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 profiles
This 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
