50+ patterns, updated weekly

Learn to build systems, not just campaigns.

Everything you need to become a top 1% GTM Engineer. The exact Clay workflows, GPT prompts, enrichment pipelines, automated templates and n8n automations collected from real GTM builds.

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Every asset is a tested Clay build with exact inputs, setup steps and the surrounding logic that makes it actually work.

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Tested builds
Every formula and prompt ships with the exact Clay columns it needs, not vague inspiration.
Complete recipes
Each entry tells you where to paste it, when to run it, and what to connect next — not just a prompt.
Built for operators
Credit guards, waterfall ordering, run conditions and dedupe keys are baked into the workflows.
Always growing
New formulas, templates and n8n flows drop into your bundle as the platform evolves.

Browse the library

58 of 58 patterns shown

Clay formulaFree

Clean company legal suffixes

Strips Inc, LLC, Ltd, GmbH and punctuation so company names match across sources.

REGEX_REPLACE(TRIM({{Company}}), "(?i)[,.]?\\s*(inc|llc|l\\.l\\.c|ltd|limited|gmbh|b\\.v|s\\.a|pty|co)\\.?$", "")
cleanupdedupecompany
Dedupe & matching
Clay formulaFree

Root domain from any email

Pulls the root domain and drops free providers so only company emails pass through.

IF(REGEX_MATCH({{Email}}, "(?i)@(gmail|yahoo|outlook|hotmail|icloud|proton|aol)\\."), "", LOWER(SPLIT({{Email}}, "@")[1]))
emaildomainnormalize
Waterfall inputs
Clay formulaFree

Normalize a messy website URL

Turns any URL variant into a bare lowercase root domain for reliable joins.

LOWER(REGEX_REPLACE(REGEX_REPLACE(TRIM({{Website}}), "(?i)^https?://", ""), "(?i)^www\\.|/.*$", ""))
domainnormalizecleanup
Dedupe & matching
Clay formulaFree

Headcount to ICP band

Buckets employee counts into SMB, Mid-Market and Enterprise for routing and scoring.

IF({{Headcount}} = "", "Unknown", IF({{Headcount}} < 50, "SMB", IF({{Headcount}} < 500, "Mid-Market", "Enterprise")))
scoringicpsegmentation
Segmentation
Clay formulaFree

Fix ALL CAPS and lowercase names

Proper-cases first names so your emails never open with 'Hi JOHN'.

CONCAT(UPPER(SUBSTRING(TRIM({{First Name}}), 1, 1)), LOWER(SUBSTRING(TRIM({{First Name}}), 2)))
cleanuppersonalizationnames
Outbound copy
Clay formulaFree

Days since last signal

Converts a timestamp into a day count so you can sort by signal freshness.

IF({{Signal Date}} = "", 9999, DATEDIF({{Signal Date}}, NOW(), "days"))
datesrecencysignals
Signals
Clay formulaFree

Extract LinkedIn slug

Pulls the clean profile slug out of any LinkedIn URL variant, tracking params included.

REGEX_EXTRACT(LOWER(TRIM({{LinkedIn URL}})), "linkedin\\.com/(?:in|company)/([^/?#]+)")
linkedincleanupdedupe
Dedupe & matching
Clay formulaFree

Build email from a known pattern

Constructs first.last style addresses when you already know the company's pattern.

LOWER(CONCAT(TRIM({{First Name}}), ".", TRIM({{Last Name}}), "@", {{Company domain}}))
emailpatternwaterfall
Contact data
Clay formula Bundle

Weighted 100-point ICP fit score

Blends headcount, funding recency, tech stack matches and hiring signals into one ranked score.

ROUND(
  (IF({{Headcount}} >= 50 AND {{Headcount}} <= 1000, 30, IF({{Headcount}} > 1000, 18, 10)))
+ (IF({{Last Funding Date}} = "", 0, IF(DATEDIF({{Last Funding Date}}, NOW(), "days") < 365, 25, 10)))
+ (MIN({{Tech Match Count}}, 5) * 5)
+ (IF({{Open Roles}} >= 3, 20, IF({{Open Roles}} >= 1, 10, 0)))
, 0)
scoringprioritizationsignals
ScoringBundle only
Clay formula Bundle

Credit guard conditional runner

Only fires expensive enrichments when cheaper columns came back empty, cutting credit burn.

