clay-operations-templates-md.md
Clay Operations — Templates Library
58 battle-tested Clay templates organized by skill level and category.
Skill Levels
- ⭐ Beginner — Core workflows everyone needs
- ⭐⭐ Intermediate — Signal-based and intent workflows
- ⭐⭐⭐ Advanced — AI research, account intelligence, RevOps
Quick Start Packs
First Campaign Pack (Beginner): Apollo Import + Email Waterfall + Validation + Sequencer Push → Get first campaign live in under 2 hours
Signal-Based Pack (Intermediate): Job Change Tracker + Website Visitors + LinkedIn Engagers → Boost reply rates from 7% to 20%+
Full GTM Flywheel Pack (Advanced): 10+ templates for complete inbound-led outbound motion → The system Frontal uses internally
Category Overview
| Category | Templates | Level |
|---|---|---|
| List Building & Prospecting | 8+ | ⭐ |
| Contact Discovery & Enrichment | 7 | ⭐ |
| Signal-Based Campaigns | 9 | ⭐⭐ |
| Inbound & Intent Workflows | 7 | ⭐⭐ |
| AI Research & Personalization | 8 | ⭐⭐–⭐⭐⭐ |
| Account Intelligence | 6 | ⭐⭐⭐ |
| RevOps & Integrations | 7 | ⭐⭐⭐ |
| Industry-Specific Plays | 6 | All |
| Total | 58 |
⭐ List Building & Prospecting
Finding and building lists of target accounts and contacts.
| Template | Difficulty | Description |
|---|---|---|
| Apollo → Clay Import (LeadMagic) | ⭐ | Standard Apollo export to Clay enrichment |
| Sales Navigator → Clay (Prospeo) | ⭐ | LinkedIn Sales Nav scrape and enrich |
| Clay Find Companies | ⭐ | ICP-based company discovery using Clay native |
| Clay Find People | ⭐ | Title-based people discovery |
| Lookalike Company Finder | ⭐⭐ | Find similar companies via Ocean.io |
| Competitor Customer Finder | ⭐⭐ | Find companies using competitor products |
| TAM/SAM Builder | ⭐⭐ | Map total addressable market with enrichment |
| Clean Company Names (No Credits) | ⭐ | Normalize company names without spending credits |
| Email Waterfall Template | ⭐ | Create your own multi-provider email waterfall |
| Find People Clay + Emails | ⭐ | Find people using Clay native + email enrichment |
| Local Business (Google Maps/Clay) | ⭐ | Local biz using Google Maps + owner emails |
| Local Business (Openmart) | ⭐ | US local biz via Openmart + owner emails |
| eCommerce (Store Leads) | ⭐ | E-com brands via Store Leads + decision makers |
| Look-a-Like Companies (Ocean + Clay) | ⭐⭐ | Lookalike discovery using Ocean.io |
| Finding Product Competitors (HS Insights) | ⭐⭐ | Competitive product discovery |
| Mapping Job Titles to Personas | ⭐⭐ | Map raw titles to buying personas |
| Finding Niche Prospects | ⭐⭐ | Niche market prospecting |
Data sources: Apollo.io, LinkedIn Sales Nav, LeadMagic, Prospeo, Vayne, Ocean.io, Clay Native, Store Leads, Openmart, Google Maps
Pro tips:
- Always duplicate templates before using — never edit the original
- Start broad, filter down — pull larger lists then qualify in Clay
- Use multiple sources — Apollo + Sales Nav often give different results
- Check volume first — ensure at least 500–1,000 accounts before building
⭐ Contact Discovery & Enrichment
Finding emails, phones, and enriching contact data.
| Template | Difficulty | Description |
|---|---|---|
| LinkedIn Profile Enricher | ⭐ | Enrich with LinkedIn data (premium status, posts) |
| Champion Identifier | ⭐⭐⭐ | Find previous customers at new companies |
Key insight: The waterfall approach gets 85–90% email coverage vs 40% from a single source.
