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

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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.