The Social Listening Playbook

January 27, 2026

Tools used

Download playbook

Enter your email

By clicking download you subscribe to our marketing communications.

A fully automated workflow that turns LinkedIn keyword engagements into high-intent outbound pipeline using RB2B, Clay, and AI scoring.

Fivos Aresti

Fivos Aresti

How it works

Step 1: Define Keywords to Monitor

- Select 5–10 keywords tied to your category, competitors, and core pains.

- Examples: category terms, competitor names, use cases, buyer-language pain points.

- These keywords become the trigger layer for extracting relevant LinkedIn posts.

- Tools: Clay, Trigify.

‍

Step 2: Monitor & Extract LinkedIn Posts

- Clay searches LinkedIn for new posts matching your chosen keywords.

- Each matched post is pulled into Clay with the post URL and author details.

- This creates a live stream of conversations happening around your category.

‍

Step 3: Scrape Engagement

Clay scrapes all engagement types from each matched post:

– Likes

– Comments

– Reposts

Engagements are categorised and routed for enrichment.

This step identifies people actively participating in relevant topics.

‍

Step 4: Enrich Company & Contact Data

For each engager, Clay enriches:

– Company domain, size, industry, geography

– Contact name, title, LinkedIn URL

Findymail provides verified emails and additional contact-level data.

This converts social interactions into structured outreach-ready leads.

‍

Step 5: Lead Scoring

- Clay sends enriched profiles through an AI scoring step (ChatGPT) or formula-based scoring.

- Output: Tier 1 / Tier 2 / Tier 3 based on ICP fit and engagement strength.

- Tiering determines routing paths for outbound.

‍

Stage 6: Route to Tiered Outreach

Tier 1:

– Add task for cold calling

– Automated LinkedIn connection requests from multiple profiles

– Tools: BetterContact, HeyReach

‍

Tier 2 & 3:

– Automated multichannel email outreach

– Tools: Lemlist

Lead routing is executed within Clay and/or the CRM.

‍

Share

The Social Listening Playbook

Scroll to zoom in and out, drag to navigateUse 2 fingers to drag, zoom in and out

Warm Calling Playbook 2026

Clay

HubSpot

Nooks

Warm Calling Playbook 2026

A workflow that funnels six warm lead sources into Clay, scores and tiers every contact, then routes calling tasks into Nooks for parallel dialing.

OOuuttbboouunnddRReevvOOppss

Dan Rosenthal

Automated Cold Outbound Playbook using Claude Code

Miro

Clay

Claude Code

Automated Cold Outbound Playbook using Claude Code

A workflow that uses Claude Code to run the full cold outbound motion from strategy to campaign launch into Instantly and HeyReach.

OOuuttbboouunnddRReevvOOppss

HubSpot Custom Code Workflow

HubSpot

HubSpot Custom Code Workflow

A workflow that extends HubSpot beyond native actions using custom code, private apps, and external APIs to handle automations like bulk associations, AI scoring, and cross-object syncs.

Elena Mahmutaj