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Need Help Enhancing Target Lists and CRM Setup for Real Estate Loans

Avatar of Chris F.Chris F.
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Im looking for some help in connecting some dots, updating some clay tables & lists... I have a good start going, and have instantly.ai all setup with 20 warmed up domains, sequences written with landing pages, etc... tied to our Go High Level CRM. Our target audience is private enders & brokers offering loans for fix & flip, brigde, DSCR rnetal & New construction and commercial real estate loans. too. Specifically I need help with building out the target list more using alternative sources like Google maps, & other data aggregators... Also setting up exclusion lists to avoid wasting clay credit on competitors, bad fit, & existing clients. Lastly- review our Instantly.ai sequence for suggestions.

3 comments

  • Avatar of LuisArturo
    LuisArturo
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    Hey there Chris thanks for reaching out, this sounds like an interesting workflow, could you post a link to the table where you are working on this so that we can take a look. Do want to note that our Exclusion feature that we have when generating new tables within Clay, will only work with tables that were originally generated from Clay and not from tables that were made from a CSV import.

  • Avatar of Channeled
    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Chris F.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: