INSANE Personalized AI Lead Generation? Get Started With Clay!

Summary

In this tutorial, Mike introduces Clay.com, a platform for creating personalized and scalable cold campaigns. He demonstrates how to utilize Clay's data enrichment features to build a targeted LinkedIn outreach list, scrape and enrich contact information efficiently. The video also covers how to draft AI-generated emails and set up email campaigns, highlighting Clay's ability to automate and personalize marketing efforts.

Takeaways

• 🚀 Clay.com is a platform for creating personalized and scalable cold campaigns.
• 🔗 The presenter, Mike, offers help with AI and automation tools for businesses and introduces Clay's features.
• 📈 Clay integrates with over 50 data sources and uses web scraping and AI to personalize campaigns.
• 📱 Clay's user interface includes a workspace dashboard for managing leads and databases.
• 🔍 The platform allows users to create new tables and pull data from various sources like LinkedIn, Google, and GitHub.
• 🔑 Clay's data enrichment features enable users to find personal emails, work emails, and other details through third-party providers.
• 💧 The 'waterfall' technique is used to sequentially search multiple databases for the most comprehensive data.
• 📊 Clay provides an Excel-like interface for managing and viewing data.
• 📧 Users can export data in CSV format and use AI to generate personalized email content.
• 📬 Clay supports formula creation to merge email columns for streamlined email campaigns.
• 💡 The video includes a tutorial on setting up a Clay campaign and mentions additional features like web scraping.

Q & A

What is Clay.com and what does it offer for businesses?

Clay.com is a platform that enables businesses to create highly personalized and scalable targeted cold campaigns. It uses AI and data from over 50 sources to create hyper-personalized outreach campaigns.

How does Clay.com help in creating LinkedIn Outreach campaigns?

Clay.com provides features like a 'waterfall enrichment' system that enriches data from various sources, allowing users to create personalized LinkedIn Outreach campaigns by scraping data from LinkedIn and other platforms.

What is the benefit of using the link provided in the video description to sign up for Clay.com?

Using the link in the video description to sign up for Clay.com gives the user 3,000 free credits, which can be used to access the platform's services without immediate cost.

How does Clay.com's data scraping work?

Clay.com uses bulk data scrapers to pull information from sources like LinkedIn, Google, HubSpot, GitHub, and more. It combines web scraping with AI to create targeted campaigns.

What is the 'waterfall technique' used by Clay.com for data enrichment?

The 'waterfall technique' is a method used by Clay.com where it sequentially searches through various third-party data providers to find information on a person. It adds information from each source if found, and moves to the next if not, until it has gathered data from all available sources.

How many people can be imported under Clay's free plan?

Under Clay's free plan, users are allowed to import up to 2,500 people.

What types of information can Clay.com enrich a user's database with?

Clay.com can enrich a user's database with information such as personal and work emails, mobile phone numbers, education, job start date, job title, locations, profile pictures, and more.

How does Clay.com assist in creating automated AI-generated emails?

Clay.com allows users to draft email templates and includes dynamic data insertion. It also features an AI function that generates personalized first lines of emails based on the recipient's job title and other information.

What is the purpose of the 'ADD column' feature in Clay.com?

The 'ADD column' feature in Clay.com enables users to add new columns of information to their database based on the data enrichment options available, such as personal emails, bios, and work emails.

How can users export the information gathered by Clay.com?

Users can export the information gathered by Clay.com by clicking on the 'export' button and downloading the data as a CSV file, which includes all the contact information and other details gathered from the platform.

What is the process for starting an email campaign in Clay.com?

To start an email campaign, users can draft messages, use dynamic data and AI features to personalize the content, and then save and run the campaign for selected rows in the database. They can also merge email columns and use a centralized column for sending campaigns.

Outlines

00:00

🚀 Introduction to Clay for Personalized Cold Campaigns

This paragraph introduces the video's focus on Clay, a platform for creating personalized and scalable cold campaigns. The narrator, Mike, offers a brief introduction to his expertise in AI and automation tools and encourages viewers to follow a link for a free trial and credits. The main features of Clay are highlighted, including its ability to pull data from over 50 sources, web scraping, and AI to create targeted campaigns. The process of signing up and accessing the workspace dashboard is also outlined, along with the creation of a new table for leads using Clay's data sources.

05:00

🔍 Data Collection and Enrichment with Clay

The second paragraph delves into the specifics of data collection on Clay, starting with LinkedIn as an example. The narrator explains how to set parameters to find specific profiles, such as managers in Florida with at least 10 months of experience. The paragraph also covers the preview feature, the ability to import a large number of profiles, and the data enrichment process. Clay's use of third-party data providers and its waterfall technique for gathering information is detailed, along with the options to enrich data further by adding personal emails, work emails, and mobile phone numbers. The paragraph concludes with an overview of the Excel-style database and the export feature for the collected data.

10:02

📧 Automating Email Campaigns with Clay's AI Features

The final paragraph discusses the process of automating AI-generated emails within Clay. It begins with drafting a template email and incorporating dynamic data, such as the recipient's first name. The AI feature is used to create personalized opening lines based on the recipient's job title and company. The paragraph continues with the steps to input an offer and save the email draft, then describes how to merge email columns to create a centralized email list for campaigns. The video concludes with instructions on how to start an email campaign, export data as a CSV, and hints at additional videos covering Clay's other features like web scraping. The narrator also offers his services for setting up Clay campaigns and other automation projects.

Keywords

💡Clay.com

Clay.com is a platform designed to facilitate the creation of personalized and scalable cold outreach campaigns. It is central to the video's theme, demonstrating how businesses can leverage the tool for targeted marketing. In the script, Clay.com is introduced as a service that allows users to make outbound campaigns with the help of AI and data scraping from various sources.

💡Personalization

Personalization refers to the customization of marketing materials to suit individual preferences or characteristics. In the context of the video, personalization is key to creating effective cold campaigns on Clay.com, where the platform's features allow for hyper-personalized outreach based on data enrichment from multiple sources.

💡AI

AI, or Artificial Intelligence, is the simulation of human intelligence in machines to perform tasks. The video showcases AI's role in automating the creation of personalized content, such as emails, within Clay.com. For example, the script mentions using AI to generate a personalized first line for an email campaign.

💡Data Enrichment

Data enrichment is the process of improving and expanding raw data into more usable and valuable formats. In the video, Clay.com uses data enrichment to enhance profiles with additional information such as personal emails, work emails, and mobile phone numbers, which are crucial for building comprehensive contact lists.

💡LinkedIn

LinkedIn is a professional networking platform that is heavily utilized in the script to demonstrate how Clay.com can scrape and utilize professional data for outreach campaigns. The video mentions using LinkedIn to find people based on job titles, locations, and experience levels.

💡Outbound Campaigns

Outbound campaigns refer to marketing strategies that actively reach out to potential customers, as opposed to inbound marketing which attracts customers. The video's main theme revolves around creating outbound campaigns using Clay.com, with a focus on how to personalize and scale these campaigns effectively.

💡Waterfall Technique

The waterfall technique, as mentioned in the script, is a method used by Clay.com to sequentially query multiple data sources until information is found. It is used for data enrichment, ensuring that the most accurate and comprehensive data is collected for each contact.

💡API Key

An API key is a code passed in by computer programs calling an API, or Application Programming Interface. In the context of the video, API keys are necessary for using certain third-party services for data enrichment within Clay.com, such as Apollo, Lusha, or Swordfish.

💡CRM

CRM stands for Customer Relationship Management, which is a technology for managing a company's interactions with customers and sales prospects. The script mentions CRM integration with Clay.com, allowing users to sync their data and campaigns with systems like HubSpot or Pipedrive.

💡Email Campaign

An email campaign is a series of email messages sent to a targeted audience. The video demonstrates how to draft and run email campaigns on Clay.com, including the use of AI to generate personalized content and the process of exporting email lists for outreach.

💡Formula

In the context of Clay.com, as described in the script, a formula is used to create rules for data manipulation, such as merging email columns. The video shows how to create a formula to prioritize validated work emails over personal emails for campaign distribution.

Highlights

Introduction to Clay.com, a platform for creating personalized and scalable cold campaigns.

Clay's unique feature of using a 'waterfall enrichment' technique for hyper-personalized campaigns.

