Start by exporting the founder's LinkedIn connections.

How to export LinkedIn connections:

1. Click the Me icon at the top of the LinkedIn homepage.
2. Select Settings & Privacy.
3. Open the Data Privacy section from the left sidebar.
4. Under How LinkedIn uses your data, click Get a copy of your data.
5. Select Download larger data archive, which includes connections.
6. Click Request archive.
7. Download the file from the link sent to your primary email address.

After export:

• Extract the connections CSV file.
• Upload the CSV into Clay.
• Use this list as the warm starting point for outbound.

Review the companies behind each connection.

• Enrich companies in Clay with industry, size, funding, and location.
• Add tech stack data where relevant.
• Keep only companies that match your ICP.

This step ensures outbound effort is focused on the right accounts.

Next, qualify the individuals within those companies.

• Enrich role, seniority, and department.
• Identify decision-makers and buying roles.
• Filter out unrelated roles

Only relevant contacts move forward.

Use ‘Use AI’ in Clay to prioritize the list.

• Review company fit, role relevance, and context together.
• Assign a priority tier:
  • Tier 1: Strong fit, high priority
  • Tier 2: Good fit, medium priority
  • Tier 3: Lower priority
• Add a short reason for each score.
• Exclude non-fit leads automatically.

This creates a clear order of operations for outreach.

• Tier 1: High Priority
  • Assign leads to AEs for manual outreach
  • Calls using BetterContact for phone numbers
• Tier 2: Medium Priority
  • Enroll leads in automated email and LinkedIn outreach
  • Emails via Instantly and LinkedIn DMs via HeyReach
• Tier 3: Low Priority
  • Enroll leads in automated email-only nurture
  • Emails via Instantly

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