# CLAY TEST WORKFLOW - PHT Atmos Outreach
**Goal:** Test Clay enrichment → Instantly integration for cold storage facility outreach

**Test Scope:** 10 companies (Rogers Cold Stores + 9 others from AU list)

---

## WORKFLOW OVERVIEW

```
INPUT: Company domain (e.g., rogerscold.com.au)
  ↓
STEP 1: Verify Company Info (Clay enrichment)
  ↓
STEP 2: Find Top 3 Employees (Clay people search)
  ↓
STEP 3: Enrich Contact Data (email, phone, LinkedIn)
  ↓
STEP 4: AI Personalization (ChatGPT/Claude in Clay)
  ↓
STEP 5: Send to Instantly (email sequences)
```

---

## STEP 1: VERIFY COMPANY INFO

### Clay Actions:
1. **Company Enrichment** (via Clay's PDL/Clearbit)
   - Input: Domain (rogerscold.com.au)
   - Output:
     - Company name verification
     - Employee count
     - Industry classification
     - Revenue estimate
     - Company phone
     - LinkedIn URL

2. **Website Scraper** (optional)
   - Scrape "About" page for CA storage mentions
   - Extract facility details
   - Confirm fruit types

### Data Validation:
- ✅ Company still exists
- ✅ Employee count matches expectations
- ✅ Industry = cold storage/logistics/warehousing

---

## STEP 2: FIND TOP 3 EMPLOYEES

### Clay People Search Actions:

**Search Criteria:**
- Company domain: [from Step 1]
- Job titles (try in order):
  1. "Operations Manager"
  2. "Warehouse Manager"  
  3. "Cold Storage Manager"
  4. "Facility Manager"
  5. "General Manager"
  6. "Operations Director"

**Seniority Filter:**
- Manager, Director, VP level
- Exclude C-suite (unless small company <50 employees)

**Output per contact:**
- Full name
- Job title
- Department
- Seniority level
- LinkedIn URL (if available)

**Goal:** Find 3-5 contacts, keep top 3 most relevant

---

## STEP 3: ENRICH CONTACT DATA

### Clay Waterfall Enrichment:

**Email Finding (try in sequence):**
1. **People Data Labs** (Clay default)
   - Most comprehensive
   - Try first
2. **Hunter.io** (if PDL fails)
   - Domain search
   - Verify deliverability
3. **Prospeo** (if Hunter fails)
   - High accuracy
   - LinkedIn-based

**Email Verification:**
- Use Clay's email verification
- Confirm: Valid/Invalid/Catch-all
- Only keep: Valid emails

**Phone Enrichment:**
- Try PDL for direct dials
- Try Prospeo for mobiles
- Note: Phone optional for email-only test

**LinkedIn URL:**
- Verify profile exists
- Check profile completeness
- Use for LinkedIn outreach later

---

## STEP 4: AI PERSONALIZATION

### Personalization Variables (Clay to generate):

**Basic (from enrichment):**
- {{First_Name}}
- {{Company_Name}}
- {{Job_Title}}
- {{City}}
- {{Fruit_Type}} (from original list)
- {{CA_Rooms}} (from original list)

**AI-Generated (via ChatGPT in Clay):**

**Prompt for Clay's ChatGPT integration:**
```
You are writing the first line of a cold email to {{First_Name}}, {{Job_Title}} at {{Company_Name}}, a cold storage facility in {{City}}, Australia that stores {{Fruit_Type}} in {{CA_Rooms}} CA rooms.

Write a personalized, conversational opening line that:
1. References their specific role and company
2. Mentions their fruit type or facility size (naturally, not forced)
3. Hints at ethylene monitoring challenges
4. Keeps it under 25 words
5. Sounds human, not salesy

Output ONLY the opening line, no quotes or extra text.
```

**Example Outputs:**
- "Hi John, saw Rogers Cold Stores handles apple storage across 18 CA rooms in Queensland—ethylene spikes must keep you on your toes."
- "Sarah, managing citrus across 25 CA rooms at Costa Group, I imagine spoilage prevention is top of mind heading into peak season."

---

## STEP 5: EMAIL TEMPLATE STRUCTURE

### Email Sequence (Instantly):

**Email 1: Initial Outreach (Day 1)**

```
Subject: Quick question about {Company_Name}'s CA storage

Hi {{First_Name}},

{{AI_Generated_First_Line}}

Zespri and Wonderful Citrus recently cut spoilage 30-40% using real-time ethylene monitoring in their CA facilities. 

Worth 15 minutes to see if it'd work for {{Company_Name}}?

Book here: calendly.com/jonny_shannon/30mins

Best,
Jonny Shannon
PostHarvest Technologies
```

**Email 2: Follow-up (Day 3)**

```
Subject: Re: Quick question about {Company_Name}'s CA storage

{{First_Name}},

Following up on my note about ethylene monitoring for {{Company_Name}}.

Quick case study: A facility similar to yours ({{CA_Rooms}} rooms, {{Fruit_Type}}) saw 35% reduction in post-harvest losses within 2 months.

10-minute call to walk through it? Reply with a time or grab a slot: calendly.com/jonny_shannon/30mins

Jonny
```

**Email 3: Value Add (Day 6)**

```
Subject: Resource for {{Company_Name}}

{{First_Name}},

No pressure if timing isn't right.

Thought you might find this useful: [Link to ethylene monitoring guide/case study]

If you ever want to discuss how facilities like {{Company_Name}} are using real-time monitoring to prevent spoilage, I'm here.

Jonny Shannon
PostHarvest Technologies
```