Mike's role as an AI and automation expert helping businesses to supercharge their operations.

Signing up for Clay with a Google account and the availability of a 14-day free trial.

Creating a new table in Clay to pull data from various sources like LinkedIn, Google, HubSpot, and GitHub.

Using Clay's bulk data scrapers to build a list of people from LinkedIn based on specific job titles and locations.

The ability to import up to 2,500 people on Clay's free plan and up to 50,000 with an upgraded plan.

Demonstration of how to enrich data further by selecting options like education, personal email, work email, and mobile phone.

Explanation of Clay's use of third-party data providers and the consolidation of information into one list.

The process of exporting data from Clay into a CSV file for free.

How to add new columns of information to the database using Clay's enrichment features.

Using AI to generate personalized first lines for emails based on the person's job title and company.

The option to add more information like personal bio and work email to the database.

Clay's formula feature to merge email columns and create a centralized email list for campaigns.

Drafting personalized email templates using dynamic data from the database.

Starting an email campaign in Clay and the option to use smart lead or custom email providers.

Mike's offer to help set up Clay campaigns or work on automation projects.

Invitation to subscribe for more videos on Clay's features like web scraping and other AI automation tools.

Transcripts

today I'm going to show how we can get

started with clay.com if you're not

familiar with Clay they basically allow

us to make super personalized super

scalable targeted cold campaigns we're

going to be able to make our own

personalized LinkedIn Outreach campaigns

using Clay's amazing waterfall

enrichment features which will allow us

to make amazing outbound campaigns hello

I'm Mike and I help supercharge

businesses with AI and automation tools

enough talking let's get into clay.com

so I'm over on on clay.com you can

follow along by clicking the link down

the description below also by you using

that link you'll also get 3,000 free

credits so make sure you use that link

down in the description below but as you

can see clay allows us to scale

personalize outbound campaigns in

seconds not months what I love is that

clay pulls from over 50 plus data

sources combined with web scraping and

AI to make really hyper-personalized

targeted campaigns for whatever we're

trying to do so I'm going to start off

using their 14-day trial and I'm just

going to sign in with my Google account

so now once we're inside clay we're

brought to this workspace dashboard

right here and this is going to be the

central page where we have all of our

workspaces and all of our databases for

all of our leads and information and

we're actually going to not use the clay

starter table here what we're going to

do is come up to create new and we're

going to click on the table icon right

here and this will allow us to make a

new table all pulling from Clay's data

and now what's amazing about Clay is

that they have their own bulk data

scrapers that they use to pull

information from LinkedIn Google your

HubSpot GitHub and all kinds of other

great sources here to get started on

making our list and what we're going to

do is start off by using LinkedIn so you

can see they have a couple different

options for LinkedIn for companies for

jobs but we're going to use the people

one here find people from LinkedIn so

this will allow us to build list of

people from LinkedIn I'll click on this

one and now we can just select our

parameters for the people that we're

trying to find for our cold Outreach

campaign so I'm going to go into job

title here I'm going to look for

managers location and I want to find

these people in Florida for instance and

let's say I'm looking for an experience

with a minimum of 10 months in their

current role obviously you can go

through and make this as specific as you

want so I click on preview people clay

will go through use their own data

scrapers and put together a list based

on the criteria you have here and a

couple seconds later we have over 2,500

matches found using clay it's only

giving us 50 right here on the table but

using Clay's free plan we're allowed to

import up to

2,500 people if you decide to upgrade

your plan with Clay you can scrape up to

like 10 to 50,000 people which is insane

and kind of mind-blowing if you think

about it but from here all we have to do

is just click on import the 2500 people

we got and now we're brought to a new

import option that will allow us to

enrich our data even further what we can

do here is pick a couple different

options to get us more data about the

people that we're looking to scrape we

can select this option here to get a

fully enriched profile which will

include things like their education we

could select this option to also get the

personal email this option to get the

work email and this option to get the

mobile phone of the person and now how

this works is Clay actually uses

third-party data providers from a lot of

sources that you already already know to

get the information and put it in one

Consolidated list so they don't actually

have their own database that they pull

from what they do is they use all these

other data aggregators as databases to

then find the specific person that we're

looking for clay uses a waterfall

technique to go through the first

database look to see if there's any

information on that person and then it

will add that information if it's found

and then it will go to the next database

if it can't find any information and it

