Clay (Free): to enrich and score event attendees
Before we begin
Not every event lead is worth chasing. Clay helps you focus on the ones that are.
This Claybook helps you automatically score, enrich, and pitch event attendees or signups based on your ICP criteria. Instead of enriching every attendee and blasting the same message, you use AI to qualify first, then personalize your follow-up for only the best-fit leads.
No wasted enrichment. No wasted outreach. Just better leads and better pitches, ready to go.
How it works:
- Copy the template to your Clay workspace
- Customize the lead scoring prompt to fit your ICP
- Edit the AI sales pitch prompt to reflect your messaging
- (Optional) Add a verification step for title and experience
- Import your event leads via CSV with LinkedIn URLs
- Let Clay automatically run, score, enrich, and pitch the top leads
Steps
Copy this template
First, copy this template in Clay.
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 walk you through each step of this Claybook.
Step 2:
Customize lead scoring prompt
To ensure event attendees match your ICP criteria before wasting time (and credits) enriching them and automating outbound messages, customize the Anthropic lead scoring prompt to fit your business and needs.
Step 3:
Customize sales pitch prompt
Next, using inputs from the table, customize the ChatGPT sales pitch prompt to fit your business and style. Note: This column only runs if the lead matches your ICP criteria from the previous column. To change the run condition, edit the run settings.
Step 4:
Verify job titles and work experience (optional)
Next, to verify that the event lead has the right job title and years of work experience, edit the last Anthropic prompt and Clay formula. Don’t need this information? Delete the columns instead.
Step 5:
Import event attendee information
Now that the table is customized to fit your business, import event attendees via a CSV file, or add them manually. Note: For the table to enrich properly, you need the event attendees’ LinkedIn profile URLs. Upload them with your CSV, or manually add them after. Not fast enough? Then you can run a Clay waterfall to find LinkedIn profile URLs using their work email.
Once uploaded, the table will run automatically.
Want more? Get creative. You can send sales pitches to a Google or Notion doc, further enrich event attendees with work emails or phone numbers, use AI to draft a multi-sequence outbound campaign, and much more. All within Clay.
Copy the template
Start enriching and scoring event leads in Clay.
Simply copy this template, follow the steps above, and let Clay work its magic.
Need help?
If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.
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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