gtmskills.com

Reference file

clay-enrichment-workflows.md

clay-enrichment-workflows-md.md

Clay Enrichment Workflows

9-Step Workflow (90%+ Data Coverage)

Step 1: Upload & Clean

  • Import CSV (minimum: company + domain)
  • Remove duplicates
  • Clay auto-standardizes names
  • Clean any errors manually

Step 2: Company Enrichment Waterfall

Sequence (each fills gaps from previous):

  1. Apollo → employee count, revenue, industry
  2. Ocean.io → missing firmographic data
  3. LinkedIn → recent company updates
  4. Claygent → funding news, press mentions
  5. RB2B → website visitor data (if applicable)

Step 3: People Enrichment

  • LinkedIn Sales Navigator search within companies
  • Filter: titles, seniority, recent hires (90 days)
  • Apollo as backup source
  • Limit: 3-5 decision makers per company

Step 4: Email Waterfall (The Money Step)

  • Single finder = 40% coverage
  • Waterfall = 85%+ coverage

Sequence:

  1. Apollo
  2. Prospeo
  3. LeadMagic
  4. Findymail
  5. Clay native patterns

Step 5: Email Verification

  • MillionVerifier bulk verification (primary)
  • Clay native verification (backup)
  • Remove: invalid, disposable
  • Flag: risky emails for manual review
  • Target: Under 2% bounce rate (critical)

Step 6: Phone Numbers

  • LeadMagic (primary)
  • BetterContact (for missing)
  • Clay pattern matching for direct lines
  • Verify against do-not-call lists

Step 7: Custom Data Points (Claygent)

  • Recent job changes (hiring intent)
  • Tech stack indicators
  • Funding/growth signals
  • Competitor mentions
  • Social activity patterns

Step 8: Scoring & Segmentation

Lead Score Components (100 points total):

  • Company size match: 25 pts
  • Recent signals: 25 pts
  • Email deliverability: 25 pts
  • ICP fit: 25 pts

Tier Assignments:

  • Tier 1 (80-100): Immediate outreach
  • Tier 2 (60-79): Nurture sequence
  • Tier 3 (<60): Long-term nurture

Step 9: Export & Integrate

  • Export to Instantly/LemList
  • Push high-value leads to CRM
  • Set up Make/n8n automation for ongoing enrichment

Pro Tips

  • Run in batches of 250 (optimizes Clay credits)
  • Set up templates for repeatable workflows
  • Monitor credit usage (waterfall burns fast)
  • Test with 50 records first before full run
  • Timeline: 1,000 prospects = 2-3 hours vs 40+ hours manual

58 Clay Templates (8 Categories)

1. List Building & Prospecting (8 templates, Beginner)

  • Apollo → Clay Import
  • Sales Navigator → Clay
  • Clay Find Companies/People
  • Lookalike Finder
  • Competitor Customer Finder
  • TAM/SAM Builder

2. Contact Discovery & Enrichment (7 templates, Beginner)

  • Email waterfalls
  • Phone enrichment
  • Email validation workflows

3. Signal-Based Campaigns (9 templates, Intermediate)

  • Job Change Tracker
  • Champion Reactivation
  • Hiring Signal Detector
  • Funding Tracker
  • Tech Stack Change Detector
  • Headcount Growth Trigger
  • News-Based Outreach
  • Leadership Change Tracker
  • Multi-Signal Stacker

4. Inbound & Intent Workflows (7 templates, Intermediate)

  • Website visitor follow-up
  • Form abandonment recovery
  • Content engagement triggers

5. AI Research & Personalization (8 templates, Intermediate-Advanced)

  • Deep company research
  • Personalized messaging at scale
  • AI-generated insights

6. Account Intelligence (6 templates, Advanced)

  • Deep-dive research workflows
  • Qualification automation

7. RevOps & Integrations (7 templates, Advanced)

  • Data cleanliness automation
  • System connections
  • CRM sync workflows

8. Industry-Specific Plays (6 templates, All Levels)

  • Vertical-specific templates
  • Industry trigger configurations

Delivery-Ready Templates

General High-Volume:

  • Leadmagic - Apollo - Bouncebean - Import Template

Segmented by Title/Industry:

  • Leadmagic - Apollo Import - Persona Segment

Email Enrichment:

  • Leadmagic - Clay - Enrich Prospect Emails

Standard Sales Nav Workflow:

  • Prospeo - Sales Nav - Leads Import Template

Alternative Sales Nav Flow:

  • Vayne - Sales Nav - Import Template