Get 3,000 free credits in Clay and start building smarter outbound systems: https://go.yellowo.co.uk/clay-credits 🔓 20+ FREE OUTBOUND RESOURCES: Guides, worksheets, templates, generators, and a full cold email course. Pick your biggest challenge and get matched resources. 👉 https://go.yellowo.co.uk/resources When you’re building outbound campaigns, knowing how many people work in a specific department at your target accounts can completely change the way you approach messaging. In this video, I walk through how to use Clay for account research. Specifically to find department headcounts (like Customer Success or Customer Support), enrich lists from Apollo, and layer in technographic data such as which helpdesk tools a company is using (Intercom, Zendesk, etc.). You’ll see how to: ✅ Import account lists from Apollo into Clay ✅ Find department headcount by role criteria ✅ Filter accounts based on technologies they use ✅ Identify key decision-makers (like Head of Customer Success) ✅ Tailor outreach depending on whether those roles exist or not This workflow is perfect if you want to: – Segment accounts by department size – Prioritise larger teams with bigger needs (and budgets) – Build more relevant outbound messages based on org structure Whether you’re selling SaaS, recruiting, or running outbound for clients, this research process will help you move beyond generic targeting and write messages that land. Don't forget to subscribe for more tactics and tips on generating more B2B Sales. Hit the like button if you find this video helpful! Additional Resources: 🤙 🤙 Recommended Prospecting Software & Tools - https://go.yellowo.co.uk/outbound-sales-tools 🤙 Connect on LinkedIn - https://www.linkedin.com/in/outboundsalestech/

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