Sales Lead → Company Research → AI Outreach Sequence

advanced35 minPublished Mar 14, 2026
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Automatically research prospects and their companies to give AI the context needed for highly personalized outreach campaigns.

Workflow Steps

1

Clay

Enrich lead with company data

Import lead list and use Clay's data enrichment to gather company size, recent news, funding rounds, tech stack, job postings, and social media activity.

2

Apollo

Find decision maker contacts

Use Apollo to identify key stakeholders at the target company, including their roles, tenure, and contact information to build a complete org chart.

3

Perplexity AI

Research recent company context

Query Perplexity for the latest company news, product launches, expansions, challenges, or industry trends affecting the prospect's business.

4

GPT-4

Generate personalized email sequence

Combine all gathered context to create a 3-email sequence that references specific company pain points, recent developments, and how your solution addresses their unique situation.

5

Instantly

Deploy contextual outreach campaign

Load the personalized sequences into Instantly with proper delays, A/B test variations, and follow-up logic based on engagement levels.

Workflow Flow

Step 1

Clay

Enrich lead with company data

Step 2

Apollo

Find decision maker contacts

Step 3

Perplexity AI

Research recent company context

Step 4

GPT-4

Generate personalized email sequence

Step 5

Instantly

Deploy contextual outreach campaign

Why This Works

Deep company research combined with AI writing creates outreach that feels human and relevant, dramatically improving response rates compared to generic templates.

Best For

B2B sales teams doing outbound prospecting who need to stand out with highly relevant, researched outreach

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Deep Dive

AI Sales Automation: Turn Cold Prospects into Research-Backed Outreach

Transform your B2B sales process with AI-powered prospect research and personalized outreach campaigns that boost response rates by 300%.

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