QUALIFIED ACCOUNT TO A GATED LEMLIST HANDOFF
A free Clay workflow from Revenanas
Guide: https://www.revenanas.com/workflows/clay-qualified-account-gated-lemlist


WHAT IT DOES
Every time a company becomes Qualified in the "Closed-won lookalikes"
workflow, this one finds the right person to talk to, verifies their work
email and drafts a message that opens with that company's own news. It only
adds the lead to Lemlist after you switch sending on.


BEFORE YOU START (about 5 minutes, once)

1. Install the "Closed-won lookalikes" workflow first. This one listens to
   its results.

2. Clay's command-line tool, installed and signed in. If you did step 1 of
   the other workflow you already have it. If not:
       npm install -g @claypi/cli      (needs Node.js 22+, https://nodejs.org)
       clay login

3. In Lemlist, create a campaign and leave it PAUSED. Copy its ID from the
   campaign's web address (it starts with cam_).

4. Connect Lemlist in Clay (Settings > Connections).


INSTALL (about 1 minute)

   Mac:      double-click "Install (Mac).command"
             If macOS says it can't be opened, right-click it and choose Open.
   Windows:  double-click "Install (Windows).bat"
   Or:       open Terminal in this folder and run  python3 install.py

The installer checks you're signed in, asks before changing anything, creates
the "Signal Loop · Qualified" segment in Clay Audiences if it isn't there,
asks for your Lemlist campaign ID and adds the workflow as an unpublished draft.


MAKE IT YOURS (before you publish)

- "Find security and compliance buyers": change the job titles to the people
  you sell to.
- "Select the best security buyer": the scores decide who wins when several people
  match. Higher score wins.
- "Write tender-led message": the email is a plain template. Change the
  sentences in quotes to fit your offer. The company, the signal and the
  person's role are filled in automatically.


TURN SENDING ON (when you're happy with the drafts)

It starts with sending OFF. Every lead is held with the status
ready_for_paused_campaign, so you can read the drafts first.

When you're ready, open "Write tender-led message", change
send_to_lemlist from False to True and publish. Leads then go into your
paused Lemlist campaign. Nothing is emailed until you start that campaign
in Lemlist.


GOOD TO KNOW

- Finding people and verifying emails uses Clay credits, but only for
  companies that qualified.
- No verified email means the lead is held, never guessed.

Stuck? Book a call with us: https://meetings-eu1.hubspot.com/jack-cane
