Research your prospects in 30 seconds🤑 B2B Sales Meeting Clay Bot [Table Link Inside]
Автор: Sales Unicorn🦄
Загружено: 2025-01-25
Просмотров: 76
Описание:
In this video, I will show you how you can research your prospects in just 30 seconds without having to manually check their profile online :)
Subscribe to my FREE newsletter for more Sales tech automation and GTM knowledge: https://salesunicorn.substack.com/
Connect with me on Linkedin: https://www.linkedin.com/in/sarmadsandeelo/
Video sections:
00:00 Intro
00:10 What Pre-Call Prep Bot does
02:00 Clay Table in graph view
04:19 How to import data from webhook
04:30 Claygent for finding Prospect social profiles
04:50 Claygent uses social profiles to write summary
05:30 Claygent creates Ice-breaker line
06:38 Clay sends notification to Slack channel
07:25 Slack channel notification
08:55 How to use this bot to convert prospects faster
Picture this:
Your SDRs have to spend 15 minutes per call to research prospect before the meetings.
Instead of spending valuable minutes researching, they get a crisp summary about your prospect delivered in your slack channel within seconds?
In just 30 seconds, you’ll know:
✔ Who they are.
✔ What their background is.
✔ The challenges they’re facing.
✔ And most importantly—how you can help.
✔ Would that make converting them into a customer easier?
If your answer is “YES,” this Clay workflow is your new best friend.
Here’s how it works:
A meeting gets created in calendly and its sent to Clay via webhook. Clay researches your prospect, creates a personalized summary, and sends it straight to your SDR channel in Slack.
Why your team will love it:
✔ Save 10-15 minutes of preparation per call.
✔ Get summaries ready within 30 seconds of scheduling.
✔ Build rapport faster—and close deals quicker.
The simple 3-step workflow:
1️⃣ Scheduling App sends a request to Clay’s webhook.
2️⃣ Clay enriches prospect data and performs tailored research.
3️⃣ Slack delivers the notes directly to your SDRs.
Try it out: https://app.clay.com/shared-table/share_md...
Get 3000 Free Clay Credits: https://clay.com?via=095dcc
I am Sarmad Sandeelo and I help B2B SaaS startups & Agencies book meetings with founder-led growth🦄
➡️ Subscribe to get weekly actionable insights on Clay, GTM, sales tech, B2B outbound sales and workflow automations delivered to your inbox – and build yourself to be a rare unicorn🦄 in your tribe.
#sales #SDR #clay #GTM #gotomarket #gotomarketstrategy #outbound #inboundmarketing #email #workflow #automation #outboundmarketing #aiagents
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