How I leverage 20+ data-sources to find more SMB data than anyone else.

Bryan Shankman (Ex-TikTok) gives away the secrets behind his Clay-driven flow for finding SMB data. You can download the actual table too!

Hey, I’m Bryan!

I’m a Clay expert, an outbound agency owner with years of past experience in lead sales roles with one of those companies being TikTok. Feel free to reach out or connect with me via my LinkedIn here.

now to my workflow…which has already been published by Clay themselves!

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This workflow significantly reduces the time and effort needed to prepare personalized, effective cold emails to small businesses. By leveraging AI and automation, you can scale your outreach while maintaining a high level of personalization.

It can often be difficult to find the contact information for small-to-medium businesses that are not active on channels like LinkedIn. This post will walk you through an innovative workflow using Clay to enhance your cold email outreach to small businesses.

This Clay-based workflow offers a powerful solution for businesses looking to enhance their cold email strategies. By automating data collection, verification, and personalization, you can focus on crafting compelling messages and building meaningful connections with potential clients.

Remember, while automation is powerful, the human touch in your email content remains crucial for building genuine relationships.

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Let's break down the process step-by-step.

Step 1: Setting Up the Clay Table

The process begins with a pre-configured Clay table designed to streamline your outreach efforts. This table gathers and processes essential information about your target businesses. You are inputting the Domain Start by entering the small business domain you're targeting. While you can process multiple domains simultaneously, we'll focus on a single example for clarity.

Step 2: Enrichment Waterfall

Once you input the domain, Clay begins collecting valuable information:

• Company name

• Website emails

• Prospeo database email check

• LinkedIn company account

Step 3: Email Verification

The system then verifies the collected emails using Debounce, ensuring you have valid contact information. It checks both the scraped website emails and those in Prospio's database.

Step 4: Personalisation Line

One of the most powerful features is the AI-generated company complement. Clay analyzes the business and creates a personalized compliment, highlighting unique aspects of the company. For instance, it might praise an eco-friendly approach for a pest control business.

Step 5: Add Leads to Sequence

With all this information collected and verified in one place, you're now equipped with the following:

• A valid email address

• Company details

• A personalized compliment

• LinkedIn profile (for additional research)

You can now push this data straight into Instantly, Lemlist or Smartlead.

Step 6 (Optional): Enhanced Customization 

You can further customize your outreach by:

• Using the generated complement as an email opener

• Adding another AI prompt to create a tailored subject line

• Or applying a template subject line for consistency