Automate Sales Prospecting from List to Personalized Outreach
Build a prospecting system that enriches leads, scores them, and writes personalized first lines, so your team sends better emails in a fraction of the time.
Download workflow config (JSON)How the data moves
This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.
Step 1
Build your target account list
Use Apollo.io's search filters to pull a list of accounts matching your ICP, filter by industry, headcount, revenue range, and tech stack. Export as CSV.
Step 2
Enrich leads in Clay
Import the CSV into Clay. Use Clay's waterfall enrichment to layer in contact emails, LinkedIn URLs, recent company news, and funding data from multiple data sources automatically.
Step 3
Score leads with an AI formula
Add a Clay column that sends each row to the ChatGPT API. Prompt it to output a lead score from 1–10 based on fit criteria you define, plus a one-sentence reasoning note.
Step 4
Generate personalized opening lines
Add another Clay column that uses Claude via API to write a 2-sentence personalized opening line per lead, referencing their recent news, job title, and company focus.
Step 5
Push qualified leads to outreach
Filter Clay to scores 7+ and push those rows directly into Instantly AI sequences. The personalized first line auto-populates in the email template.
Time Required
3 hrs to set up
Expected Result
A live Clay table that auto-enriches any new lead with company data, a fit score, and a personalized opening line, ready to push into your outreach sequences.
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