Quickly Research Prospects in 15 Seconds with Clay Automation

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How to Research a Prospect in 15 Seconds When They Book a Call with You Using Clay Want to quickly research the Linkedin profile & company of the lead? This video shows you how to automate the entire process in under 5 mins! ⏱️ 🔥 Check it out: https://youtu.be/nLkKONOrp-I

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Here's how to automate prospect research using Clay: 1. Start by copying one of these templates based on your needs: • For general account research: Use this template • For keyword-specific research: Use this template 2. For basic research: • Simply paste LinkedIn profile URLs into the table • Clay will automatically enrich the data with recent posts, financials, firmographics, and prior work experience 3. For keyword-specific research: • Input the prospect's full name and company name • Clay will automatically find their LinkedIn profile • Customize which LinkedIn data fields you want to analyze • Specify keywords you want to search for in their profilesThis automation helps you scale your research efforts while getting detailed insights for tailoring your outreach. Sources: Claybooks: Automate account research summaries to Google Docs | Clay.com Claybooks: Search LinkedIn profiles for target keywords | Clay.com
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