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

In this workflow, you'll learn how to:

1. Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
2. Find the tech leads at these companies, such as product managers, senior directors, and project leads
3. Draft custom emails with AI referencing the company data to their prospects

In this hiring workflow, you'll learn how Clay finds and prioritizes candidates with AI formulas, Claygent, and more. Specifically, this workbook will enable you to:

1. Find people from a list of target companies
2. Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
3. Calculate how many times a candidate has been promoted with respect to the length of time they've been in their current role, to determine performance success
4. Use Claygent to categorize the target companies
5. Draft personalized emails referencing the above data

This workflow is triggered when someone books a meeting with you. From there:

1. An automation is triggered which sends a team member a message about the booked meeting
2. This slack message will include enriched information on the prospect
3. Then it sends the prospect a quick pre-call video with whatever you want to say

This workflow will allow you to:

1. Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
2. Create a sales pitch tailored to each prospect based on the value proposition of your business
3. Generate a cold-call template to reach out to your prospects with warm intros

For detailed instructions on how to use this template, check out this Claybook

This workflow will help you:

1. Import newsletter subscribers from HubSpot or another CRM
2. Categorize them based off of name and email information
3. Enrich contacts with missing name or email information and LinkedIn profile data
4. Create or update contacts back in HubSpot