Optimizing Crunchbase Data for Personalized Email Campaigns

Andy Schirrmeister · 2025-02-27 23:09:37.159532+00

I have a crunchbase zap to Clay -- every time a company is added into a saved search in Crunchbase (recently funded), that company is then added as a row in a clay table. my end goal is to create personalized email messages, based on web research, to a specific set of contacts at that company. what's the best order of operations to do this? • should I find the champions at those companies first? • or should i create the web research/ personalized messaging first? • or does it matter? if anyone has specific templates that go from company ---> target champions ---> AI research ----> AI messaging -----> email, let me know!

Optimizing Crunchbase Data for Personalized Email Campaigns | Clay

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Here's the recommended order of operations for creating personalized email messages: 1. Start with Company Research & Champion Finding: • Use company URL to enrich with firmographics • Find and identify champions within companies using job titles 2. Prepare Your Clay Table: • Ensure all your final copy elements are ready • Set up columns for custom subject lines and final emails 3. Generate Personalized Content: • Use Clay's AI integrations to draft personalized messages based on your research • Personalize email lines citing company mission, open roles, job titles, and other relevant data 4. Connect to Email Sending Tools: • Once messages are generated, connect to your preferred email sending tool • Compatible with Smartlead, Instantly, Salesloft, Outreach, Hubspot, and others For templates, you can explore our ready-to-use workflows that cover this exact process, including: ** Finding champions at target accounts using website domains ** Personalizing emails using prospect's thought leadership * Creating outbound emails with multiple personas
Sources: Write personalized email using press clips, current customers, and job openings | Clay Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Clay AI message writer: personalize outbound to each lead with AI | Clay.com Claybooks: Personalize LinkedIn messages and emails using prospect’s recent thought leadership | Clay.com
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Andy Schirrmeister
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that didnt answer my question -- the key question i have is -- should i find my champions at the account first, or conduct research on the account, or does it matter?
Channeled
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Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Andy Schirrmeister
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https://app.clay.com/workspaces/449365/workbooks/wb_hy2mBrydFbNM/tables/t_7iAvKZJMRvv3/views/gv_uJkXbmwAMu67
LuisArturo (Clay)
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Hey there Andy thanks for reaching out, I would recommend finding the champions at those companies first before getting into the personalized messages, as after finding the champions you can better find tune the messages to the leads as well.
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Channeled
APP
·
·
Here's the recommended order of operations for creating personalized email messages: 1. Start with Company Research & Champion Finding: • Use company URL to enrich with firmographics • Find and identify champions within companies using job titles 2. Prepare Your Clay Table: • Ensure all your final copy elements are ready • Set up columns for custom subject lines and final emails 3. Generate Personalized Content: • Use Clay's AI integrations to draft personalized messages based on your research • Personalize email lines citing company mission, open roles, job titles, and other relevant data 4. Connect to Email Sending Tools: • Once messages are generated, connect to your preferred email sending tool • Compatible with Smartlead, Instantly, Salesloft, Outreach, Hubspot, and others For templates, you can explore our ready-to-use workflows that cover this exact process, including: ** Finding champions at target accounts using website domains ** Personalizing emails using prospect's thought leadership * Creating outbound emails with multiple personas
Sources: Write personalized email using press clips, current customers, and job openings | Clay Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Clay AI message writer: personalize outbound to each lead with AI | Clay.com Claybooks: Personalize LinkedIn messages and emails using prospect’s recent thought leadership | Clay.com
Channeled
APP
·
·
Did that answer your question?
Andy Schirrmeister
·
·
that didnt answer my question -- the key question i have is -- should i find my champions at the account first, or conduct research on the account, or does it matter?
Channeled
APP
·
·
Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Andy Schirrmeister
·
·
https://app.clay.com/workspaces/449365/workbooks/wb_hy2mBrydFbNM/tables/t_7iAvKZJMRvv3/views/gv_uJkXbmwAMu67
LuisArturo (Clay)
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·
Hey there Andy thanks for reaching out, I would recommend finding the champions at those companies first before getting into the personalized messages, as after finding the champions you can better find tune the messages to the leads as well.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.