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Score leads based on tech stack, key financials, recent news, and headcount growth

This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:

1. Finds a person's professional profile identifier via their personal email
2. From their profile, finds their current company and that company's domain
3. Finds their work email using their name (from the newly found profile) and company domain

To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.

Scraping Indeed job listings to get the number of business locations, and then using a formula to turn that into a personalized first line of an email.

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.

This template will allow you to:

1. Create automated and enriched pre-meeting notes using Clay
2. Send pre-meeting notes to Notion documents automatically
3. 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

A table that enriches, scores, researches, and drafts an email for an inbound lead, using a person’s email + responses to the lead form questions