Summary
Clay is an AI-powered platform that enhances outreach by providing personalized templates and data enrichment. It offers scalable personalization, AI-powered insights, and seamless integration with existing tools. Clay’s templates enable personalized emails, social media outreach, and tracking past clients’ career moves, while its AI messaging tool crafts personalized messages for entire contact lists.
Introduction
Did you know personalized emails are 26% more likely to be opened than generic ones?
I’ve been there – sending countless generic emails and watching my response rates plummet.
It’s frustrating, time-consuming, and feels like shouting into the void.
But here’s the game-changer: Clay and its data enrichment templates.
The best part? This isn’t just about finding emails or phone numbers. We’re talking about deep, meaningful personalization that can be scaled to thousands of contacts.
What is Clay?
Clay is an innovative platform designed to help RevOps and growth teams implement personalized outreach at scale. It’s not just another data enrichment tool – Clay is a comprehensive solution that combines powerful data sources, AI capabilities, and customizable templates to transform your outreach strategy.
Key features of Clay:
- Access to 75+ data providers for comprehensive enrichment
- AI research agent for automating manual research tasks
- Integration with various CRMs and data sources
- Customizable templates for personalized outreach
- Chrome Extension for easy lead capture
How Clay Enhances Your Outreach
Beyond Basic Enrichment
Clay goes far beyond finding emails or phone numbers. It provides deep, contextual information about your prospects, allowing for meaningful personalization.
Scalable Personalization
With Clay, you can set up personalized outreach campaigns once and apply them to thousands of contacts simultaneously, maintaining a personal touch without the manual effort.
AI-Powered Insights
Clay’s AI research agent can analyze websites, social media posts, and industry trends to provide you with valuable insights for each prospect.
Seamless Integration
Clay integrates with your existing tools, allowing a smooth workflow from data enrichment to personalized outreach.
Data Security
With SOC-II and GDPR compliance, Clay ensures that your data and contacts’ information remain secure.
5 Clay Templates to revolutionize your outreach efforts.
1. Write personalized emails using press clips, current customers, and job openings
This template leverages Clay’s Data Enrichments to craft emails that show you’ve done your homework.
Enrichment Flow Example:
- Enrich Company from LinkedIn Profile
- Find Active Job Openings via LinkedIn
- Find the Most Recent News about the Company
- Find Current Clients’ Names
Personalized E-mail Example:
Before: “Dear [Name], I hope this email finds you well. Our product could benefit your company…”
After: “Hi [Name], I read about [Company]‘s recent expansion in [Publication], congratulations! Our product helped [Similar Customer] streamline their growth. With your current opening for [Job Title], I thought you might be interested in how we could support your team’s scaling efforts.”
Tip: Use Clay’s AI research agents to automatically gather recent press clips and job openings.
2. Write personalized emails using recent personal or professional posts
This template uses Clay’s data enrichment capabilities to turn social media activity into meaningful conversations.
Enrichment Flow Example:
- Enrich Person from LinkedIn Profile
- Find Recent Posts by LinkedIn User
- Find Insights from the Article
Personalized E-mail Example:
Before: “Hello [Name], I noticed you’re in [Industry]. Our solution could help…”
After: “Hi [Name], Your recent LinkedIn post about [Topic] resonated with me; I particularly agreed with your point on [Specific Insight]. Have you considered how [Your Product] could help address the challenges you mentioned?”
Tip: Clay’s Chrome Extension can help you quickly gather social media insights while browsing.
3. Identify website visitors for warm outbound
This template uses Clay’s integration capabilities to help you reach out to people who’ve already shown interest in your company.
Enrichment Flow Example:
- RB2B -> Clay Webhook
- Get LinkedIn Profile
- Enrich Company
- Industry ICP Match
- Enrich Person
- Person ICP Match
- Validate Work Email
- Create a Personalized Outreach email
- Add Lead to the lemlist campaign;
Personalized E-mail Example:
Before: “Dear [Name], I’m reaching out to introduce our company…”
After: “Hi [Name], I noticed you visited our pricing page recently. I thought you might be exploring solutions for [Common Pain Point]. I’d love to share how we’ve helped similar companies in [Industry] address this challenge.”
4. Track Past Clients Who Changed Job
This template leverages Clay’s enrichments to help you stay on top of your network’s career moves.
Enrichment Flow Example:
- Enrich Person from LinkedIn Profile
- Find Current Company
- Find Previous Company
- Enrich with a Script
Enrichment Script Example: “{{Past company}}?.toLowerCase() === {{New company}}?.toLowerCase() ? “❌ No change” : “✅ Changed job””
Personalized E-mail Example:
Before: “Hi [Name], I hope you remember me from [Previous Company]…”
After: “Hi [Name], Congratulations on your new role at [New Company]! I loved working with you at [Previous Company] and seeing how our solution helped with [Specific Outcome]. I’d be excited to explore if we could bring similar results to [New Company].”
5. Enrich any LinkedIn URL to find name, role, company, email, and more
This template showcases Clay’s powerful data enrichment capabilities.
Enrichment Flow Example:
- Enrich Person from LinkedIn Profile
- Get Job Title
- Enrich Company
- Get Company Name
- Get Company Domain
Get Company Domain Script Example: {{Enrich Person}}?.latest_experience?.company_domain || {{Enrich Company}}?.domain
Personalized E-mail Example:
Before: “To Whom It May Concern, I’m writing to introduce our company…”
After: “Hello [Name], As the [Job Title] at [Company], I imagine you’re focused on [Industry-Specific Challenge]. Our solution helped [Competitor] increase their [Relevant Metric] by 30%. Would you be open to a brief chat about how we might be able to support your goals?”
Tip: Use Clay’s 75+ data providers for the most comprehensive enrichment possible.
Personalization Beyond the Templates
Remember, these templates are just the starting point.
Clay’s AI messaging tool can help you craft 1-1 personalized messages to any prospect – and it can do this for your entire contact list, not just a handful of leads.
This level of personalization goes far beyond basic enrichment, like finding emails or phone numbers. We’re talking about deep, contextual personalization that can be applied to thousands of contacts with a single setup.
Always strive to add value – share an insight, offer a solution, or provide a resource. With Clay, you can do this at scale without losing the personal touch.
Unleash the Power: Take Action with Clay
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Remember, in the world of sales and marketing, personalization isn’t just a nice-to-have – it’s a must-have. And with Clay, you can achieve true personalization at scale.
So why wait? Try these templates, and watch your response rates soar across your entire contact list!
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