Clay 9-Step Enrichment Workflow (90%+ Coverage)
For detailed templates, see references/templates.md.
Quick Reference
| Step | Action | Tools |
|---|---|---|
| 1 | Upload & Clean | CSV import |
| 2 | Company Enrichment | Apollo, Ocean.io, LinkedIn |
| 3 | People Enrichment | Sales Navigator, Apollo |
| 4 | Email Waterfall | Apollo, Prospeo, LeadMagic, Findymail |
| 5 | Email Verification | MillionVerifier |
| 6 | Phone Numbers | LeadMagic, BetterContact |
| 7 | Custom Data | Claygent |
| 8 | Scoring | Lead scoring (100 pts) |
| 9 | Export | Instantly, LemList, CRM |
Step 4: Email Waterfall (The Money Step)
Single finder = 40% coverage Waterfall = 85%+ coverage
Sequence: Apollo → Prospeo → LeadMagic → Findymail → Clay patterns
Step 8: Scoring & Segmentation
Lead Score (100 points):
- Company size match: 25 pts
- Recent signals: 25 pts
- Email deliverability: 25 pts
- ICP fit: 25 pts
Tiers:
- Tier 1 (80-100): Immediate outreach
- Tier 2 (60-79): Nurture sequence
- Tier 3 (<60): Long-term nurture
Pro Tips
- Run in batches of 250 (optimizes Clay credits)
- Test with 50 records first before full run
- Timeline: 1,000 prospects = 2-3 hours vs 40+ hours manual
Combines with
| Skill | Why |
|---|---|
clay-buying-signals-5 | Add signal detection to workflow |
lead-sources-guide | Know where to source initial data |
ai-personalization-prompts | Use Claygent for AI personalization |
buying-signals-6 | Understand which signals to track |
Example prompts
Set up a Clay workflow for job change signals with email waterfall.
How do I configure Step 4 (Email Waterfall) to maximize coverage?
Create a scoring model for SaaS companies targeting enterprise accounts.