IF(
  AND(
    {{Cheap Provider Email}} = "",
    {{Company domain}} != "",
    {{Headcount}} >= 25
  ),
  "RUN",
  "SKIP"
)
creditsconditionalwaterfall
Cost controlBundle only
Clay formula Bundle

Composite dedupe key

Builds one stable key from cleaned name, domain and country so near-duplicates collapse.

LOWER(CONCAT(
  IF({{Company domain}} != "", {{Company domain}},
     REGEX_REPLACE({{Company (clean)}}, "[^A-Za-z0-9]", "")),
  "|",
  SUBSTRING(TRIM({{Country}}), 1, 2)
))
dedupecleanuplist building
Dedupe & matchingBundle only
GPT promptFree

Job title to persona classifier

Maps messy job titles to a fixed persona set with a confidence value and no invented labels.

You are a B2B title normalizer.

Map the title below to exactly ONE of: Founder, Sales Leader, Marketing Leader, RevOps, Engineer, Finance, Other.

Title: {{Job Title}}

Rules:
- Never invent a label outside the list.
- "Head of Growth" -> Marketing Leader. "SDR Manager" -> Sales Leader.
- If the title is empty or unreadable, use Other with confidence 0.

Return JSON only: {"persona": "...", "confidence": 0.0-1.0}
titlespersonaclassification
Classification
GPT promptFree

Website-grounded icebreaker

Writes a one-sentence opener grounded only in scraped site copy, with a hard no-fluff rule.

Using ONLY the homepage copy below, write one opener of max 18 words that references a specific product, customer or claim.

Homepage copy:
{{Homepage Text}}

Rules:
- No adjectives like exciting, innovative, cutting-edge, leading.
- No compliments. No questions. Plain sentence, no emoji.
- If the copy is generic boilerplate with nothing specific, return exactly: SKIP

Return the sentence only.
personalizationcold emailscraping
Outbound copy
GPT promptFree

One-line company summary

Turns a website into a plain 'they do X for Y' line a rep can read at a glance.

Read the website text and summarize the company in one sentence of the form:
"<what they sell> for <who buys it>".

Website text:
{{Website Text}}

Rules:
- Max 20 words. No marketing language. No company name repetition.
- If you cannot tell what they sell, return: UNCLEAR

Return the sentence only.
researchsummaryscraping
Research
GPT promptFree

Tech stack from careers page

Extracts named tools from job descriptions and returns them as a clean array.

Extract every named software product mentioned in the text below.

Text:
{{Job Description Text}}

Rules:
- Named products only (Salesforce, HubSpot, Snowflake). Exclude generic terms (CRM, database, cloud).
- Deduplicate. Preserve official capitalization.

Return JSON only: {"tools": ["..."]}
tech stackhiring signalsresearch
Signals
GPT promptFree

Reply intent classifier

Sorts inbound replies into interested, not now, referral, unsubscribe or auto-reply.

Classify this email reply into exactly one intent: interested, not_now, referral, not_a_fit, unsubscribe, auto_reply.

Reply:
{{Reply Body}}

Rules:
- Out-of-office and bounce notices are auto_reply.
- "Talk to my colleague" is referral even if the tone is positive.
- Any removal request is unsubscribe, regardless of tone.

Return JSON only: {"intent": "...", "referral_name": "" }
repliesclassificationrouting
Inbound
GPT prompt Bundle

Pain hypothesis from job posts

Reads open roles and infers the operational pain a team is hiring to solve, with evidence quotes.

You are a GTM researcher. From the open roles below, infer the single most likely operational pain this team is hiring to solve.

Open roles:
{{Open Roles Text}}

Steps:
1. Identify the function hiring most aggressively.
2. Find phrases describing process gaps, scale problems or manual work.
3. State the pain in one sentence a buyer would agree with out loud.

Hard rules:
- Every claim must be supported by a verbatim quote from the text.
- No speculation beyond what the postings say. If evidence is thin, set confidence low.

