Researching Prospects: Call Prep Tips with Make + Clay Templates

Tim Y. · 2025-03-03T10:37:17.221824+00:00

🔥 Hi friends! Here's how to research prospects as soon as they book a call with you using Make + Clay! Watch here: youtube.com/watch?v=sB2Js8Mtnbo&t=13s (http://youtube.com/watch?v=sB2Js8Mtnbo&t=13s) PS: And yes, I give away all my templates here... Hope you enjoy! 🍿

Based on the chat history, the user appears to be discussing the use of Clay with Make (an automation platform) for researching prospects who book sales calls. They mentioned creating something similar specifically for "Claygencies" to increase sales call efficiency. Clay helps streamline prospect research through several key capabilities: 1. Advanced prospecting features that help build focused account lists and generate key contacts 2. AI-powered research capabilities that: • Help with meeting preparation • Surface company initiatives • Assist in creating strategic account plans 3. The platform enables new levels of deep research, targeting, and messaging, helping businesses efficiently find and connect with their ideal customers while saving significant time and resources.

Sources: FAQ | Clay.com Clay for sales | Clay.com 11 AI Prompts to Automate Prospect Research with Claygent [Automated Outbound] - Clay University

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