know where to start? Join the club. Just kidding. Read this and you'll be well on your way to mastering the basics of formulas.

Jun 2022

How to prioritize your waitlist

Matt Maiale

If you’re an early stage startup, you’ve probably built a waitlist (or are considering one). And for most startups, it makes a lot of sense.

Nov 2021

🧙‍♀️ The many lives of spreadsheets

With love from the Clay team

Ever wondered how many people use spreadsheets? Some estimates say around 800 million people use Microsoft Excel, and another 160–180 million use Google Sheets. Not bad for a tool that started as a basic visual calculator.

Mar 2023
Mar 2023
Mar 2023

Merge Column

Clay Team
Mar 2023
Mar 2023

GPT-4

Clay Team
Mar 2023

Scrape Website

Clay Team
Mar 2023
Feb 2023
Feb 2023

Find A User's Recent LinkedIn Posts

Clay Team

We hope you're having a wonderful Valentine's Day! On a day filled with love and joy, we thought we'd give you something close to our hearts- new Clay features 💝

Get ready to fall in love 👇

Jan 2023

Get Mobile Phone Number

What's new at Clay

Hey friend,

New Year, new features! 🎊 We've been working hard on building out new integrations to give your teams superpowers for 2023.

We're also super pumped to announce that we've been selected as a finalist for the Golden Kitty Awards! We would love your help by upvoting us here.

Now for the good stuff!! 👇

Aug 2022

Using Google As A Source

Matt Maiale

As you're getting ready for your wonderful Labor Day Weekend break, we're pumped to share some exciting updates to our sources and integrations within Clay 🧚

Aug 2022

Salesforce Integration

Matt Maiale

We hope you're staying cool with your Birkenstocks, bucket hats, and wonderful office AC. We're so pumped to share some new features and updates from Clay.

Dec 2021

Closing out the year with Clay

With love from the Clay team

As we wish this year farewell, we're excited to share some of the bells, whistles, and magic the Clay team is building for you. We're forever in awe of each of you, and can't to see all you'll build in the new year 🎊

Nov 2021

New features, documentation series, and sneak peeks of Clay!

With love from the Clay team

As we get closer to releasing Clay to a larger community, we're excited to share some new features and improvements with you 🤩. With some big features right around the corner, this month we're focused on making all of your interactions in Clay, big and small, absolutely delightful. Check out some of our recent updates:

Oct 2021

Life is getting easier with Clay

With love from the Clay team

We have a couple of new features up our sleeve, but before sharing those with you we are laser focused on making your time in Clay a little more magical - from duplicating tables, to smoother keyboard interactions, record counts and more.

Sep 2021

HTTP API

Matt Maiale

In Clay 2.0, you can now source leads directly from Linkedin within the table. Our 'Clay Find People' source takes queries such as location, title, company, experience, skills, and more to search LinkedIn and add matches to your table.

Sep 2021

Introducing Clay's New Interface

With love from the Clay team

While we'll be migrating all of our users over the fall, we're jazzed to be currently onboarding teams that have ✨ a waitlist to enrich and prioritize✨. This use case is ideal for those with a product in beta, whose signups are feeling unruly (don't be shy if that's you - that was us, too).

Jul 2021

Join our Clay 2.0 beta

With love from the Clay team

We are looking for users interested in testing our revamped UI! We've been teasing our revamped UI and are excited to get you in as soon as humanly possible 🏃.

This month we're prioritizing waitlists in the new UI. You would be a great fit for our beta if you need to better understand people and prioritize sign ups. Shoot us over a note if this sounds like you!

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Mar 2023

How IntroCRM cut its prospecting data budget by 65% and built better lead lists lists with Clay

My company, IntroCRM, is a fractional sales agency that helps small sales teams excel with email deliverability, list building, and messaging. Clay is a critical part of how we help our customers generate, qualify, and book time with leads. In this blog post, I’m going to describe our life before Clay, why and how we use it today, and show you an example of a creative prospecting campaign that we ran for a client.

Mar 2023

Automate 6 cold email campaigns in a single Clay workflow

Clay Team

In this post, we’ll go over how we automated six different outbound cold email campaigns using a single Clay table. Follow along step-by-step in our video.

In this campaign, we were selling sales engagement tools to marketing leaders in American B2B companies with under 100 employees. At a high level, we started with just a broad list of prospects’ names and emails from Apollo. From there, we used Clay to sort prospects into the following buckets: management consulting, recruiting, or financial services.

