Every playbook on this page is something we build into your stack — not a PDF you read once and forget. Real systems, real tools, real pipeline.
Most outbound fails before a single email is sent — because the list is wrong. This playbook builds a fully-enriched, AI-scored account and contact layer in Clay so every rep touches only high-fit, high-intent prospects. The foundation every other workflow runs on.
Clay
Apollo
Findymail
BetterContact
HubSpot
Instantly
Set up sending domains, warm inboxes in Mailreach, build tiered sequences in Instantly, and monitor deliverability so you land in primary — not spam.
Instantly
Apollo
Clay
Every demo request triggers instant enrichment, AI qualification, CRM sync, rep assignment, and a pre-meeting brief — zero manual triage, zero leakage.
Clay
HubSpot
Slack
Interested replies in Instantly auto-trigger enrichment, intent scoring, CRM updates, and a Slack alert so reps follow up within minutes — not days.
Instantly
Clay
HubSpot
Scrape likers and commenters from any LinkedIn post, enrich and ICP-score in Clay, and route high-fit profiles into automated sequences automatically.
Clay
LinkedIn
HeyReach
Find lookalike companies, AI-tier every account, source contacts, and land a prioritized, enriched total addressable market inside your CRM — ready to work.
Apollo
Clay
HubSpot
Pull followers of competitor LinkedIn pages, score for ICP fit with AI, and route high-priority contacts into personalized email or LinkedIn sequences automatically.
Clay
LinkedIn
Instantly
Track job changes of your best customer contacts. The moment they land somewhere new, a warm personalized sequence fires automatically — your highest-converting signal.
Clay
Instantly
HeyReach
Monitor LinkedIn for keyword mentions and pain-point posts. Enrich and score the authors in Clay, then route the highest-intent profiles into a tailored outreach flow.
Clay
LinkedIn
HeyReach
Identify anonymous website visitors at company and contact level, score ICP fit in real time, and surface the highest-intent accounts to reps before they go cold.
RB2B
Clay
Slack
Every playbook on this page is something we set up inside your stack — Clay tables built, sequences live, CRM wired. Submit an inquiry and we'll scope the right one for where you are.
Tell me where you are and what you're trying to build. I'll follow up within 24 hours with a link to pick a time — no pitch, no commitment.
Thanks — I'll be in touch within 24 hours with a link to pick a time. No pitch, no commitment.