Return JSON only:
{"pain": "...", "function": "...", "evidence": ["verbatim quote", "..."], "confidence": 0.0-1.0}
hiring signalsresearchevidence
SignalsBundle only
GPT prompt Bundle

Multi-source conflict arbiter

Given conflicting values from several providers, picks the most trustworthy one and explains why.

You are a data steward resolving conflicting values for the field: {{Field Name}}.

Candidates:
- Source A: {{Value A}}
- Source B: {{Value B}}
- Source C: {{Value C}}

Decision rules, in order:
1. Discard placeholders, nulls, "N/A", and obviously malformed values.
2. Prefer the most specific value (full legal name over abbreviation, exact count over range).
3. If two sources agree and one disagrees, take the majority.
4. If all disagree and none is more specific, return the value from Source A and set confidence <= 0.4.

Return JSON only:
{"value": "...", "chosen_source": "A|B|C", "reason": "one short sentence", "confidence": 0.0-1.0}
waterfallconflictquality
Data qualityBundle only
GPT prompt Bundle

Value prop mapper

Matches your product's proof points to a prospect's stated priorities and drops the rest.

Match our proof points to this prospect's stated priorities.

Prospect context:
{{Prospect Context}}

Our proof points:
{{Our Proof Points}}

Rules:
- Return at most 2 proof points, ranked. Each must connect to something explicitly stated in the context.
- If nothing connects, return an empty array — do not force a match.
- For each, give a 12-word "so what" written in the prospect's own vocabulary.

Return JSON only:
{"matches": [{"proof_point": "...", "so_what": "...", "prospect_evidence": "verbatim quote"}]}
personalizationmessagingcold email
Outbound copyBundle only
GPT prompt Bundle

Pre-call account brief

Compresses everything you enriched into a five-line brief a rep reads before dialing.

Write a pre-call brief from the context below. Exactly five lines, each max 15 words, no headers beyond the labels.

Context:
{{All Enriched Context}}

Format:
What they do:
Why now:
Likely owner of the problem:
Best opening angle:
Risk / disqualifier:

Rules:
- Only use facts present in the context. Write "unknown" rather than guessing.
- "Risk / disqualifier" must name a real reason this could be a bad fit.
researchsummarysales enablement
ResearchBundle only
Enrichment workflowFree

Five-provider email waterfall

Ordered provider cascade with validation and a catch-all fallback, tuned for cost per valid email.

1. Normalize inputs — proper-case name, root company domain.
2. Provider 1 (cheapest) on all rows.
3. Provider 2 only where step 2 is empty.
4. Provider 3 (premium) only where domain is set and headcount >= 25.
5. Pattern guess as the final fallback.
6. Validation pass on every result.
7. Write a status column: valid / risky / none.
8. Only rows marked valid flow to your sequencer.
emailwaterfallvalidation
Contact data
Enrichment workflowFree

Inbound lead router

Enriches a form fill, scores it, and routes to the right rep or nurture track within minutes.

1. Webhook in from your form.
2. Reject free-email domains into a self-serve nurture track.
3. Company + person enrichment on the domain.
4. ICP fit score.
5. Branch: score >= 60 -> demo queue, 30-59 -> nurture, < 30 -> disqualify.
6. Round-robin owner assignment by territory.
7. Push to CRM with the score and a reason code.
inboundroutingscoring
Inbound
Enrichment workflowFree

Weekly list hygiene pass

Re-checks an existing list for bounces, job changes and dead domains before you send.

1. Filter to rows last verified over 90 days ago.
2. Re-validate email deliverability.
3. Check the company domain still resolves.
4. Re-check current employer on the person record.
5. Move mismatches to a job-change table.
6. Stamp a verified-on date on every row you touched.
hygienevalidationmaintenance
Data quality
Enrichment workflowFree

Competitor mention monitor

Watches target accounts for competitor mentions and opens a displacement play.

1. Weekly re-scrape of target account careers + tech pages.
2. AI column extracts named tools.
3. Flag rows containing a competitor from your list.
4. Compute days since the mention first appeared.
5. Route fresh flags to the displacement sequence.
competitorsmonitoringsignals
Signals
Enrichment workflow Bundle

Job change tracker

Monitors champions for role changes and opens a warm play the week they land somewhere new.