Mar 2023

Troubleshooting outbound sales and prospecting: a comprehensive guide

Stefan Kollenberg

Nailing your outbound sales and prospecting process can help you generate leads, acquire customers, and drive revenue growth. In this guide, we’ll share a step-by-step approach to troubleshooting each stage of your outbound sales campaign—whether you’re a new sales professional or a seasoned team leader.

We’ll cover how to check early campaigns, identify quality prospects, analyze insights from metrics, double down on well-performing sequences, and more, with detailed examples from our own experiences. You can use the table of contents to easily navigate to the areas that are most relevant to you.

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Mar 2023
Mar 2023
Mar 2023

Merge Column

Clay Team

11 AI Prompts to Automate Your Prospecting Research

February 3, 2023
Eric Nowoslawski

Open AI has taken the world by storm with their generative image and text capabilities. The use cases in Sales and Marketing seems almost infinite. From coming up with ideas, writing customer facing copywriting, and automating customer support, every business can leverage AI in some way to boost their productivity.

The ‘job to be done’ for us is to prompt AI correctly to give better answers than what a person could write on their own.

I like to say, “Open AI is wildly powerful but it’s like a five year old at a bowling alley. On their own, the odds of getting a strike are zero. With bumpers, bowling ball ramp and some heavy direction, they can get a strike every time.”

When creating your own prompts, remember to be specific and feed as many details and examples into the data as you can.

AI can so far help in 3 main use cases.

  • Structuring unstructured data,
  • Summarizing text and creating a snippet line,
  • Writing a whole cold email.

The first 2, it can do with minimal review after you get the prompt correct. Writing a whole email is still a little out of it’s reach.

Here are some example prompts to help you write better cold emails.

What is the mission of the company?

If you want to begin personalizing your outreach at scale, practicing with the mission of the company is a good way to get your feet wet. For this, we will be using Clay.com to put all of the relevant data we need as well as the Open AI API in one place.

The input that we will use for this prompt will be the description of the company from their LinkedIn page. Here is the prompt that I came up with.

What is the mission of the company using the input? The input: “{{LinkedIn Company Description}}” Be specific and use keywords in the description not normally found in other companies. Keep the output under 6 words and make the output conversational/casual. Complete this prompt: "I was on your LinkedIn company page and it looks you're focused on"

Here is a screenshot of the outputs.

We could clean this up by making sure that every line starts with the intended prefix and taking out the quotes, but otherwise, I would say these are all accurate and relevant to the accounts. This prompt is ready to scale.

Who does the company sell to?

This prompt is one that could be very useful to people to either segment accounts or use the output in your outreach. We will be using the LinkedIn company description again to try to get an output about who the company sells to. Specifically, the type of persona. Here’s the prompt I have found to work pretty well for this output.

Here is the prompt

What is the job title that this company usually sells to using the input as a guide for what they do. The input is this: {{LinkedIn Company Description}} Who gets most value out of the product and what is their usual job title? Give me up to three job titles. Do not include any numbers or extra information. Just a comma separated list of titles.

Check out the results here!

What is the pricing of the company? Is it monthly or annual?

In order to find this data automatically, we will automate a Google search to find the pricing page and bring this into the snippet that Google supplies for our data.

The search we used is below.

site:domain.com (”pricing” AND “$”)

The reason we include the dollar sign is so that the snippet that shows up from Google will most likely include a price.

Then we put this into Open AI to structure the data. Here’s the prompt that I have found works very well.

How much is this company's highest pricing per month using the input. Be as specific and short as possible. Also tell me if it's monthly or annual pricing. The input:Google Snippet

What is the focus of a job based on someone’s job title?

In order to do this, we will need the description of the person’s job based on their LinkedIn job description. You can find this data in the “Enrich Person from LinkedIn profile” integration.

The prompt we will use is below.

Tell me what is the focus of this person's role based on the title name and the input. Be specific and casual. The title name is this: {{LinkedIn Job Title}}" The input is this: "{{LinkedIn Summary}}" Complete this prompt with the tasks they are responsible for in under 6 words. "As the {{title}}, I'd imagine you focus on”

The sample outputs are below.

Note: after some testing, this works on just a title level as well. The LinkedIn job description is not necessary.

