[Link at the bottom]
Pre-Call Prep Workflow using Clay
(Imagine saving 10-15 minutes per call 👀)
Picture this:
You’re an SDR preparing for a call.
Instead of spending valuable minutes researching, you get a crisp summary about your prospect delivered in seconds.
In just 60 seconds, you’ll know:
Who they are.
What their background is.
The challenges they’re facing.
And most importantly—how you can help.
Would that make converting them into a customer easier?
If your answer is “YES,” this Clay workflow is your new best friend.
Here’s how it works:
Clay researches your prospect, creates a personalized summary, and sends it straight to your SDR channel in Slack.
Why your team will love it:
✔ Save 10-15 minutes of prep per call.
✔ Get summaries ready within 60 seconds of scheduling.
✔ Build rapport faster—and close deals quicker.
The simple 3-step workflow:
1️⃣ Scheduling App sends a request to Clay’s webhook.
2️⃣ Clay enriches prospect data and performs tailored research.
3️⃣ Slack delivers the notes directly to your SDRs.
Try it out: https://app.clay.com/shared-table/share_mdasJ6fmYr6R
Get 3000 Free Clay Credits: https://clay.com?via=095dcc
I am Sarmad Sandeelo and I run Sales Unicorn🦄 Newsletter
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