Clay (Free): to find and research case studies, enrich companies, find contacts, and draft AI outbound messages
Buyers don’t want generic outreach. They want proof you get their world.
This Claybook helps you find case studies published by your target accounts, then uses AI to personalize outbound messages based on the customers they showcase. Whether they serve mid-market fintech or enterprise retail, you can now reflect that back in your pitch—automatically.
Just add company domains, and Clay will enrich the data, find contacts, pull case studies, and tailor your messaging in one flow.
How it works:
- Customize the Find Contact search to match your ICP
- Edit the AI prompts to fit your messaging style
- Add company domains to the table and hit run
- Clay will find case studies and personalize outreach for each account
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:
Find contacts at company
Good news: This table automatically runs from start to finish once you type a company domain into the first column—out of the box. But to get the most out of it, you’ll need to make some customizations first, starting with the Find Contacts at Company column.
Customize the Find Contacts at Company column to import contacts from your target accounts who fit your ICP (job title, seniority, department, location, etc.).
Step 3:
Update AI outbound prompts
Next, update the AI prompts so when you run the table, the AI outbound messages reflect your business, needs, and preferences.
Step 4:
Add company domains to the first column
Last, manually add company domains to the first column. Once you input them, the table will automatically run: it will enrich companies, find target contacts at those companies, find and research their case studies, and use those case studies to inform outbound.
Copy the template
Use publicly available case studies to make your outbound messaging more relevant. Get Clay and AI to do it for you.
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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