will do that until it's found

information from everyone on the list

which is pretty incredible what I'm

going to do right now is I'm just going

to continue for free with the basic

profile data but if you're on a paid

plan you can easily just select this and

get the credentials right here so let's

click on continue for free we have this

amazing Excel looking Style database

here of all kinds of information based

on our search criteria you see we have

all these people here and there are

managers in the Florida State and they

have things like company domain and

Linkedin profiles and one thing I want

to show you is that if we click on all

of the profiles right here we can

actually export all this information

just by clicking on the export button

down here and then we can download and

view this CSV file this will be all the

information we just got from clay for

basically free if I open it up here

you'll notice I have over two 2,000 rows

of all the contact information we just

got which is pretty incredible so that's

how we can export any information that

we make inside of clay but what I really

want to show you is how the data

enrichment process works you'll notice

on my free trial of clay I only have 999

credits and that will allow us to test

out some of the functionalities and let

me show you how this works so if we come

to the end over here and we click on ADD

column what we can do is we can add new

Columns of information based on the

people that are in our table you'll

notice I have this ad enrichment right

here and this pulls up a brand new

dashboard to allow us to basically find

whatever kind of information we want on

that particular person so there's some

suggested enrichments to find the

person's LinkedIn profile their personal

email or their current company so let's

find some emails we'll click on find

personal email and as I mentioned before

it's going to try each of these

different Services here in order to find

that person's email we can also add in

other providers if we want like Apollo

Lusha or swordfish but in order to use

these ones we're actually going to need

to have our own API key if we want that

we're going to stick here with the five

ones that they provided for us and we're

going to use the LinkedIn profile here

as the input data to figure out the

person's email and then all we have to

do is just click on Save what I'm going

to do here is I'm going to only run this

for the first 10 rows but obviously if

you wanted more information on everyone

in your database you would just click on

save and run for all of the rows on your

table so I'll click on save and run 10

rows if we head on over you'll see we

have a new column here called personal

email which is going to go through each

of those different service providers and

try to find us some emails based on the

people awesome so we got some

information here and it looks like it

only used four credits and that was for

the four emails that I just found right

here let's try to add some more

information so I'm going to come to add

column here add enrichment let's try to

find the person's bio so we're going to

use these three different Services here

to see if we can find the person's bio

so I'll click on this and it will pop up

right over here so we're using LinkedIn

and clear bit for this one and we're

going to use the person's LinkedIn

profile and their work email if it is

found and we're just going to run this

once again for the first 10 rows to see

if we can find some information let's

try finding if there is a work email so

I'm going to try the work email one here

and I'm going to use this waterfall for

multiple providers with these 12 ones

here and we're just going to give it a

shot so we're going to use the full name

which we'll use the full name right here

from our information we're going to use

the company domain and as well we can

also add in a validation provider if we

want to validate these work emails as

well I'll just keep this as it is so you

can see too our bio also finished up we

have some information on each person

which is great while we wait for these

emails to finish up I'll just kind of

show you some of the different

possibilities that there are with

enriching with Clay we have things like

their Facebook their education gender

Instagram job start date job title

locations profile pictures Twitter's

work experience then there's also some

other functions here that we can use if

we want to clean up our data there's

also some amazing recipes here that you

can come and play around with they're

very similar to these ones right here

except they're more like two three-step

processes and there's also

implementations with crms email

sequencers and databases so if you use

any crms like HubSpot or pipe drive or

any other kind of external databases you

can use those as well then also any of

the other data providers that Apollo

uses and there is a ton of them here so

there's a ton of providers you can

choose from all right now back over here

it looks like we have some more emails

that we can send out very nice so out of

the 10 people that we were searching for

we got almost eight emails from just

their LinkedIn and some bios and you'll

notice that only took up around 40

credits awesome so now let's take this

one step further and start making some

automated AI generated emails we can

come up here to start email campaign and

all we're going to do is click on draft

messages and this is where we can draft

our example template email that we're

going to use for every every Row in our

database so we can just start off with

this quick question for and then if we

want to use any of the dyamic data

inside of our database we just hit backs