You can also use this and train the model on what to say depending on who you sell into. If you sell to revenue leaders and want to talk about different challenges they face, you can change the prompt to include something like “If there’s marketing in their role, they are currently facing an increase in cost per clicks. If there’s sales in the title, they are currently facing an issue with email deliverability.”

Summarize a news article

In order to summarize a news article, we can find the news article either through a Google search or a Predict Leads search. Most of the time, we can just use the title of the news article as our input.

This is a slightly longer prompt making up for some of the ways headlines are written.

Using the input, complete my prompt using keywords specific to the news article. Compliment them on the findings of the article. Keep it very short and casual. Make sure to leave out corporate jargon. Shorten company names when applicable. Don't make any reference to the time of the article being published. The input is: {{Headline}} Complete this prompt: I saw the recent news article about

Here are some of the results!

Note: that the empty rows there of course didn’t output a useful AI line.

Summarize a open job title and turn it into an inferred problem.

Looking at the types of people a company is looking to hire is an amazing way to look into what the company’s main problem is today and what their goals are for the next 6 months.

Simply put, most of the time hiring for a certain position like a copywriter means that they need to fulfill some type of copywriting need in the company.

We can use Open AI to take an input of the role title and make a guess about what kind of problem they are trying to solve at the company.

The first thing we will need to start with is the job title or description that a company is looking to hire. We can get that data with either the Google Jobs Listing data or the Predict Leads data.

Then we will use the open job title in our prompt to infer a problem and make a snippet for our emails.

The prompt we used is below.

Tell me what problem this company is trying to solve based on the open job that is listed in the input. Keep it short and be specific based on what that job title is known to be tasked with in a company. The input is this: {{job title}} Complete this prompt: "I saw your company was hiring for a {{job title}}. In my experience this means you're trying to improve the company's"

Here’s a screenshot of some of the results!

Infer if a company is likely B2B or B2C.

If you are selling a solution to help brands reach consumers on TikTok, it could be troublesome to find if they have a B2B offering or a B2C offering. Most databases do not have this data and it’s tough to infer without manually looking at the site.

With Open AI, we can use the company’s LinkedIn page to make the inference for us based on their description!

The prompt we will use for this is below.

A B2B company is a company that sells to other companies. A B2C company is a company that sells to consumers. Using the input, tell me if the company is likely a B2B company or a B2C company. The input is this: {{company description}} The only acceptable output is either "B2B" or "B2C" do not answer in any other way.

Summarize someone’s LinkedIn post

You can use AI to look at someone’s last LinkedIn post and summarize it down to the main idea. Use the Clay “Find Recent LinkedIn posts” to find the text of the posts. This works on company profiles and personal profiles!

The prompt we used for this is below!

Use the input to complete my prompt in under 8 words. Keep the output short and use specific keywords from the post. These are social media posts by other people and I would just like to know the main idea of each post. The input is this: "LinkedIn Post" Complete this prompt: "I just wanted to reach out because I saw your post about"

Clean titles of contacts

Often, when you are reaching out to people, you don’t want to include a custom variable that says their title when they say something like “Founder: We’re Hiring.” It is a dead give away that you scraped their data.

Take a list of job titles and use this prompt.

Using the input, clean the job titles from unimportant information and keep the most important part of the job title. Often times people list two job titles, say things like "we're hiring", or they put seniorities in weird places. Clean the input to only inlcude the main job title. The input: "{{Job titles}}"

Here is an example of the outputs.

Is a company a SaaS company

Often times, SaaS company’s can be difficult to distinguish because they will list their industry as the industry that they provide a solution to. You can use their LinkedIn company description to infer if they are a SaaS company or not. Here’s the prompt that we used for this.

Is the company in the input a software as a service company?  A software as a sercive company is a company that offers a software usually for a monthly or annual description to multiple users providing them with a service. The input is this: "{{Company description}}" Only return a result as "true" if it is a software as a service company or "false" if it is not a software as a service company.

Here’s an example of the outputs!

Infer a company’s Glassdoor reviews

To start, we need to find the company’s Glassdoor reviews. We can easily do this by automating a Google search in Clay.

The Google search we will use is below.

site:glassdoor.com "{{Company Name}}" "has an overall rating"

The AI prompt we will use is below as well.

Using the input, tell me what is the company review of the company. Only return a numerical value, no words. the input is: "{{Google snippet}}"

Check out the results below!

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