1. Source table: closed-won contacts and past champions, with LinkedIn slug as the key.
2. Monthly re-enrichment of current company + title.
3. Diff column: current company != company on record -> CHANGED.
4. Guard: ignore changes where the new company is already a customer or is out of ICP.
5. Compute days since change; only act inside a 14-90 day window (they need time to settle).
6. Enrich the new company for fit score and existing relationships.
7. Two branches: warm re-intro to the champion, and a net-new play into their former team.
8. Write the change event to a history table so you never message the same move twice.
job changemonitoringwarm intro
SignalsBundle only
Enrichment workflow Bundle

TAM builder with dedupe layer

Builds a full account universe from multiple sources, then collapses duplicates on cleaned domains.

1. Pull from 3+ sources into one staging table, tagging each row with its source.
2. Normalize: clean company name, root domain, two-letter country.
3. Build the composite dedupe key.
4. Group by key; keep the row with the most filled fields as the survivor.
5. Merge the missing fields from the discarded rows into the survivor.
6. Suppression pass: existing customers, open opportunities, do-not-contact.
7. ICP filters last (cheapest step, so it runs on the smallest set).
8. Write the final universe to a clean table with source attribution intact.
tamdedupelist building
List buildingBundle only
Enrichment workflow Bundle

ABM tiering engine

Splits an account list into Tier 1/2/3 with different enrichment depth per tier.

1. Cheap firmographic pass on the entire list.
2. Fit score from firmographics only.
3. Tier split: top 5% -> Tier 1, next 20% -> Tier 2, rest -> Tier 3.
4. Tier 1: deep research — full scrape, account brief, org mapping, 5-8 contacts.
5. Tier 2: standard — 2-3 contacts, one AI personalization column.
6. Tier 3: automated only — no AI columns, template sequences.
7. Monthly re-tier so accounts can move up on new signals.
abmsegmentationcredits
SegmentationBundle only
Clay template Coming soon

Inbound lead triage table

A ready Clay table layout that scores, routes and dedupes every inbound signup before it hits the CRM.

Columns, in order:
1. email (input)
2. work_email = IF(CONTAINS(email,"gmail.com"),"personal","work")
3. domain = SPLIT(email,"@",2)
4. Enrich company (domain)
5. employees, industry, country
6. icp_fit = AI column, output "strong|weak|no"
7. dedupe_key = LOWER(domain)
8. owner = lookup from territory table
9. route = IF(icp_fit="strong","AE","nurture")
Coming soon
inboundroutingtable
InboundIn the bundle
Clay template Coming soon

Account research brief table

One row per account, one column per research angle, ending in a rep-ready brief.

Columns:
1. company_domain (input)
2. Company enrichment
3. Scrape homepage + /pricing + /careers
4. Claygent: tech stack summary
5. Claygent: hiring signals (last 90 days)
6. Claygent: recent funding or launches
7. AI column: 120-word account brief citing the columns above
8. AI column: 3 opener angles, ranked
Coming soon
abmresearchtable
ResearchIn the bundle
Clay template Coming soon

Contact + email waterfall table

Persona-targeted contact finding with a provider waterfall and verification gate.

Columns:
1. company_domain (input)
2. Find people: titles = persona list, limit 3
3. Email waterfall: provider A -> B -> C, stop on first valid
4. verified = IF(email_status="valid",TRUE,FALSE)
5. LinkedIn URL enrichment (fallback path)
6. send_ready = AND(verified, NOT(ISBLANK(first_name)))
7. cost_notes column for credit tracking
Coming soon
waterfallcontactstable
Contact dataIn the bundle
Clay template Coming soon

Customer churn-signal table

Watches your existing accounts for risk signals and flags the ones worth a call.

Columns:
1. account_domain (input, synced from CRM)
2. Headcount now vs 90 days ago
3. headcount_delta = (now - past) / past
4. Claygent: leadership changes in your champion's function
5. Claygent: competitor logo on their site or job posts
6. risk_score = weighted sum of the three signals
7. flag = IF(risk_score > 0.6,"call this week","monitor")
Coming soon
retentionsignalstable
RetentionIn the bundle
n8n template Coming soon

Clay to CRM webhook sync

Receives Clay webhook rows, normalizes them, and upserts into your CRM with retries.

