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Automate outbound gifting ideas in Clay

Automate outbound gifting ideas in Clay

Use Claygent to automate personalized gifting suggestions in seconds

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Before you begin

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Outbound gifting can increase meeting rates and win rates and lead to larger deals that close faster. But as more and more companies turn to gifting, how can you stand out?

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Enter: personalized gifting. 

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In this Claybook, you'll learn how to use Claygent, Clay’s AI research agent, to automate personalized gifting suggestions (with links to buy) based on LinkedIn interests and skills. 

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For example, after reviewing my LinkedIn profile, Claygent recommended that we gift me (a former theater major and New York City resident) tickets to a Broadway show, and then returned the URL to Telecharge.com to purchase tickets. 

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Gift with speed and differentiation. Do it with Clay. 

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Coming soon: We’ve partnered with Sendoso to give Clay customers access to their market-leading gifting algorithm. Choose from thousands of gifts in their catalogue and send them to prospects directly from your Clay table. Stay tuned!

Information
Follow the step by steps here in Clay
Download the free template
1

First, copy this template in Clay.

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook. 

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Step 2:

Customize Claygent prompt (optional)

Claygent, Clay’s AI research agent, will analyze each prospect's LinkedIn profile and make a gift suggestion (with the link to buy online) based on their skills and personal interests. 

But before you paste LinkedIn profile URLs into the table, customize the Claygent prompt to fit your needs (optional). 

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Step 3:

Paste LinkedIn profile URLs

Last, paste a list of LinkedIn profile URLs into the first column so Claygent can scale gifting recommendations for you in seconds. 

Need a list of LinkedIn profile URLs from your target accounts? Use the Find People feature in Clay. Learn how to here. 

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