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Identify Hard-to-reach Prospects & Automate Personalized Gifting via Sendoso

Identify Hard-to-reach Prospects & Automate Personalized Gifting via Sendoso

Use intent and firmographic data to find the right buyers, then leverage Sendoso’s gift recommendations to automate high-touch outbound at scale.

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Before we begin

Identifying and utilizing intent and firmographic data for high-touch outreach is a significant challenge, as access to actionable, localized gifting data is often limited. Without clarity on which stakeholders are showing interest—and which gifts are actually available in their region—targeting becomes inefficient and physical mailers often go to waste. ‍ 

This Claybook resolves this issue by leveraging real-time intent signals and firmographic data to build a prioritized buying committee. When paired with Sendoso, it enables the automated selection of personalized, budget-compliant gift recommendations, empowering fast and effective high-touch campaigns that break through the noise.

What is Sendoso?

Sendoso is the leading platform for launching gifting and direct mail programs at scale, with the same ease as a digital campaign. We handle everything from sourcing and logistics to integrations with your GTM tech stack, so B2B teams can cut through digital fatigue and connect with buyers in more personal, thoughtful ways. With options across global a marketplace and AI-powered personalized gift recommendations, Sendoso is trusted by industry leaders like Gong, Verkada, and Meta, Sendoso helps GTM teams double win rates, drive 6x higher second-call rates, and close deals 29% faster.

How it works: 

  • Build your target list using Clay’s native firmographic data to identify high-fit companies.
  • Score and qualify each prospect by layering in real-time intent signals to prioritize accounts with the highest propensity to buy.
  • Map prospect budget tiers to ensure every gift recommendation is automatically aligned with your ROI and spend limits per persona.
  • Generate personalized gift recommendations for each prospect by querying the live Sendoso catalog based on their specific country and seniority.
  • Trigger gift fulfillment directly from Clay, sending the order to your Sendoso account for final approval and shipping.

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

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.

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

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2

Next, use the Find People action to build your list using Clay’s native firmographic data. Customize your search criteria from the list of available options, including:

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  • Industries 
  • Company Size 
  • Location 
  • Job title
  • Seniority

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3

After building your list, you can use signals to quality the prospects to proceed with. To do this, customize your scoring criteria using these available options:

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  • Claygent to identify the number  of physical locations each company has
  • Chatgpt to identify the category of leadership each prospect belongs to
  • Use Find active job openings action to see if the company is employing for related roles

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4

Next, use a Formula Column or AI Column to assign a budget tier to each prospect based on their profile. This ensures your high-touch gifting is reserved for the highest-value opportunities. Customize your logic using criteria such as:

  • Leadership category
  • Number of physical locations they have
  • Number of active job openings available

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5

Next, use the Sendoso: Get Gift Recommendations action to automatically pull relevant gift ideas from their live catalog. Customize the recommendation engine by mapping your prospect data to these key inputs:

  • Recipient Email
  • Maximum price (USD)
  • Ship to Country

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6

Finally, use the Sendoso: Send Gift action(s) to push your chosen selection directly into your Sendoso dashboard. Customize the final fulfillment logic using these available options:

  • Product variant ID
  • Recipient email
  • Recipient first and last name
  • Message to accompany the gift
  • Sender’s details

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