Business Owners

Turn customer objections into closing scripts using Claude

Feed your most common sales objections into Claude with your product details, get back 3-4 specific rebuttals your team can use immediately.

Auto-generate and send invoices when projects hit milestones

Use Zapier to watch your project management tool, trigger invoice creation in Wave or Stripe, and send them to clients without manual work.

Bulk enrich your CRM contact records with company data in one run

Use Clay to match your existing customer list against business databases, adding job titles, company size, and revenue so your team can segment and target better.

1. 1Export your CRM contact list as CSV (email, company name columns minimum)
2. 2Upload the CSV to Clay and select 'Enrich companies' as your integration
3. 3Map your email and company name fields to Clay's matching engine
4. 4Run enrichment. Clay will add: employee count, industry, company revenue, LinkedIn company URL
5. 5Download the enriched CSV with new columns, then re-import into your CRM as a bulk update
6. 6Use the new data to create segments (e.g., 'Companies 50-200 employees in fintech') for targeted outreach