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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

Smarter cold outreach: half the team, double the replies

โฑ๏ธ 1-3 days ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Paid subscription after the trial; credits are used for each lookup

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    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. โ˜
    2. Create a table

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

  3. โ˜
    3. Enrich the data

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

  4. โ˜
    4. Add an AI column

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

  5. โ˜
    5. Check a sample

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

  6. โ˜
    6. Export to your sending tool

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

  7. โ˜
    7. Measure replies

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

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ 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'.

๐Ÿ”— Links

From https://usecasy.com/use-case/clay-outbound/ ยท Guide checked 15 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).