How to use Clay & AI for Segmentation

Hey, Claymaker.

Welcome if you’re new! Claymation is quickly approaching 1,000 subscribers of GTM Operators, Founders, Investors, and Sales Reps who are thinking differently about the future of GTM.

Today we’re diving into segmentation and how to do it in Clay.

A few things inspired this post (besides this being one of the most important things you can do for GTM):

• ’s (who writes Mostly Metrics) Complete Guide to Customer Segmentation

• A cybersecurity customer I’m working with (we’re helping this $Billion company enter a new TAM with Clay)

• Curiosity to better understand the audience Claymation is attracting

I really like how CJ defines segmentation:

This isn’t just about TAM analysis, territory planning, and improving outbound prospecting.

It can have measurable impact to your bottom line. CJ goes onto explain:

This is why your enrichment + GTM data strategy isn’t something to skimp on.

You’re literally holding your sales team and company back from achieving greater results.

Data can also help you enter a new TAM more effectively + run better experiments to figure out what works. This is what I’m helping a unicorn cybersecurity company with.

To warm up this TAM - we are segmenting outreach and messaging by the following:

• Industry

• Size of company

• Tech Stack

• Presence (or lack) of a specific team

• Size of the team

• Company growth

• Whether the company has had a data leak

Based on the above, we’re aligning conditional messaging to align value prop, how it relates to the company’s situation, and persona.

Now bringing this back to Clay… let’s dive into how to do this in the platform.

The Objective

To better understand my audience’s composition:

• Seniority

• Team/Persona

The Process

It’s pretty simple. Export CSV from Clay and kickoff some enrichments.

In the future, I hope to connect Zapier to my email so that I can add subscribers automatically to the list as I get sign up notifications.

The Claygent Prompt

My previous post is a good primer on Claygent and how to use Claygent to find & analyze 10-k reports.

For this example, this is the prompt I’m using to classify titles into seniority & team.

Be sure to define the outputs so the data is structured in an easy way to use:

The Output

Note: from the person’s LinkedIn, I also found and enriched the company info. I wasn’t expecting to see Visa & Chase or the Texas Health and Human Services to pop up.

The next step is to analyze this data and create some visualizations. We’ll save that for Part 2.

Around The Kiln

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This is one of my favorite AI productivity tools.

I use it daily an obsessed with it.

In a nutshell - it listens for action items and to dos across Zoom, Slack, & Email and then automatically creates a to do list for me. If you’ve met with me on a Zoom, then you’ve likely seen it join our call.

I’ve partnered with them so you can get $15 off your first month. Use the code ALEX in the promo box when you sign up. Sign up:

disclosure note: I do get a referral.

Agency GrowthToday is Hiring Clay Experts

Looking for a Customer Success Manager and a Clay Operator to join a rapidly growing Claygency. Working with clients like ActiveCampaign, Aftersell, Tabnine, Gladly, and many others, you'll have a huge impact on the success of a fully remote, but tight-knit team. If you love sales, technology, AI, automation and Clay, say hi at [email protected] 

P.s. they also have this killer list of B2B signals:

https://growth-today.notion.site

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