Home
Events
Groups
Members

Clay Announcements
Clay Support
Discuss Anything
Feedback & Requests
GTM Career Advice
Introduce Yourself
Member Spotlight
Share Content and Events
Share Full-time Jobs
Share Part Time Jobs
Share Tables, Tools, and Workflows

Community Guidelines

University
Clay live events

Powered by Tightknit

Share Content and Events

Quickly Research Prospects in 15 Seconds with Clay Automation | Clay

Share Content and Events

Quickly Research Prospects in 15 Seconds with Clay Automation

·

·

How to Research a Prospect in 15 Seconds When They Book a Call with You Using Clay Want to quickly research the Linkedin profile & company of the lead? This video shows you how to automate the entire process in under 5 mins! ⏱️ 🔥 Check it out: https://youtu.be/nLkKONOrp-I

Video thumbnail

3 comments

· Sorted by Oldest

Channeled
APP
·
·
Here's how to automate prospect research using Clay: 1. Start by copying one of these templates based on your needs: • For general account research: Use this template • For keyword-specific research: Use this template 2. For basic research: • Simply paste LinkedIn profile URLs into the table • Clay will automatically enrich the data with recent posts, financials, firmographics, and prior work experience 3. For keyword-specific research: • Input the prospect's full name and company name • Clay will automatically find their LinkedIn profile • Customize which LinkedIn data fields you want to analyze • Specify keywords you want to search for in their profilesThis automation helps you scale your research efforts while getting detailed insights for tailoring your outreach. Sources: Claybooks: Automate account research summaries to Google Docs | Clay.com Claybooks: Search LinkedIn profiles for target keywords | Clay.com
Channeled
APP
·
·
Was that helpful?
Channeled
APP
·
·
Hi Tim Y.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: