5 Steps to Organize Your Clay Workspace Effectively

🚨🚨🚨 DAILY INSPIRATION YOUR CLAY WORKSPACE IS A MESS? KEEP IT ORGANIZED IN 5 EASY STEPS USING... Clay Workbooks! STEP 1) Create one Clay Workbook per client STEP 2) Create one table named "CAMPAIGNS DATA" and use one row for each campaign (include the campaign ID, your client's info, and copy input variables) STEP 3) Create one "Accounts" table for all of your target accounts STEP 4) Create one Leads table per campaign ("Leads Campaign X") STEP 5) In "Leads Campaign X," create a "Lookup in Single Row" to pull your CAMPAIGN DATA for each prospect Now you have all of your client's tables in one workbook, plus: You've got all the copywriting input variables to generate fully personalized emails. Happy Claying! Oh, and don’t forget to subscribe to automaterevops.com for weekly actionable insights! https://www.linkedin.com/posts/marcos-stu_your-clay-workspace-is-a-mess-organize-your[…]720060891136-oCCu?utm_source=share&utm_medium=member_desktop