Nodes:
1. Webhook (POST /clay-row) — the URL you paste into Clay's HTTP API column
2. Set — map Clay fields to CRM field names
3. IF — drop rows with no verified email
4. HTTP Request — CRM search by domain
5. Switch — found? update : create
6. HTTP Request — upsert
7. Error Trigger + Wait 60s + retry once
8. Slack — post failures to #gtm-ops
Coming soon
n8nwebhookcrm
AutomationIn the bundle
n8n template Coming soon

Daily intent signal digest

Pulls fresh signals every morning, groups them by account, and sends one digest.

Nodes:
1. Schedule Trigger — 07:30 local, weekdays
2. HTTP Request — pull signals from the last 24h
3. Code — dedupe by domain, keep the strongest signal per account
4. Filter — ICP domains only
5. Item Lists — group by owner
6. AI node — write a 3-bullet summary per owner
7. Gmail/Slack — one message per owner
8. NoOp — log run summary
Coming soon
n8ndigestintent
SignalsIn the bundle
n8n template Coming soon

Rate-limited enrichment queue

Feeds rows into Clay in controlled batches so you never blow credits or hit limits.

Nodes:
1. Schedule Trigger — every 15 minutes
2. Postgres/Sheets — select 50 pending rows
3. Loop Over Items — batch size 10
4. HTTP Request — Clay table create-row endpoint
5. Wait — 5s between batches
6. Update source row status = queued
7. IF non-2xx -> status = failed + Slack alert
8. Daily Schedule -> re-queue failed rows once
Coming soon
n8nqueuecredits
AutomationIn the bundle
n8n template Coming soon

Inbound form to Clay + reply

Form submission goes to Clay for enrichment, then an AI-written reply goes back within minutes.

Nodes:
1. Webhook — form submission
2. Set — normalize email, domain, source
3. HTTP Request — push row to Clay, wait for enrichment callback
4. Webhook (callback) — receive enriched row
5. IF — icp_fit = strong?
6. AI node — draft a reply referencing their company and stated need
7. Gmail — send from the owner's mailbox
8. Slack — notify owner with the brief and the sent copy
Coming soon
n8ninboundspeed-to-lead
InboundIn the bundle
Enrichment workflow Bundle

Intent signal to sequence

Takes a raw intent feed, verifies the account matters, and picks the sequence by signal type.

1. Ingest the intent feed (webhook or scheduled import).
2. Resolve the account: normalize domain, match against your universe.
3. Drop unknown or out-of-ICP domains immediately.
4. Dedupe signals per account within a 7-day window.
5. Map signal type to sequence: pricing page -> direct, competitor content -> displacement, hiring -> capacity.
6. Pick contacts by the persona that matches the signal.
7. Enforce a global cadence cap so one account cannot be hit by three plays at once.
8. Log every routed signal with its outcome for weekly review.
intentroutingsequences
SignalsBundle only
Clay formula Bundle

E.164 phone number normalizer

Strips extensions, parens, and spaces, formatting numbers to strict E.164 for CRM syncing.

IF(REGEX_MATCH({{Raw Phone}}, "[a-zA-Z]" ), "Invalid", CONCAT("+", {{Country Code}}, REGEX_REPLACE({{Raw Phone}}, "[^0-9]", "")))
cleanupphonecrm
Data qualityBundle only
Claude skill Bundle

Claude 10-K risk extractor

Feeds a public 10-K filing into Claude 3.5 Sonnet to extract specific enterprise risks.

You are an enterprise SDR. Read the following raw 10-K risk factors section.

Text:
{{10-K Text Dump}}

Rules:
- Identify EXACTLY ONE major operational or supply chain risk mentioned.
- Do not summarize. Quote the exact sentence where they state the risk.
- Write a 1-sentence 'so what' on how our software solves this.

Return JSON only: {"risk_quote": "...", "solution_angle": "..."}
claudeenterpriseresearch10-K
ResearchBundle only
Claude skill Bundle

Claude live objection handler

Reads an inbound email objection and drafts a perfectly measured, non-defensive reply.

The prospect replied with an objection. Draft a response.

