These are the plays WarmUp runs, written out step by step. Take one and build it yourself, or have us run it for you.
Each guide is a workflow we run or have built. Its play page has the diagram and the steps. The full guide has the board, the reasoning and a spec to copy.
Start here
A raw company list becomes a segmented, tiered map in four passes, with the sources that cost no provider credits going first.
Systems. 8 steps. Tools: Clay Search, SaasyDB, DiscoLike, Freckle, Clay, Supabase, Apollo, Prospeo, AI Ark, HubSpot, OpenAI.
Open the guideFinding who is ready now
Job postings become a ranked daily call list, by testing the title against five rings and the company against the map.
Outbound, CRM. 8 steps. Tools: Apify, Freckle.
Open the guideFinding who is ready now
Start from a list of accounts you already trust, find which of them are hiring, and get a verified person to call at each.
Outbound. 8 steps.
Open the guideFinding who is ready now
Everyone who engages with a post is checked against six facts and handed to the right campaign with a message written for them.
Outbound, LinkedIn. 8 steps.
Open the guideQualifying what comes in
Every book-a-call form fills its own gaps, runs two stages of checks, and lands on one of three verdicts before anyone picks up the phone.
Inbound, Website. 8 steps.
Open the guideHow it all fits
Content creates the demand, capture turns it into signals, qualification and suppression decide who is touched, and three tiers route each one to a rep or a sequence.
Inbound, LinkedIn, Website. 8 steps. Tools: Apify, Freckle.
Open the guideHow it all fits
One layer decides, one remembers, one records and one touches, with a contract between each pair.
Systems. 8 steps. Tools: Freckle, Clay, Postgres.
Open the guideEach recipe is one job: what sets it off, the steps in order and the tools it runs on.
Webinar & Event Automation
Instantly enrich webinar registrants and route them to your CRM for fast follow-up and sales visibility.
Inbound, Events. 4 steps. Tools: Clay, HubSpot, Make.com.
Open the recipeLead Generation
Automatically qualify and route new leads using intelligent scoring and CRM automation.
Inbound, Email. 4 steps. Tools: HubSpot, Clay, Instantly.
Open the recipeLead Generation
Automatically capture and enrich warm leads from 360Connect and launch personalized outreach.
Inbound, Email, LinkedIn. 4 steps. Tools: Parseur, Clay, Instantly, HeyReach.
Open the recipeLead Generation
For form submissions from your website or landing pages, Apollo scores each lead based on criteria like role, industry, and company size. Qualified leads are immediately enrolled in personalized sequences.
Inbound, Website, Email. 4 steps. Tools: Instantly, Clay, Apollo.
Open the recipeSocial Media
Convert LinkedIn profile visits and engagement into qualified conversations through automated outreach.
Outbound, LinkedIn, Email. 4 steps. Tools: LinkedIn Sales Navigator, HeyReach, Clay, Instantly, Teamfluence.
Open the recipeWebsite Analytics
Enrich website visitors with contact data and launch outreach based on behavioral signals for higher conversion.
Inbound, Website, Email. 4 steps. Tools: RB2B, Clay, HubSpot, Make.com.
Open the recipeSocial Selling
Monitors who engages with your LinkedIn content using HeyReach and Teamfluence. Automatically triggers connection requests and multi-step follow-up messaging for warming up interested prospects.
Outbound, LinkedIn. 4 steps. Tools: HeyReach, Teamfluence, Clay.
Open the recipeSocial Selling
Detects when you publish new case studies, testimonials, or G2 reviews. Clay finds similar companies in your ICP and launches targeted campaigns using that proof as the hook.
Outbound, Email. 4 steps. Tools: Clay, Instantly.
Open the recipeMeeting & Engagement
Triggers outreach 30–45 days after a company announces new funding. Our sequences highlight how your offer can help them scale, hire, or improve GTM timing for new budget windows.
Outbound, Email. 4 steps. Tools: Clay, Instantly.
Open the recipeMeeting & Engagement
If a prospect no-shows a booked call, this workflow sends a friendly follow-up with a 1-click rebook link via Calendly. Clay tracks replies and automatically manages sequence continuity.
Inbound, Email. 4 steps. Tools: Clay, Calendly, Instantly.
Open the recipeMeeting & Engagement
Used after webinars, conferences, or in-person events. Clay imports attendees and launches an Instantly campaign with takeaways, resources, and follow-up CTAs for reactivating cold leads.
Inbound, Email, Events. 4 steps. Tools: Clay, Instantly, HubSpot.
Open the recipeAccount Expansion
Monitors job boards for roles like 'BDR', 'AE', or 'RevOps'. When 3+ relevant hires are posted, Clay flags the account and triggers campaigns aligned with their hiring and growth needs.
Outbound. 4 steps. Tools: Clay.
Open the recipeAccount Expansion
For SaaS clients: When a customer hits usage thresholds, Clay triggers an upsell campaign. This includes ROI dashboards, upgrade pitches, and CSM alerts for expansion opportunities.
Existing customers, Email. 4 steps. Tools: Clay, HubSpot, Instantly.
Open the recipeAccount Expansion
Targets accounts nearing limits of their current subscription. Uses Clay + HubSpot to send personalized upgrade proposals, showing the value of increased usage tiers with usage stats and case studies.
Existing customers. 4 steps. Tools: Clay, HubSpot.
Open the recipeAccount Expansion
Detects when one department is using your product successfully. Clay maps the org chart and launches outreach to leaders in other departments or regions to expand footprint.
Existing customers. 4 steps. Tools: Clay, HubSpot.
Open the recipeIntent Data & Signals
Combines signals across LinkedIn, Apollo, and Clay to map out key decision-makers at a target account. Launches multi-threaded messaging sequences to increase reply rates and internal buy-in.
Outbound. 4 steps. Tools: Clay, Apollo.
Open the recipeIntent Data & Signals
When someone downloads a gated asset, this triggers a multi-touch sequence via HeyReach or Instantly. Clay enriches the contact and customizes messaging based on the content topic.
Inbound, Email, LinkedIn. 4 steps. Tools: Clay, Instantly, HeyReach.
Open the recipeIntent Data & Signals
Tracks when leads engage with 2+ pieces of content across platforms. Based on this score, the lead is routed to sales or entered into a focused nurture campaign for high-interest contacts.
Inbound. 4 steps. Tools: Clay, HubSpot.
Open the recipeIntent Data & Signals
Tracks when a former buyer or power user joins a new company. After a short delay, Clay triggers a personalized outreach sequence to re-activate champions and accelerate new pipeline opportunities.
Outbound. 4 steps. Tools: Clay.
Open the recipeCustomer Success
Monitors churn risk by combining data from Mixpanel, Clay, or ChurnZero. Sends alerts for accounts dropping below health thresholds and automatically triggers CSM follow-up with win-back content.
Existing customers. 4 steps. Tools: Clay, HubSpot, Mixpanel, ChurnZero.
Open the recipeSystem Automation
Ensures all new contacts, replies, and campaign activity from Clay, Smartlead, and HeyReach are synced into HubSpot. Reduces manual CRM entry and supports attribution, lead handoff, and reporting.
Systems, CRM, Email, LinkedIn. 4 steps. Tools: Clay, Smartlead, HeyReach, HubSpot.
Open the recipePick the play you want first. We build it in your tools, run it with your team and hand it over.
Or call +1 317 414 1157, or pick a time without the form.