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Example using mutiple types of research to personalize an email.

Learn how this template works

Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.

Learn how to use this template

This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data

Description

The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.

Update Claygent prompts to your industry/outbound focus