Learn and master Clay with Clay university

Now we're covering another end-to-end workflow, this time for account planning.

You'll use Clay in ChatGPT to research target accounts and create personalized outreach strategies, so you have a complete picture of:

• Who to talk to
• What they care about
• And how to engage them

💬 The Prompt

Here's the prompt you'll use:

‍@Clay research all engineering leadership at Notion.com. Then research the company and create an account plan with the people, initiatives, and strategies to break into Notion selling GTM tools

🔍 What the Prompt Returns

When you run this prompt, Clay's AI goes to work building a comprehensive account plan for you.

First, it identifies all the engineering leadership at Notion.com - giving you a complete map of who the key decision-makers and influencers are within the engineering organization.

Then it researches the company itself, pulling together intelligence about Notion's current initiatives, priorities, and strategic direction.

Finally, it synthesizes all this information into an actionable account plan that includes:

• The people: Specific engineering leaders you should target, along with their roles and likely priorities
• The initiatives: What Notion is currently focused on that relates to GTM tools
• The strategies: Concrete approaches for how to break into the account, tailored to what you're selling and what they care about

‍

Instead of spending hours manually researching an account and piecing together an engagement strategy, you get a complete, personalized account plan in minutes.

🚀 What's Next

In the next lesson, we'll look at ways to come up with your own prompts, depending on your company and role. See you there.