Building a Clay Table Using AI: Step-by-Step Guide

Introduction

• Instructor: Hans
• Focus: Live build and recording of creating a clay table using AI
• Purpose: Demonstrate workflow and help users decide on using clay

Email Construction Overview

• Target email purpose:
  • Address recipient by first name
  • Briefly summarize the company’s operations
  • Connect with customer types and suggest marketing campaigns
  • Advise on channel success metrics
  • Pitch the revenue marketing platform
  • Request for a demo
• Preparation:
  • Ensure the target company has a marketing operations role
  • Collect the name and other details for follow-ups

Steps in Building the Table

Identifying Marketing Operations Personnel

• Objective: Find companies with marketing operations persons
• Tools: LinkedIn and company identifiers
• Criteria: Job title filter set to “marketing operations” or “marketing ops”
• Output: Ensure the count is above zero

Email Validation

• Objective: Validate emails before using them
• Tools: LinkedIn for real-time accuracy and Apollo for email collection
• Filters: Validate emails only for companies with marketing operations personnel
• Follow-Up:
  • If the email is not valid or not present, use an alternative provider (e.g., Prospeo)
  • Use AI tools to validate emails and ensure they are safe to send

Consolidating Valid Emails

• Process: Merge columns to create a master email column with all valid emails
• Check: Ensure only non-empty cells are considered

Using AI for Enrichment

Company Description Enrichment

• Objective: Add company descriptions from LinkedIn for accuracy
• Tools: AI enrichment and SEO description from Apollo
• Filters: Ensure descriptions are longer than 100 characters for sufficient detail

Generating Customer Type and Value Proposition

• Objective: Describe the main type of customer in three words
• Prompt: Construct sentences based on the company description
• Filters: Only run if company description is over 100 characters

Generating Campaign Ideas

• Objective: Create marketing campaign suggestions based on company description
• Task: Complete sentences with marketing strategy suggestions (e.g., webinars, LinkedIn campaigns)
• AI Prompt: Custom prompt to generate campaign ideas based on company description

Final Email Construction

• Structure: Include all gathered information into the final email draft using AI-generated summary and campaign ideas
• Result: Personalized, scalable emails ready for sending out.

Conclusion

• Live demonstration completed
• Encouragement to provide feedback for further content
• Acknowledge the viewing audience and invite to next sessions