📈Sales & Leads · Step-by-step guide

Smarter cold outreach: half the team, double the replies

AI tools gather facts about each prospect (job changes, company news) and write a personal opening line for every email, so outreach feels hand-written at scale.

⏱️ 1-3 days🎯 Medium💵 Paid subscription after the trial; credits are used for each lookup📋 7 steps
🧩 Other
🎯 What you'll have at the endYou'll build a lead list where AI researches each person and writes a personal first line for your emails.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

🧰 Before you start

⏱️ Time needed1-3 days
💵 Rough costPaid subscription after the trial; credits are used for each lookup

🪜 Step by step

🐣 Beginner mode: showing the 7 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.
✅ 0 of 7 steps done 📄 Printable page
  1. 1
    ☐

    Sign up and install the extension

    Create a Clay account and add the Clay for Chrome extension (button on this page). It lets you pull lists from websites into Clay.

  2. 2
    ☐

    Create a table

    A table is like a spreadsheet. Import companies or people (CSV, LinkedIn search, or the Chrome extension).

  3. 3
    ☐

    Enrich the data

    Enrichment means looking up extra facts automatically. Add columns for job title, company news, recent hires or funding.

  4. 4
    ☐

    Add an AI column

    Add an AI column with the prompt below to write a personal opening line for each row.

  5. 5
    ☐

    Check a sample

    Read 20 rows. Fix the prompt until the lines sound human and accurate.

  6. 6
    ☐

    Export to your sending tool

    Send the list to your email tool and start a small campaign.

  7. 7
    ☐

    Measure replies

    Track reply and meeting rates and improve the opener each week.

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Personal first line (AI column)
Using this information about the person: name {{Name}}, role {{Title}}, company {{Company}}, recent news {{Company News}}.
Write ONE friendly opening sentence (max 25 words) for a cold email that mentions something specific and true about them or their company, and connects it to [your offer]. No flattery, no exclamation marks. If there's no useful news, return 'SKIP'.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersQrew booked 40% more meetings with half the sales team.
🏷️ Real exampleQrew.
🔌 Connects to:ClayEmail senderLinkedInCRM
📰 Found via Source: Clay: Qrew case study ↗

🔗 Helpful links

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