David Lobo

Best Practices for Lead Enrichment and Outreach Strategies

I had a few questions regarding best practices for enriching leads/reaching out to leads. This is pretty confusing to me especially as I'm doing similar People searches across multiple tables....My goal is to: 1) not do the same enrichment (like find their work email) on the same person within X time period (e.g. within the same 6 months) 2) not send the same person to my smartlead campaign if they have been in a campaign (either recent or active) How should I handle this?

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Posted in 02 Support·

David Lobo

Best Practices for Preventing Duplicate Data Enrichment in CRM

Are there any best practices to prevent enriching the same company/person the same way multiple times? E.g. if someone was enriched yesterday, it would pull that data rather than pulling it fresh again today and charging credits

4Comments

Commented on Enriching Company Lists Based on Software Usage fo...·Posted in02 Support

David Lobo

Is there an easy way to find companies starting with a specific tech stack, rather than already having a list of companies/people and then finding out their tech stack?

Commented on Bulk Adding Columns in Spreadsheet: Is There a Fas...·Posted in02 Support

David Lobo

this was what I was trying to do - have a couple of questions in here for you as well: https://www.loom.com/share/6e070d69ea864a2b9a7763f7b2b4fe37

Posted in 02 Support·

David Lobo

Enriching Company Lists Based on Software Usage for Gmail Users

We're building software for Gmail/Google Workspace users (AI executive assistant to support professionals bogged down by email/calendar) Is there a way I can enrich a list of companies based on specific software they may be using?

6Comments

Posted in 02 Support·

David Lobo

Bulk Adding Columns in Spreadsheet: Is There a Faster Way?

is there a way for me to add all of the columns from at the same time vs. 1 by 1?

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6Comments

Commented on @here Possibly biggest announcement we've made yet...·Posted inClay Announcements

David Lobo

Tell us more Eric Nowoslawski! How did Claygent help with that?

Commented on (new to Clay) May be a silly question, but I’d lov...·Posted in02 Support

David Lobo

Hi Arturo (Clay) thanks for your response though I’d like to hear your thoughts on my questions…specifically what flow would be best practice if I do not have a email sequencer in place? Or does everyone using clay typically have an email sequencer in place?

Commented on (new to Clay) May be a silly question, but I’d lov...·Posted in02 Support

David Lobo

Matthew Quan (Clay) Love your Clay content btw 🙂

1.
What would you recommend as a best practice / workflow to send emails without a sequencer? Lets assume the following:

a.
I don’t have a CRM in place….would you say I should just copy and paste the lead name / email content into a gmail message and send it off?

i.
Note: I assume I could use Zapier to help with this…maybe there’s a way to send Clay row content to Zapier to create a draft/send an email in Gmail ?

b.
I have Hubspot…

2.
Currently, I’m not using an email sequencer…but is it correct to say that if I were, I could queue different/unique emails per person across a table of leads and push them into a sequencer?

Posted in 02 Support·

David Lobo

(new to Clay) May be a silly question, but I’d love some help!

(new to Clay) May be a silly question, but I’d love some help! Currently, I have a table of companies. I’m going to create another table to find the people at those companies and then tailor some personalized messaging to them within Clay with AI…

1.
After generating the email text within Clay, how should I be sending emails? What’s the best practice here?
2.
How would this look if I didn’t use a CRM vs. using a CRM like Hubspot?

8Comments

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