Learn and master Clay with Clay university

Next we’ll cover a simple but powerful end-to-end workflow any SDR could pick up and run with.

Let's say you're an SDR and you're responsible for booking a call with Stripe. Before we write a single outreach message, we start with getting context.

Good context creates good outreach. By the end of this lesson, you'll have personalized emails ready to send to your ICP.

🔍 Step 1: Account Research

First, you'll start with account research.

Use this prompt:

@Clay show me stripe.com's hiring trends and tech stack. Provide a snapshot of what roles they are hiring and where.

This gives you the foundation you need. You'll understand what technologies Stripe is investing in, which departments are growing, and where they're expanding geographically. All of this context will inform your outreach strategy.

👥 Step 2: Find and Enrich Contact Information

Next, you'll find and enrich contact information.

Use this prompt to identify your target contacts:

@Clay find US-based Product Directors at stripe.com who joined in last 6 months

This surfaces the exact people you want to reach - decision-makers who are new enough in their roles to be evaluating processes and tools, but established enough to have budget influence.

Then enrich their email addresses so you have verified contact information ready to go.

✍️ Step 3: Draft Your Personalized Outreach

Finally, you'll draft your personalized outreach.

Start by getting deeper context on your top prospects:

@Clay give me summary briefs on the top 3 contacts

This gives you the background you need to write truly personalized messages - their career trajectory, recent role changes, and relevant experience.

Then create your outreach:

@Clay draft personalized emails for each contact, referencing their background and company growth

Now you have emails that reference specific details about each contact and tie into Stripe's hiring trends and growth signals you discovered in your research.

🎯 Why This Workflow Works

This workflow transforms generic spray-and-pray outreach into strategic, context-driven messaging. You're not just sending cold emails - you're demonstrating that you understand the prospect's company, their role, and their current priorities.

That's it for a full SDR workflow.

Next, I'll show you an account planning workflow.