**Email 4: Break-up (Day 10)**

```
Subject: Should I close your file?

{{First_Name}},

Haven't heard back—totally fine if it's not a priority right now.

Should I close your file, or is there a better time to reconnect?

Quick yes/no is all I need.

Jonny
```

---

## STEP 6: CLAY → INSTANTLY INTEGRATION

### In Clay:
1. After all enrichment complete
2. Filter: Email = Valid
3. Click "Export" or "Integrations"
4. Select "Instantly"
5. Choose campaign: "PHT - AU Cold Storage Test"
6. Map fields:
   - First Name → {{First_Name}}
   - Company Name → {{Company_Name}}
   - Email → {{Email}}
   - Custom 1 → {{AI_First_Line}}
   - Custom 2 → {{City}}
   - Custom 3 → {{Fruit_Type}}
   - Custom 4 → {{CA_Rooms}}

### In Instantly:
1. Create campaign: "PHT - AU Cold Storage Test"
2. Add 4-step sequence (emails above)
3. Set delays: Day 1, +2 days, +3 days, +4 days
4. Use merge tags: {{First_Name}}, {{Company_Name}}, etc.
5. Enable tracking: Opens, clicks, replies
6. Set daily send limit: 10/day (for test)

---

## TEST DATASET (10 Companies)

**From Australia Master List:**

1. **Rogers Cold Stores** - rogerscold.com.au (18 CA rooms, Queensland)
2. **Costa Group** - costagroup.com.au (30 CA rooms, Multi-State, Citrus)
3. **Perfection Fresh Australia** - perfectionfresh.com.au (30 CA rooms, NSW, Mixed)
4. **Legacy Packing Australia** - legacypackingaustralia.com (20 CA rooms, Citrus)
5. **VFS Exports** - vfsicilianoexports.com.au (15 CA rooms, Apple/Pear)
6. **Lenswood Cold Stores** - lenswoodcoop.com.au (18 CA rooms, SA, Apple)
7. **Hansen Orchards** - hansenorchards.au (12 CA rooms, Tasmania, Apple)
8. **GV Independent Packers** - gvip.com.au (15 CA rooms, Victoria, Apple/Pear)
9. **Northern Valley Packers** - nvpackers.com.au (15 CA rooms, WA, Citrus)
10. **Batlow Fruit Company** - batlow.com.au (20+ CA rooms, NSW, Apple)

**Target:** 30 contacts (3 per company)

---

## SUCCESS METRICS (Test)

### Enrichment Quality:
- **Company verification:** 100% (10/10 companies confirmed)
- **Contact find rate:** Target 80%+ (24+ contacts found)
- **Email verification:** Target 90%+ valid
- **Phone numbers:** Bonus (not required for email test)

### Outreach Performance:
- **Emails sent:** 30
- **Open rate:** Target 40-60%
- **Reply rate:** Target 3-5% (1-2 replies)
- **Meeting booked:** Target 1 (minimum)

### Time Investment:
- **Clay setup:** 2-3 hours (one-time)
- **Enrichment:** 30-60 minutes (10 companies)
- **Review/QA:** 30 minutes
- **Total:** 3-4 hours for test

---

## CLAY TABLE STRUCTURE

### Columns:

**Input Columns:**
1. Company Name
2. Company Domain
3. City
4. Fruit Type
5. CA Rooms (estimate)

**Enrichment Columns:**
6. Company Verified (Y/N)
7. Employee Count
8. Company Phone
9. Company LinkedIn

**Contact Columns (repeat 3x for Contact 1, 2, 3):**
10. Full Name
11. Job Title
12. Email
13. Email Status (Valid/Invalid)
14. Phone (optional)
15. LinkedIn URL

**Personalization Columns:**
16. AI First Line
17. Email Subject Line
18. Ready to Send (Y/N)

---

## CLAY CREDITS ESTIMATE

**Per Company (10 companies):**
- Company enrichment: 1 credit
- Find 3 people: 3 credits
- Email finding (3 people × waterfall avg 2 attempts): 6 credits
- Email verification: 3 credits
- AI personalization (ChatGPT): 3 credits
- **Total per company: ~16 credits**

**Test Total: 160 credits** (well within Explorer plan's 2,000)

---

## NEXT STEPS

### Option A: I Set It Up (Recommended)
1. **You:** Sign up for Clay Explorer ($149/mo)
2. **You:** Give me API key or shared access
3. **Me:** Build the workflow in 2-3 hours
4. **You:** Review and approve
5. **Me:** Run enrichment on 10 companies
6. **You:** Review output, launch test

**Timeline:** Setup complete in 24-48 hours

---

### Option B: You Build, I Guide
1. **You:** Sign up for Clay Explorer
2. **Me:** Walk you through setup (step-by-step)
3. **You:** Build the workflow
4. **Me:** QA and troubleshoot
5. **You:** Run test

**Timeline:** 2-3 days (your time investment: 3-4 hours)

---

## COST BREAKDOWN (Test)

**Clay Explorer:** $149/mo (cancel anytime)  
**Instantly:** $97/mo (already have)  
**My time:** Free (I'm your AI assistant)

**Total test cost:** $246/mo

**Cost per contact enriched:** $5.20 (30 contacts)  
**Cost per meeting (if 1 booked):** $246

**Compare to:**
- Manual research: 20 min × 30 = 10 hours × $50/hr = $500
- Apollo alternative: $357/mo (locked 12 months)

---

## DECISION TIME

**Want me to:**
1. **Wait** for you to sign up for Clay, then I'll build it
2. **Create guided tutorial** so you can build it yourself
3. **Something else?**

**Clay signup:** https://clay.com/signup

**Once you're in, give me access and I'll have this running in 24 hours.**