Research Company → Generate Sales Pitch → Schedule Follow-up

beginner15 minPublished Mar 15, 2026
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Automatically research potential defense industry clients, generate personalized outreach emails, and schedule follow-up sequences for B2B sales teams.

Workflow Steps

1

Clay

Research prospect companies

Use Clay to gather comprehensive company data including recent contracts, executive info, technology stack, and industry positioning from multiple data sources

2

ChatGPT

Generate personalized sales pitch

Feed Clay research data into ChatGPT with a proven sales template to create customized outreach emails highlighting relevant experience and specific value propositions

3

HubSpot

Send email and schedule sequence

Import the generated pitch into HubSpot, send initial outreach, and automatically enroll prospect in a 5-touch follow-up sequence with personalized messaging

Workflow Flow

Step 1

Clay

Research prospect companies

Step 2

ChatGPT

Generate personalized sales pitch

Step 3

HubSpot

Send email and schedule sequence

Why This Works

Clay provides deep research that would take hours manually, ChatGPT creates personalization at scale, and HubSpot ensures consistent follow-up that most sales reps struggle to maintain.

Best For

B2B sales teams targeting defense contractors and government services companies

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