templates-md.md
58 Clay Templates (8 Categories)
1. List Building & Prospecting (8 templates, Beginner)
| Template | Use Case |
|---|---|
| Apollo → Clay Import | Bulk import from Apollo |
| Sales Navigator → Clay | LinkedIn search import |
| Clay Find Companies | Native company search |
| Clay Find People | Native people search |
| Lookalike Finder | Find similar companies |
| Competitor Customer Finder | Identify competitor users |
| TAM/SAM Builder | Market sizing |
| Industry List Builder | Vertical targeting |
2. Contact Discovery & Enrichment (7 templates, Beginner)
| Template | Use Case |
|---|---|
| Email Waterfall (5-step) | Maximum email coverage |
| Phone Enrichment Waterfall | Mobile number discovery |
| Email Validation Workflow | Verify before sending |
| LinkedIn Profile Enricher | Add profile data |
| Title Normalization | Standardize job titles |
| Company Data Enricher | Add firmographics |
| Tech Stack Identifier | Discover technologies |
3. Signal-Based Campaigns (9 templates, Intermediate)
| Template | Use Case | Signal Type |
|---|---|---|
| Job Change Tracker | New role monitoring | High intent |
| Champion Reactivation | Former customer contacts | Warm |
| Hiring Signal Detector | Company growth indicators | Medium |
| Funding Tracker | Investment monitoring | High intent |
| Tech Stack Change Detector | Technology shifts | Medium |
| Headcount Growth Trigger | Scaling companies | Medium |
| News-Based Outreach | PR/announcement triggers | Timely |
| Leadership Change Tracker | Executive movements | High intent |
| Multi-Signal Stacker | Combined signal scoring | Highest |
4. Inbound & Intent Workflows (7 templates, Intermediate)
| Template | Use Case |
|---|---|
| Website Visitor Follow-up | RB2B integration |
| Form Abandonment Recovery | Incomplete submissions |
| Content Engagement Trigger | Download/view tracking |
| Webinar Attendee Enrichment | Event follow-up |
| Product Signup Enrichment | Trial user research |
| Pricing Page Visitor | High-intent detection |
| Demo Request Enricher | Inbound qualification |
5. AI Research & Personalization (8 templates, Intermediate-Advanced)
| Template | Use Case |
|---|---|
| Deep Company Research | Claygent analysis |
| Personalized Opening Lines | AI-generated intros |
| Pain Point Identifier | Problem discovery |
| Competitor Analysis | Market positioning |
| Recent News Summary | Company updates |
| LinkedIn Post Analyzer | Content engagement |
| 10-K/Annual Report Parser | Public company research |
| Case Study Matcher | Social proof alignment |
6. Account Intelligence (6 templates, Advanced)
| Template | Use Case |
|---|---|
| Buying Committee Mapper | Multi-stakeholder ID |
| Account Scoring Model | Prioritization |
| Expansion Opportunity Finder | Upsell triggers |
| Churn Risk Identifier | Retention signals |
| Competitive Displacement | Switch indicators |
| Account Health Dashboard | Customer monitoring |
7. RevOps & Integrations (7 templates, Advanced)
| Template | Use Case |
|---|---|
| CRM Data Cleaner | Duplicate removal |
| Salesforce Sync | Bidirectional updates |
| HubSpot Integration | Marketing alignment |
| Slack Alerts | Real-time notifications |
| Spreadsheet Export | Reporting |
| Webhook Triggers | Custom automations |
| API Data Push | Custom integrations |
8. Industry-Specific Plays (6 templates, All Levels)
| Template | Industry | Focus |
|---|---|---|
| SaaS Expansion | Technology | Product-led signals |
| Agency New Business | Services | Budget timing |
| E-commerce Growth | Retail | Seasonal triggers |
| Healthcare Compliance | Medical | Regulatory changes |
| Financial Services | Finance | M&A activity |
| Manufacturing Scale | Industrial | Capacity signals |
Template Selection Guide
| Goal | Start With | Then Add |
|---|---|---|
| Build list from scratch | #1 List Building | #2 Contact Discovery |
| Signal-based outreach | #3 Signal Campaigns | #5 AI Research |
| Inbound follow-up | #4 Intent Workflows | #2 Enrichment |
| Account-based selling | #6 Account Intelligence | #3 Signal Campaigns |
| Data quality | #7 RevOps | #2 Contact Discovery |