Website Visitor De-Anonymization Outbound Playbook

Centralize all visitor signals.

• Send company and contact visitor data from Warmly into Clay.
• Create a single record per company and per contact.
• Preserve visit context and timestamps.

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• Enrich company data in Clay:
  • Industry
  • Company size
  • Location
  • Website and product details
• Enrich contact data:
  • Role and seniority
  • Verified email addresses using Findymail

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Determine which visitors are worth immediate action.

• Use ‘Use AI’ in Clay and select a ChatGPT model to evaluate:
  • Company fit
  • Role relevance
  • Strength of visit signals
• Assign priority tiers:
  • Tier 1: Best-fit
  • Tier 2: Good-fit
  • Tier 3: Okay-fit
  • Disqualified

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Act immediately on high-intent visitors.

• Send Slack notifications for Tier 1 accounts.
• Identify additional stakeholders such as:
  • Decision-makers
  • Champions
• Find emails using Findymail.
• Enrich phone numbers using BetterContact.

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Route visitors into the appropriate outbound motion.

• Tier 1
  • Immediate cold calling using BetterContact
  • Automated email and LinkedIn outreach via Instantly and HeyReach
• Tier 2 and Tier 3
  • Automated email outreach via Instantly
  • Scaled follow-up based on visit signals

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