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Prospect One Account

Prospect One Account transforms a company domain into a comprehensive outbound package that includes insights from your CRM and public signals, along with personalized email drafts for key decision-makers.

Luca Prando
Luca Prando

GTM Ops at Clay

About this Skill

When to use it

Use this Skill when you need to prepare outreach for a specific company and want to know who to contact and what to say. It is ideal for situations where you need to prospect an account, build cold emails, or research a target company. This Skill is not suitable for bulk account processing or sending emails directly.

What it delivers

The Skill produces a package of drafts that includes an engagement summary, third-party signal analysis, and a list of 3-4 key decision-makers with verified emails. It unlocks the decision of who to contact and what to say, while respecting the boundaries of not sending emails or modifying CRM records.

SKILL.md preview

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How someone would prompt this

Prospect the account for acme.com and prepare outreach.

Other ways to ask

Inputs & outputs

What someone provides before the Skill runs, and the reviewable artifacts it returns.

Inputs

  • 01Company domain
    • The domain to prospect, e.g. acme.com
    • required — nothing runs without it.
  • 02Product context
    • Your product's name, a one-line value proposition, and 2–3 canonical use cases teams buy it for
    • required — the emails cannot be written without it.
  • 03Buyer functions
    • Which functions buy or own your product, e.g. Revenue, Sales, Marketing, RevOps
    • defaults to Revenue/Sales/Marketing/RevOps/Growth if missing.
  • 04Title keywords
    • The job-title keywords for people search, matched with 'contains'
    • defaults to a C-level → VP → Head of → Director ladder if missing.
  • 05Title exclusions
    • Title words that disqualify, e.g. junior, assistant, intern
    • defaults to the exclusion list if missing.
  • 06Seniority floor
    • The lowest seniority worth contacting
    • defaults to director if missing.
  • 07Regions
    • Which regions to search for people in
    • no filter is applied if missing.
  • 08CRM connection
    • Which CRM you run and the name of your connected account in Clay
    • the CRM half is skipped if missing.
  • 09CRM account fields
    • Which fields on your account object carry account fit, owner, and engagement summaries
    • those lines drop from the account context if missing.
  • 10Email providers
    • Which email finder/validator providers are connected in your workspace, and the waterfall order
    • defaults to Findymail → Prospeo → Wiza if missing.
  • 11Sender name
    • The name to sign the emails with
    • emails end with just the sign-off word if missing.
  • 12Spending cap
    • The most you want this run to spend, in credits or dollars
    • you are asked at the gate in Step 3.

Outputs

  • 01Contact ListA ranked list of 3-4 decision-makers at the target company, including their titles and reasons for selection.
  • 02Email DraftsThree personalized email drafts for each selected contact, tailored to their role and the company's current situation.
  • 03Engagement SummaryA concise summary of the account's recent engagement level and activities, providing context for outreach.
  • 04Third-Party Signal AnalysisAn analysis of public signals indicating the company's current needs, including hiring, funding, and leadership changes.

Representative output

ContactTitleWork emailProviderWhy pickedSubjectEmail 1Email 2Email 3
Avery NorthVP Revenue Operationsavery@northwind.exampleFindymailOwns the RevOps function; CRM shows a stalled 2025 oppScaling outbound after the raise(90–120 word intro draft)(80–110 word use-case draft)(under-40-word bump)
Jordan ColeDirector Sales Developmentjordan@northwind.exampleProspeoRuns the SDR team the hiring signals point toYour five new SDR openings(draft)(draft)(draft)

Plus an account context block: domain, the CRM account it matched (ID and owner), engagement level and summary, and the third-party signal analysis and tier.

How the Skill runs

Follow the steps in order. Each row includes the full instruction.

01
Check the platform, and say where the work runs

Say the posture out loud before anything runs: this skill reads your CRM and public data, writes nothing anywhere, and its output is drafts in this conversation. Then check the platform to ensure you are signed in.

Step
02
Collect the definition (interview; do not guess)

Collect the necessary definitions by asking for the domain, product context, CRM details, and any other required inputs, ensuring to note any defaults used.

Step
03
Normalize the domain (free)

Normalize the domain by stripping protocol and 'www.', ensuring it is valid before proceeding.

Step
04
Price the run and get one yes (spend-approval)

Fetch the live per-call price of each function this run will use and ask for the spending cap before proceeding. The run stops and waits for spend approval before continuing.

Step
05
Enrich the company

Enrich the company by running the Clay action with the normalized domain and verifying the company name and LinkedIn URL.

Agent
06
Read the CRM (three lookups, read-only)

Read the CRM to gather recent activities, opportunities, and engagement summaries for the account.

Agent
07
Judge first-party engagement (no external lookups)

Judge first-party engagement based on the CRM data to produce an engagement summary and level.

Agent
08
Research third-party signals (budgeted web research)

Research third-party signals to identify any recent public indicators that suggest the company may need the product now.

Agent
09
Find the people

Find the people at the company using the LinkedIn URL and specified title keywords, ensuring to verify the results.

Agent
10
Pick the 3–4 people to prospect (no external lookups)

Pick the 3-4 people to prospect based on decision-making authority and engagement analysis.

Agent
11
Find and verify emails (waterfall)

Find and verify emails for each selected contact using the specified email providers in the defined order.

Agent
12
Write the emails (no external lookups)

Write the emails for each contact based on the account research, ensuring to follow the specified structure and tone.

Agent
13
Deliver the package

Deliver the package of drafts and account context in the conversation, summarizing the run and offering to save the answers.

Step

Connections required

email finder/validator providersRequired connection

Install Clay and run it

Sign in once, install the Skill, then run the prompt.

  1. 1Install ClayUse the connector or official plugin in your coding-agent environment.
  2. 2Sign up or log inAuthorize Clay access and return when the connection is ready.
  3. 3Install the SkillRun the one-line install command from the Add this Skill card.
  4. 4Run the SkillPaste the example prompt and review the result.

Version history

Version 2From submitted SKILL.mdCurrent

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