Prospect Email: {{Prospect Email}}
Our known competitors: {{Our Competitors}}

Rules:
- Be brutally concise. Max 3 sentences.
- NEVER be defensive. Acknowledge their point immediately.
- If they mention a competitor, do not attack the competitor. Highlight our specific differentiator instead.
- End with a low-friction question, not a push for a call.

Draft the response directly. No pleasantries like 'Hi' or 'Best'.
claudemessagingobjections
InboundBundle only
Enrichment workflow Bundle

Apollo -> Clay -> CRM pipeline

The industry standard outbound engine: pull cheap Apollo leads, enrich in Clay, push to CRM.

1. Apollo: Export raw lead list based on generic filters (Title, Industry).
2. Clay: Import CSV.
3. Clay: Run Company Domain through Waterfall (Clearbit -> Prospeo -> Waterfall).
4. Clay: Verify Apollo emails via ZeroBounce API column.
5. Clay: Filter out Bounced or Catch-All emails.
6. Clay: Run Claude Personalization Prompt on remaining valid leads.
7. Webhook: Push clean, enriched, personalized rows to HubSpot CRM.
apollowaterfallcrm
Contact dataBundle only
Enrichment workflow Bundle

G2 Intent Surge ABM play

Listens to G2 buyer intent surges and automatically launches a tiered ABM campaign.

1. G2 Integration triggers when an account surges on your category.
2. Clay checks CRM: Does this account exist? Is there an open opp?
3. If open opp: Slack alert the AE. Halt enrichment.
4. If net-new: Find 3 contacts (Champion, Decision Maker, Technical Evaluator).
5. Enrich contacts via email waterfall.
6. Trigger direct mail (Sendoso) to Decision Maker.
7. Trigger cold email sequence to Champion mentioning the category research.
intentg2abm
SignalsBundle only
n8n template Coming soon

Slack Slash-Command Enrichment

Allows AEs to type /enrich [domain] in Slack and instantly get a full account brief back.

Nodes:
1. Webhook — Listens for Slack slash command payload.
2. Set — Extract the domain from the Slack message.
3. HTTP Request — Push domain to Clay webhook.
4. Wait — Wait for Clay callback (Webhook).
5. AI Node — Format the returned Clay data into a clean markdown brief.
6. Slack — Post the brief back to the channel as an ephemeral message.
Coming soon
n8nslacksales enablement
AutomationIn the bundle
Clay formula Bundle

Revenue text to strict ARR buckets

Parses messy revenue strings ("$10M-$50M", "100,000,000") into clean tiers for scoring.

IF(REGEX_MATCH({{Raw Revenue String}}, "(?i)B"), "Enterprise", IF(REGEX_MATCH({{Raw Revenue String}}, "(?i)[5-9]\d\s*M|\d{3}\s*M"), "Mid-Market", "SMB"))
cleanuprevenuescoring
SegmentationBundle only
Claude skill Bundle

Claude 3.5 Executive Quote Miner

Scrapes recent news articles and pulls exact quotes from the CEO to use in outbound hooks.

Analyze the following recent news article about the company.

Article Text:
{{News Article Text}}

Task:
Find exactly ONE direct quote from a C-suite executive (CEO, CRO, CTO, etc.).
The quote must be related to growth, a new challenge, or a strategic pivot.

Rules:
- DO NOT summarize. Return the exact quote in quotation marks.
- Include the name and title of the person who said it.
- If there are no direct quotes from an executive, return exactly: NO_QUOTE_FOUND

Return JSON: {"executive": "...", "title": "...", "quote": "..."}
claudenewspersonalization
ResearchBundle only
Clay formula Bundle

Efficiency ratio (Rev per Employee)

Calculates revenue per head to identify bloated companies vs highly efficient lean teams.

IF(OR({{Headcount}} = "", {{Headcount}} = 0), 0, ROUND(TO_NUMBER(REGEX_REPLACE({{Estimated Revenue}}, "[^0-9]", "")) / {{Headcount}}, 0))
mathefficiencyscoring
ScoringBundle only
Claude skillFree

The Brutal Editor

Strips marketing fluff from outbound drafts, forcing them into 3 mobile-optimized sentences.

