I am looking for a step by step Clay playbook script to follow that sets up a daily report/call list dashboard that will refresher daily with 25 NEW top targets with company/contacts/email/number to email/call/linkedin in order to build the top off our funnel! The list of 25 should not be duplicates and they should the Top 25 of the most likely to want our services! A list of 25 new highly targeted recommended contacts my can have my sdr call daily and each day the SDR will have 25 new targets to go after! Does this make sense?
Hey Randall, will these be net new accounts sourced via Clay or do they already exist in your CRM? Will reps work from Clay or the CRM? Asking as it could change the smartest approach to stitching this together