Clickup’s Fortune 500 outbound enrichment playbook

First, copy this workbook (two tables) 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. 

Step 2:

Add companies to the first table and import them to the second

In the first table (Fortune 500), type a company name and their website URL into the first two columns respectively. The rest of the columns will automatically run. 

Next, import those companies into the second table where we’ll further enrich and personalize emails. 

Step 3:

Set up company lookup and enrich from LinkedIn

Set up the company lookup column (column two) by adding the table ID and the company record ID from the first table. Then enrich contacts with data from their LinkedIn profile.

Step 4:

Customize email prompts

Using enriched data about the company and contact, this table generates customized variations of outbound emails tailored to the insights it gathers. For example, if the company recently acquired another company, it will mention that in the email opener.

Customize the email prompts to fit your business and needs (columns 26-36). 

Step 5:

Add leads to SmartLead 

Last, send enriched contacts to a SmartLead campaign. If you use a different email sequencer (Outreach, Apollo, Hubspot, etc.), add it here instead.