This template will allow you to:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- Send automated Slack notifications with links to Notion docs
In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook
Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:
- Import opportunity data from Salesforce
- Find and enrich similar companies based on keywords and industry
- Find and enrich people from these companies that fit your ICP
- Use AI to generate some discussion points that can be used for potential outreach
- Send these records back to Salesforce
This campaign pulls in an existing list from the client's Hubspot or Salesforce Account. This list can be imported either from a CSV or from the native import feature in Clay.
Low Hanging Fruit is a term commonly used in sales that refers to leads that are most likely to convert. In theory, it'd be much easier to book a meeting with somebody who is already familiar with a client's company and their offering. This is why the re-engage can work well.
It's also a strong campaign because there's most likely existing data points about each prospect/lead that we can utilize in the copy. We'd run this campaign for a client pretty early on in our engagement with them especially if they have an existing inbound work-flow. The copy will reference whatever activity led to the prospect to be on the HS / SFDC list, whether that be a form-fill, a demo/meeting request, a meeting held, etc. A brief 1-liner overview of the client's offering should also be worked into the campaign. Additionally, referencing recent news or a problem the prospect may be facing that the client solves should be worked into the copy using AI prompting.
This generated us roughly 30 positive replies over the course or 2.5 months and 15 of those replies were meeting requests.
This workflow will enable you to target the followers of your competition. In this video walkthrough, you'll see how Oneaway targets the followers of RB2B and generate 75 leads in less than a week. This template will also allow you to:
- Find the tech-stack from your prospects with Apify
- Scrape the number of monthly visitors on your prospects site with Zenrows
- Generate copywriting frameworks and provide email cleaning to ensure less than 2% bounce rate
- Cleaning (name, title, company name) prompts that you can always use