You are a brutal, top-performing SDR manager. Rewrite this email.

Draft:
{{Draft Email}}

Rules:
- Strip all pleasantries ("Hope you are well", "Thanks for connecting").
- Delete all adjectives (innovative, leading, powerful).
- Maximum 3 sentences. Maximum 50 words total.
- Must be easily readable on an iPhone lock screen.
- End with a low-friction question, not a meeting request.

Return only the rewritten email body. No commentary.
claudecold emailediting
Outbound copy
Claude skill Bundle

Deep Discovery Prep

Reads a prospect's LinkedIn about section and recent posts to generate un-Googleable discovery questions.

You are preparing a rep for a discovery call. Read the prospect's background.

Background:
{{LinkedIn About Text}}
{{Recent Posts Text}}

Task:
Write exactly 3 sharp, provocative discovery questions. 
Do NOT ask things we could Google (e.g. "What are your goals?").
Ask questions that challenge their current operating model based on what they've posted.

Return JSON: {"questions": ["Q1", "Q2", "Q3"]}
claudesales enablementresearch
ResearchBundle only
Claude skill Bundle

Sentiment & Churn Radar

Analyzes the last 3 emails or support tickets from an account to detect hidden churn risk.

Read these recent messages from a customer.

Messages:
{{Recent Communications Text}}

Task:
Analyze the tone and detect if this account is a churn risk.
Look for: radio silence after a problem, executive escalation, or repeated frustration with the same bug.

Rules:
- Rate the risk: LOW, MEDIUM, or HIGH.
- Give a 1-sentence reason.
- Do they mention a competitor? (true/false)

Return JSON: {"risk_level": "...", "reason": "...", "mentions_competitor": true/false}
claudesentimentretention
RetentionBundle only
Claude skill Bundle

Competitor Pricing Extractor

Scrapes a competitor's /pricing page and figures out their exact value metric (seats, volume, etc).

Analyze this competitor's pricing page text.

Text:
{{Pricing Page Text}}

Task:
Identify exactly how they gate their pricing tiers (e.g., is it by User Seats? API calls? Monthly Revenue?).
What feature forces a buyer to upgrade to their "Enterprise" tier?

Return JSON: {"value_metric": "...", "enterprise_gate": "..."}
claudepricingcompetitors
ResearchBundle only
Claude skill Bundle

Paywall CRO Analyzer

Analyzes your SaaS pricing page or paywall text to find conversion leaks and suggest behavioral psychology tweaks.

You are a world-class Conversion Rate Optimization (CRO) expert. Analyze this SaaS paywall copy.

Paywall Text:
{{Paywall Copy Text}}

Task:
1. Identify the biggest point of friction or ambiguity that would prevent a free user from upgrading.
2. Suggest 2 specific behavioral psychology tweaks (e.g., anchoring, scarcity, loss aversion) to apply to the copy.
3. Rewrite the main Call to Action (CTA) to be entirely value-driven instead of action-driven (e.g. not "Upgrade Now").

Return JSON: {"friction_point": "...", "psychology_tweaks": ["...", "..."], "new_cta": "..."}
claudecromarketingpricing
MarketingBundle only
Claude skill Bundle

Programmatic SEO Pattern Generator

Reads your core product offering and generates a programmatic SEO URL pattern and content structure for mass ranking.

You are a technical SEO strategist building a programmatic SEO (pSEO) campaign.

Product: {{Product Description}}
Audience: {{Target Audience}}

Task:
Design a programmatic SEO campaign structure.
1. Define the URL syntax pattern (e.g. /integrations/[software-a]-and-[software-b]).
2. Define the 3 dynamic data points that must be injected into every page to make it rank.
3. Provide 3 example URLs based on your pattern.

Return JSON: {"url_pattern": "...", "dynamic_variables": ["...", "...", "..."], "example_urls": ["...", "...", "..."]}
claudeseomarketinggrowth
MarketingBundle only
n8n template Bundle

HubSpot to Slack VIP Alerts

Triggers on a new HubSpot High-Value Deal, enriches the company via API, and posts a formatted brief to the #sales Slack channel.