⭐⭐ Signal-Based Campaigns
Trigger outreach when buying signals appear.
| Template | Difficulty | Signal Type |
|---|---|---|
| Job Change Tracker | ⭐⭐ | People who changed jobs (0–90 days) |
| Champion Reactivation | ⭐⭐ | Past customers at new companies |
| Hiring Signal Detector | ⭐⭐ | Companies posting relevant jobs |
| Funding Announcement Tracker | ⭐⭐ | Series A-C funding rounds |
| Tech Stack Change Detector | ⭐⭐⭐ | New tool adoption or competitor removal |
| Headcount Growth Trigger | ⭐⭐ | Companies crossing growth thresholds |
| News-Based Outreach | ⭐⭐⭐ | Companies in relevant news |
| Leadership Change Tracker | ⭐⭐ | New VP/C-level appointments |
| Multi-Signal Stacker | ⭐⭐⭐ | Combine 3+ signals for hot prospects |
Performance comparison:
- Cold prospects: 6–8% reply rate
- Signal-based: 18–22% reply rate
- Multi-signal stacked: 35–40% reply rate
Pro tips:
- Don't mention the signal in the email — prospects get these constantly
- Act fast — hot signals expire in 3–7 days
- Stack signals for heat scoring — 3+ signals = reach out same day
- Job changes peak at days 14–45 — new hires are building their stack
⭐⭐ Inbound & Intent Workflows
Capture and convert people showing interest.
| Template | Difficulty | Description |
|---|---|---|
| 7 templates | ⭐⭐ | Website visitors, content engagement, intent signals |
⭐⭐–⭐⭐⭐ AI Research & Personalization
Deep research and personalized messaging at scale.
| Template | Difficulty | AI Function |
|---|---|---|
| Pre-Call Research Table | ⭐⭐ | LinkedIn URL → full prospect intel for sales calls |
| Customer Domain → Campaign Ideas | ⭐⭐⭐ | Input customer domain → 3 campaign ideas output |
| Pain Point Finder | ⭐⭐⭐ | AI research for contact-level challenges |
| Company Research Deep Dive | ⭐⭐ | USPs, goals, metrics, ICP via Perplexity |
| AI Campaign Idea Generator | ⭐⭐⭐ | Generate tailored campaign angles per prospect |
| Case Study Matcher | ⭐⭐⭐ | Match prospects to relevant case studies |
| Personalized First Line Writer | ⭐⭐ | AI-generated opening lines |
| Twain Integration Table | ⭐⭐⭐ | Full AI copywriting for email + LinkedIn |
The "Golden Prompt" Framework for campaign idea generation:
- USPs — What makes them unique?
- Goals — What are they trying to achieve?
- Metrics — What KPIs do they track?
- ICP — Who do they sell to?
- Current challenges — What are their pain points?
Pro tips:
- LinkedIn URLs required for best results (95% success rate)
- Quality prompting is essential — the campaign idea drives all research
- Use majority rules for accuracy — run Perplexity, Claude, AND GPT
- Twain outperforms raw Claude at scale (Claude struggles after 500+ contacts)
⭐⭐⭐ Account Intelligence
Deep-dive research and qualification on target accounts.
| Template | Difficulty | Use Case |
|---|---|---|
| ICP Fit Scorer | ⭐⭐ | Score accounts against ICP criteria |
| Tech Stack Analysis | ⭐⭐⭐ | HG Insights → BuiltWith → PredictLeads waterfall |
| Competitive Intelligence | ⭐⭐⭐ | Track competitor customers/moves |
| Account Tiering System | ⭐⭐⭐ | Tier 1/2/3 qualification with AI |
| Closed-Won Pattern Analysis | ⭐⭐⭐ | Find patterns in won deals |
| Market Research Table | ⭐⭐⭐ | Industry/segment analysis |
⭐⭐⭐ RevOps & Integrations
Keep data clean and systems connected.
| Template | Difficulty | Function |
|---|---|---|
| Master Blocklist System | ⭐⭐ | Central blocklist management |
| CRM Enrichment Sync (HubSpot) | ⭐⭐⭐ | Auto-enrich CRM contacts |
| CRM Enrichment Sync (Salesforce) | ⭐⭐⭐ | Auto-enrich CRM contacts |
| Clay → Instantly Push | ⭐⭐ | Auto-send qualified leads to sequences |
| Clay → Smartlead Push | ⭐⭐ | Auto-send qualified leads to sequences |
| Deduplication Table | ⭐⭐ | Remove duplicates across sources |
| Slack Notification Workflow | ⭐⭐ | Alert team on hot prospects |
Pro tips:
- Blocklist is non-negotiable — build it before your first campaign
- Dedupe on full name + email — catches most duplicates
- CRM sync should enrich, not overwrite — protect manual data entry
- Slack alerts for hot prospects — speed to lead matters
Industry-Specific Plays
Ready-to-use templates for specific verticals (6 templates across various industries).
Built by Frontal & Ivan Falco. For questions on implementation or anything not covered here, reach out to Ivan directly on LinkedIn.