āMost follow-up emails donāt wake the deadā¦(the dead = prospects that never made it through your pipeline)
ā
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55d46ceeaffddc7efe7db_CleanShot%202024-02-08%20at%2018.01.07%402x.png)
This play uses Clay to send automated emails (personalized w/ ChatGPT + CRM notes) to restart conversations with closed-lost prospects.
100% automated emails SO GOOD ā they get results like:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dedcbac289510293d_.png)
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ef142878afb0e2bc9_.png)
All of these sequences were 100% automated using Clay + ChatGPT + CRM notes.
Hereās exactly how I did it:
TL;DR
- Create list of closed-lost opportunities from past few years (export from Salesforce/HubSpot)
- Pull key deal info into Clay table (prospect name/email, when the deal was lost, deal notes, etc)
- Use ChatGPT to personalize email based on CRM info (see below):
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df92f2e3f94e0b820_.png)
How to Run the āWake The Deadā Play
1. Export closed-lost deals from your CRM
Find all of the deals that were were lost in the past 1-2 years and export them as a CSV.
(If you need more help ā just ask ChatGPT)
Make sure to include the following info in the export:
- Prospect/Contact Info
- Full Name
- Work Email
- Company Name
- Opportunity Owner (the AE who owned the deal)
- Deal Closed Date (when the deal was lost)
- Call Notes (the initial reason the prospect was interested)
- Deal Lost Reason (the noted reason for losing the deal)
2. Import key info about the lost deals into Clay
Create a new table in Clay, click āImport People From CSVā, and upload the CSV from step 1:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ee9d4a431015780b2_.png)
3. Personalize variables w/ ChatGPT + CRM info
General steps to create the personalized outputs used in the email:
- Check if the email is valid
- Check if theyāre still at the company (if not they go into other sequence)
- Use ChatGPT + CRM notes to create following outputs:
- Months Ago (created from the date when the deal was closed + normalized)
- Context Output (created from the CRM call notes)
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e2e566eade4aeb903_.png)
4. Export personalized variables for email template
After creating all of the personalized outputs ā I add them to a āfinal outputā view in Clay and export the view as a CSV.
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e8b1fdc32f0e6f8e0_.png)
See how the CSV outputs are used in the email template below?
![ābecause becauseā was a mistake - but small mistakes make it feel more human š](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df92f2e3f94e0b820_.png)
5. Upload into Instantly and schedule sequence
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e8e96e2e8078d1621_.png)
After a few days if they donāt respond ā I ask them if another contact in their company (found using the find contact integration) is a better point of contact.
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dd61f08f04d938718_.png)
If it wasnāt able to find another contact (who fits specific requirements) it uses āsomeone elseā as a fallback. Youād be surprised by how effective this last little email is haha. Especially since I say āWine or cookies are stills yours :)ā Ā
ā¦and thatās how I was able to get these kind of results with 100% automated emails:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dedcbac289510293d_.png)
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ef142878afb0e2bc9_.png)
Pretty neat, yea?
Appreciate you reading all of this!
If you got any value from it do me a quick favor and share it with someone. The exposure helps my business. Cheers!
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df7cf057cd0c6e009_.gif)
[Bonus] Email Template
-> Swipe the play email copy here.
Table template coming soon!
ā
āMost follow-up emails donāt wake the deadā¦(the dead = prospects that never made it through your pipeline)
ā
![](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55d46ceeaffddc7efe7db_CleanShot%202024-02-08%20at%2018.01.07%402x.png)
This play uses Clay to send automated emails (personalized w/ ChatGPT + CRM notes) to restart conversations with closed-lost prospects.
100% automated emails SO GOOD ā they get results like:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dedcbac289510293d_.png)
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ef142878afb0e2bc9_.png)
All of these sequences were 100% automated using Clay + ChatGPT + CRM notes.
Hereās exactly how I did it:
TL;DR
- Create list of closed-lost opportunities from past few years (export from Salesforce/HubSpot)
- Pull key deal info into Clay table (prospect name/email, when the deal was lost, deal notes, etc)
- Use ChatGPT to personalize email based on CRM info (see below):
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df92f2e3f94e0b820_.png)
How to Run the āWake The Deadā Play
1. Export closed-lost deals from your CRM
Find all of the deals that were were lost in the past 1-2 years and export them as a CSV.
(If you need more help ā just ask ChatGPT)
Make sure to include the following info in the export:
- Prospect/Contact Info
- Full Name
- Work Email
- Company Name
- Opportunity Owner (the AE who owned the deal)
- Deal Closed Date (when the deal was lost)
- Call Notes (the initial reason the prospect was interested)
- Deal Lost Reason (the noted reason for losing the deal)
2. Import key info about the lost deals into Clay
Create a new table in Clay, click āImport People From CSVā, and upload the CSV from step 1:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ee9d4a431015780b2_.png)
3. Personalize variables w/ ChatGPT + CRM info
General steps to create the personalized outputs used in the email:
- Check if the email is valid
- Check if theyāre still at the company (if not they go into other sequence)
- Use ChatGPT + CRM notes to create following outputs:
- Months Ago (created from the date when the deal was closed + normalized)
- Context Output (created from the CRM call notes)
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e2e566eade4aeb903_.png)
4. Export personalized variables for email template
After creating all of the personalized outputs ā I add them to a āfinal outputā view in Clay and export the view as a CSV.
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e8b1fdc32f0e6f8e0_.png)
See how the CSV outputs are used in the email template below?
![ābecause becauseā was a mistake - but small mistakes make it feel more human š](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df92f2e3f94e0b820_.png)
5. Upload into Instantly and schedule sequence
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1e8e96e2e8078d1621_.png)
After a few days if they donāt respond ā I ask them if another contact in their company (found using the find contact integration) is a better point of contact.
![(CLICK IMAGE TO EXPAND)](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dd61f08f04d938718_.png)
If it wasnāt able to find another contact (who fits specific requirements) it uses āsomeone elseā as a fallback. Youād be surprised by how effective this last little email is haha. Especially since I say āWine or cookies are stills yours :)ā Ā
ā¦and thatās how I was able to get these kind of results with 100% automated emails:
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1dedcbac289510293d_.png)
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1ef142878afb0e2bc9_.png)
Pretty neat, yea?
Appreciate you reading all of this!
If you got any value from it do me a quick favor and share it with someone. The exposure helps my business. Cheers!
![notion image](https://cdn.prod.website-files.com/61702af2e3966e09c4101538/65c55c1df7cf057cd0c6e009_.gif)
[Bonus] Email Template
-> Swipe the play email copy here.
Table template coming soon!
ā