Nodes:
1. HubSpot Trigger — Listens for "Deal Created" where Amount > $10,000.
2. HTTP Request — Hits Clearbit/Apollo API with the associated Company Domain.
3. Set — Maps the enriched data (Headcount, Funding, Tech Stack).
4. Slack — Posts a beautifully formatted block-kit message pinging the assigned AE.
n8nslackhubspotsales
AutomationBundle only
n8n template Bundle

AI Shared Inbox Triage

Watches a generic sales@ or hello@ inbox, uses OpenAI to classify the intent, and auto-routes the email.

Nodes:
1. Gmail/IMAP Trigger — Watches for unread emails in the shared inbox.
2. OpenAI — Prompts: "Classify this email into: Pricing, Support, Spam, or Partnership".
3. Switch — Routes the workflow based on the OpenAI classification.
4. Gmail (Reply) — Auto-replies with specific FAQ templates or routes to Zendesk.
n8nopenaiemailsupport
InboundBundle only
n8n template Bundle

LinkedIn Commenter to CRM

Catches webhooks from LinkedIn scrapers when someone comments on your post and adds them to an outbound sequence.

Nodes:
1. Webhook — Receives data from Apify/Phantombuster LinkedIn scraper.
2. Data Fetcher — Cleans the commenter's profile URL and Name.
3. Dropcontact / Hunter — Finds the commenter's B2B email address.
4. Outreach/Smartlead — Drops the verified email into an auto-sequence.
n8nlinkedingrowthoutreach
OutboundBundle only
n8n template Bundle

Stripe VIP Churn Rescue

Listens for failed payments in Stripe and immediately alerts a Customer Success Manager if the MRR is high.

Nodes:
1. Stripe Trigger — Listens to 'invoice.payment_failed' events.
2. IF Node — Checks if the subscription MRR is > $500.
3. True Branch: Slack — Pings the CSM channel to manually intervene.
4. False Branch: Gmail — Sends a generic automated "Update your credit card" email.
n8nstriperetentionbilling
RetentionBundle only
n8n template Bundle

Typeform to Notion CRM

Captures inbound Typeform leads, formats the data cleanly, and creates a structured database row in Notion.

Nodes:
1. Typeform Trigger — Fires when a new demo request is submitted.
2. Code Node — Formats the JSON answers into clean key-value pairs.
3. Notion — Creates a new page in the "Inbound Leads" database.
4. Notion — Appends a Checklist block inside the page for the SDR to follow.
n8ntypeformnotionlead capture
InboundBundle only
Enrichment workflow Bundle

Sales Nav -> Scrupp -> Clay Email Waterfall

The ultimate LinkedIn scraping playbook. Extract Sales Navigator searches and waterfall enrich them for verified work emails.

1. LinkedIn Sales Nav: Build a highly targeted Boolean search (e.g. VP Marketing AND SaaS).
2. Scrupp / Phantombuster: Use the Chrome extension to extract the search results.
3. Scrupp: Export the extracted profiles as a CSV (or send via Webhook).
4. Clay: Import the CSV into a new table.
5. Clay: Run "Enrich Person from LinkedIn Profile" to grab their current Company Name and Domain.
6. Clay: Run the "Find Work Email" Waterfall integration (Prospeo -> Dropcontact -> Hunter -> Datagma).
7. Clay: Run the "Verify Email" integration to strip out Catch-Alls and Invalid emails.
8. CRM: Push the fully enriched, 100% verified list into HubSpot or Smartlead.
linkedinscruppwaterfallsales nav
Contact dataBundle only
Enrichment workflow Bundle

Apollo -> LinkedIn URL Finder -> Email

When Apollo gives you a lead without an email, use Clay to search Google for their LinkedIn, then enrich it.

1. Apollo: Export leads that are missing email addresses.
2. Clay: Import the list (Name + Company).
3. Clay: Use "Search Google" integration with query: "site:linkedin.com/in/ {{Full Name}} {{Company}}".
4. Clay: Map the first Google search result URL to a new column (this is their LinkedIn Profile).
5. Clay: Pass the newly found LinkedIn URL into the Email Waterfall finder.
6. Clay: Verify the email and sync back to your sequence.
linkedinapolloenrichment
Contact dataBundle only

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