Smartlead playbooks
Smartlead is the cold email sender option in these outbound playbooks, alongside Instantly. The workflows find and verify contacts in Clay or Apollo, write a short opener, and add each lead to a Smartlead campaign with custom fields for the signal behind the email.
- OutboundAdvanced
Auto-Prospect Companies After Funding Announcements
Sales teams miss narrow timing windows when companies raise capital and need new vendors.
ClayClaygentApollo+1Estimate: 8 hrs/week - OutboundAdvanced
Turn Anonymous Website Visitors into Outbound Sequences
Marketing and sales cannot tell which ICP companies hit pricing, docs, or blog pages, so high-intent traffic dies without a follow-up.
RB2B or VectorClayHubSpot or Salesforce+1Estimate: 6 hrs/week - OutboundIntermediate
Reactivate Closed-Lost Deals When Fresh Intent Appears
Closed-lost accounts sit untouched while they later raise, hire, or install related tools, and AEs rediscover them too late.
ClayHubSpot or SalesforceApollo+1Estimate: 6 hrs/week - InboundIntermediate
Turn LinkedIn Ad Engagers into Sequenced Outbound
People who like, comment, or click LinkedIn ads are warm, but the engagers never make it into CRM or a sequence unless someone exports by hand.
LinkedIn AdsClayApollo+2Estimate: 5 hrs/week - OutboundIntermediate
Turn Buyer Intent Signals into Outbound Sequences
Intent data shows which accounts are researching your category, but it sits in a dashboard nobody checks daily, so the signal is stale before a rep acts on it.
ClayG2 Buyer Intent or BomboraApollo+2Estimate: 5 hrs/week - OutboundIntermediate
Track Champion Job Changes to Open New Accounts
Former champions who move to a new company are some of the warmest prospects you have, but most teams notice the move months later, after the new team has picked its tools.
ClayHubSpot or SalesforceApollo+2Estimate: 3 hrs/week - OutboundAdvanced
Launch Outbound When Target Accounts Add or Drop a Competitor
When a target account drops a competitor or adds a tool that pairs with yours, there is a short window to start a conversation, but static tech stack lists only show what is installed today, not what changed.
ClayBuiltWith or HG InsightsHubSpot or Salesforce+2Estimate: 3 hrs/week - OutboundAdvanced
Find Lookalike Accounts from Your Closed-Won Customers
Outbound lists are usually built from broad filters, while the best predictor of who will buy, the customers you already closed, sits in the CRM unused, so reps spend sequences on accounts that look nothing like your wins.
HubSpot or SalesforceClayClaygent+1Estimate: 4 hrs/week - OutboundAdvanced
Build Prospect Lists from Plain-English Requests in Slack
Reps and marketers wait days for RevOps to build a prospect list, or pull their own from Apollo with inconsistent filters, no CRM dedupe, and no check on how many credits the pull will burn.
SlackZapier or MakeOpenAI API+4Estimate: 4 hrs/week
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