Using HG Insights to Create a Competitive Outbound Campaign

Using HG Insights in Clay to Create a Competitive Outbound Campaign

Today, we’ll walk through how to use HG Insights as a source to identify companies using a specific product. In this example, we’ll target a competitor’s customer base, then layer in enrichments and build a scoring model to surface the most promising prospects.

Use Case Walkthrough

https://www.loom.com/share/691722ee7f1a4c70a1937c30543eb867?sid=d79f1122-7ecd-406a-b485-56cad96045b7

Steps to Implement:

Create a new workbook and select HG Insights as your source.
Enter the vendor’s domain, then choose a product from the dropdown menu.
Set the maximum number of products per company to 1, and choose the maximum number of companies you’d like to return.

(Note: HG Insights charges 8 credits per product per company.)
Apply additional filters such as industry, revenue, employee count, and location before running the source.
Add relevant enrichments to help qualify or disqualify potential targets.
- In this example, I added:
  - AI-generated insights
  - Active job postings
  - Presence of other tech tools (e.g., dbt, Airflow, etc.)
Build a scoring model to identify which companies are the best fit for outreach.
Use your enriched and scored list to craft highly targeted messaging for your outbound campaign.

Actions Used:

HG Insights (source)
Use AI to analyze if the company is public or private
Job Openings
HG Insights (enrichment)
Score Row in Clay

Customization Ideas and Variations:

Draft outbound messaging explaining why your product is more cost effective / better for growing teams / integrated with their other products / better than your competition.
Add enrichments for headcount growth or fundraising to identify high growth prospects.
Use the location filter to find prospects in specific locations / countries.

Link to Template

https://app.clay.com/shared-table/share_0syum50VMkqYfzPKGKq

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