Build the prospect and account table
30-45 min
30-45 min
Create a Clay table with the accounts and people you want introductions to. Add columns for company name, domain, prospect name, title, LinkedIn URL, account priority, reason for outreach, and current deal stage if applicable. Keep the first batch tight: 25-50 prospects is enough to prove whether the system works before scaling it.
A structured prospect table with priority buyers and the business reason for each desired intro.
Do not start with every possible buyer. Start with prospects where a warm intro would materially change the odds of getting a meeting, such as executives, closed-lost reactivation targets, or strategic accounts.