Clay (Free) to find and enrich local coffee shops and automate Slack alerts
ActiveCampaign (Optional): to automate work anniversary outbound emails
Before you begin
If you’re looking for a smarter way to spark conversations with target prospects, a one-year work anniversary is a perfect trigger. Here’s why it’s worth building an outbound campaign around it:
- Timely reason to reach out: A work anniversary gives you a natural, relevant excuse to start a conversation without feeling salesy.
- Signal of role stability: Hitting a one-year mark signals they're likely staying put and may now have more influence, budget, or buying power.
- Stand out with real personalization: Most outbound emails are generic; mentioning a personal milestone immediately makes you more memorable.
Now you can do it in Clay in literal minutes using this Claybook.
How it works
- Import contacts that fit your specified criteria using Find People in Clay
- ChatGPT will automatically verify one work anniversaries using Linked profiles
- A waterfall enrichment will automatically find work emails of people
- Contacts and their associated accounts will get sent and ActiveCampaign automation
Steps
Copy this template
First, copy the exact Clay template we use to run this Claybook here.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will guide you through each step of this Claybook.
Step 2:
Import contacts using “Find People”
Next, use Clay’s “Find People” search to import contacts that fit your specified criteria and who you’ll send your one year work anniversary message to. Important: make sure to select a minimum work experience of 1 month and a maximum work anniversary of 12 months to ensure you find people just hit their one year anniversary.
After you import contacts, the table will automatically enrich contacts with LinkedIn profile data and use ChatGPT to verify work anniversaries
Step 3:
Connect to ActiveCampaign (or other ESP/sequencer)
Finally, after creating your campaign in ActiveCampaign, connect to ActiveCampaign through Clay’s native integration to create new contact and account objects and send them to your one-year work anniversary outbound campaign.
Not using ActiveCampaign? Add a different email service provider (ESP) or email sequencer here instead.
Copy the template
Start automating one year work anniversaries to target prospects.
Copy this template to start enriching and automating pre-meeting notes with Clay.
Learn with our resources
Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.
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