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Clay + Instantly — Waterfall enrichment finds verified emails. AI drafts personalised first lines. Instantly sends with bulletproof deliverability. This is the cold email engine — no signals, just data-driven outreach at scale.
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Signal-based outreach (ClearCue/Jungler) gives you timing. This playbook gives you precision and personalization at scale — without signals.
You start with a list (from Sales Nav, Apollo, a CRM, a conference, or a previous campaign). Clay enriches every lead with verified emails, company data, technographics, and funding — then drafts AI-personalised first lines. Instantly sends those emails with multi-account rotation, warmup infrastructure, and deliverability protection.
| Use This Playbook When | Use a Different Playbook When |
|---|---|
| You have a static lead list and need to make it outreach-ready | You want to find leads showing buying intent first — add ClearCue (Signal → Enrich → Email) |
| You want the highest-volume email outreach possible | You want multi-channel — add HeyReach for LinkedIn |
| Your TAM is 10,000+ and volume matters | Your TAM is small and every prospect matters — add signals for timing |
| You already know WHO to target but need data + delivery | You don't know who to target — start with ClearCue or Jungler for lead discovery |
| You want AI-personalised emails based on company research | You want signal-personalised emails (referencing their posts/activity) — add social signals |
| Tool | Role | What You're Using It For |
|---|---|---|
| Clay | Enrichment + Personalisation Engine | 100+ enrichment providers via waterfall. Email discovery (80-95% coverage). Company data: employee count, revenue, funding, technographics, industry. Claygent AI web research for deep personalisation. AI formulas for ICP scoring, message drafting, and first line generation. Native CRM sync. CSV/webhook export to Instantly. |
| Instantly | Email Delivery Infrastructure | Multi-account sending with inbox rotation. Domain warmup. Deliverability monitoring. Inbox placement testing. Email verification API. Campaign sequencing with A/B testing. Custom variables from Clay for personalisation. Webhook events for all email actions. Lead management API for automated imports. |
flowchart LR
A["Lead List<br>(Sales Nav, Apollo,<br>CRM, CSV)"] -->|"Import"| B["Clay<br>Enrich + Personalise"]
B -->|"CSV export or<br>webhook push"| C["Instantly<br>Email Campaigns"]
C -->|"Multi-account<br>sending"| D["Prospect<br>Inbox"]
C -->|"Webhooks<br>(reply, bounce)"| E["Response<br>Handling"]