<aside> 💡 Ready to learn how to use Clay in minutes? We’re going to train you like we train our own customer support team!

Everything you need to know comes down to three core skills:

1- Create lists. Pull lead lists from a CSV, CRM, or build one from scratch using our companies, people and jobs database.

2- Enrich lists. Add data points like tech stack, job openings, Google searches, emails, mobiles and more from 50+ providers.

3- Use AI to write messages. Combine AI with the data in your table to deliver a personalized sequence to every prospect.

The fastest way to learn is to complete the following task list, which covers Clay’s most popular enrichments. Try it yourself and then expand our tutorials to view the answers.

If you’d like to watch a walkthrough first, check out this link!

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1️⃣: Find a list of companies

• [ ] 1: Create a new table in Clay. Use Find Companies from LinkedIn to find companies in the Technology, information, and internet companies with >500 employees, based in the US. Limit the list to 100.
  • Watch tutorial here 👇🏼

2️⃣: Enrich those companies

• [ ] 1: Click on “Enrich Data” and search for ****“enrich company.” Use the LinkedIn integration to find company description.

  • Watch tutorial here 👇🏼

• [ ] 2: Click on “Enrich Data” and search for “tech stack.” Use PredictLeads to find if the companies use Salesforce or Hubspot. (Hint: Add Hubspot and Salesforce to “Technology Names.”)

  • Watch tutorial here 👇🏼

• [ ] 3: Search for “company website.” Use the Clay scraper to scrape each company’s website.

  • Watch tutorial here 👇🏼

• [ ] 4: Search for “ChatGPT.” Click on “Templates” and search for “B2B.” Based on the LinkedIn company description, ask ChatGPT to return whether the company is B2B or B2C.

  • Watch tutorial here 👇🏼

• [ ] 5: Click to “Add View.” Click on “Filter” to include only companies who are B2B and use Salesforce or Hubspot.

  • Watch tutorial here 👇🏼

• [ ] 6: Score your leads based on keywords. In “Enrich Data,” click on “Score Row.” Score companies whose description contains the words “cloud,” “AI,” or “HR” by adding these words to “scoring criteria.”

  • Watch tutorial here 👇🏼

3️⃣: Find & enrich people from those companies

• [ ] 1: Click on Find People. Filter to people who meet the following criteria. Titles: Sales, BDR, SDR, AE. Location: United States. Limit: 100 results.

  • Watch tutorial here 👇🏼

• [ ] 2: Go back to “Enrich Data” and search for “Enrich Person from LinkedIn Profile.” Enrich each person with their college, first job after college, and location.

  • Watch tutorial here 👇🏼

• [ ] 3: Search for “work email” and find each person’s work email.

  • Watch tutorial here 👇🏼

4️⃣: Write personalized messages using AI

• [ ] 1: Click on “Enrich Data” and search for “ChatGPT.” Click on “Templates” and search “Company Mission” to use this template to summarize company’s mission. Use “Run Settings” to only run the column if a work email has been found.

  • Watch tutorial here 👇🏼

• [ ] 2: Use ChatGPT to write an entire email using the following prompt.

  Use the first name, company mission, and company name inputs to write a cold outbound email that follows the format outlined below. The first name input is [First name]. The company mission input is [Company mission]. The company name input is [Company name].

  Follow this format exactly. Do not use any quotation marks.

  Hi [First name], [Company mission]. Thought you’d be a good person to chat with about automating the boring work that comes with your job at [Company Name] - like writing these emails!”

  • Watch tutorial here 👇🏼