slash and then we have a list of

different options here we can use so I'm

going to click on the first name here so

now you'll notice in our preview over

here we have quick question for Gabby

and then from here we can type in our

email so I'm going to say hey and then

back slash first name which is Gabby

again I'll add a comma there and now

we're going to use the AI feature to

come up with a personalized line based

off her job title so I'll say slash AI

generated text and now we have a very

similar chat gbt style prop here that we

can use to make an AI generated first

line based off the person so I'm going

to say write a personalized first line

for first name they are a job title at

company name make this a complement to

the person in one sentence be brief and

genuine and then we'll click on run

prompt so let's see what we get for this

first test here your leadership at

Maverick yacht management sets the

standard for excellence in the industry

all right that's pretty good but let's

actually remove the name here and let's

just say write a personalized first line

if they are a blank at blank so yeah you

are a true asset to Maverick y

management your exceptional leadership

sets you apart from the rest okay not

too bad you can make this as complex as

you want and use other kinds of fields

in here like using their IO for instance

that we pulled from that other database

to make this personalized email but I'm

going to keep this pretty simple for now

so based on that I'm saving the changes

and that's going to be our personalized

first line using AI now let's move on

here so now this is where we can input

something like our offer if we want to

make a cold email so I'm going to say I

specialize in AI development and

automated Marketing Solutions and I was

just wondering if you've ever considered

AI to speed up your marketing by 30%

we've helped Sally improve conversions

and save time with AI which should be

against me sending over a case study mic

and what we can do is just click on save

and run for first rows this is going to

make us our personalized emails for the

first 10 rows in our database here and

obviously once again you can run this

for all the rows and then have a massive

list of people you can contact if we

actually look inside of this you'll

notice only the first 10 rows actually

have only have the personalized line so

this ISS hey John you're a true real

estate professional with unpair L

passion but if we head over to like row

10 you'll notice there it leaves a blank

in here for the AI generated content so

you're going to want to make sure you

click on all rows if you want that

message right inside there but from here

we have two options we can either start

the email campaign and run it in

something like smart lead here to which

we can then put in our campaign name

enter in some information we can use the

body and the subject for the subject and

the body and then the email we can use

things like the personal email that we

just found or what we're going to want

to do is actually make a new column

right here that's going to allow us to

combine find these two email columns if

it finds an email so what I'm going to

do is click on ADD column we're going to

head on over to formula here and then

we're going to want to input a formula

to describe what we want to do to merge

those two columns together so I'm going

to say put this email in the column if

it exists first I'm going to use the

validated work email validated work

email here and if it doesn't use this

email instead and we're going to use the

personal email personal email that we

found generate formula and it should

give us a new formula right here which

includes the output of our found emails

I'll click on output is correct save

formula and this will go through and add

all of our emails to our columns right

here so now we have a centralized column

of a single email that we can send our

campaigns to obviously you can send them

to both if you want for maximum coverage

but you get the idea so then we can

click on start email campaign create

smartly campaign and then we're going to

use our formula column here with our

emails that we're going to be sending

the messages too but also as I mentioned

before if you want to use your own email

provider you can just click on this

button here to select all and then click

on export and download view as CSV

you're going to get the entire file here

of all the information that we just

created including the things like the

found emails like these personal emails

right here the BIOS the validated emails

and also the messages right here oh it's

kind of broken but yeah you can see

there's each of the messages for each of

the people if we kind of drop this down

we can see there's the messages

formatted correctly inside of my Excel

right here as well as the formula list

of emails that we found so that's going

to do it for my introductory video on

getting started with Clay once again if

you want to follow along make sure to

click the link down description below

and head on over to Clay and get started

I have a couple more videos on clay that

deal with some of their other features

like web scraping which are really

awesome so make sure you subscribe to

stick around for that also if you want

to work with me in setting up your clay

campaigns or doing any other kind of a

automations project make sure to book a

free time with me down in the

description below but if you want to see

more and how we can automate all things

business check out this video here where

I made an AI phone booking bot which

allows me to take inbound calls and book

meetings to my calendar on autopilot so

I'll see you guys over there