How to Filter For ICP Using RB2B and Clay

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All right, so RB to be is obviously a super powerful tool, but sometimes the

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people that visit your website are not people that you actually want to reach

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out to.

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So in this video, I'm going to show you how to automatically qualify and filter

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out the leads that you don't want to reach out to.

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So you only focus on the ones that you do.

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This can be done using a tool called clay, which is directly integratable with

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RB to be.

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And I'm going to show you how to connect the two.

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Then I'm going to show you how to add filters so you can filter out any leads

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that you don't want to reach out to.

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All right, so first what we have to do is go into RB to be and go down to integ

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rations.

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And from there, you'll see that clay is an option.

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Click on clay and it's going to ask you for a webhook URL.

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Of course, we don't have that right now, but an easy way to find that is by

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going to the platform clay itself, clicking Create New in your workspace, then

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clicking Table.

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From there, just scroll down to import data from webhook and new blank table.

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And you can go ahead and once it creates the table, copy the webhook URL that

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it creates and just go ahead and paste it into the RB to be.

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So here's our webhook URL, copy it, go back to RB to be, paste it, and once you

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save it, those website visitors will start streaming automatically into your

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clay table.

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However, I've already done this, of course.

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So I've had it running for a little while and you can see here that I have some

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website visitors streaming into my clay table.

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So what we're going to do is go ahead and start adding some of our filters.

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And of course, I'm just going to make this up.

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You can add whatever filters you'd like using clay's very powerful integrations

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So I figured for this one, the two things I'll look for are whether the person

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is actually a decision maker at the company, so that being manager or above,

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and whether they started their job in the past six months.

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Let's say those are our main qualifiers for that person to be in our ICP that

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we want to reach out to, which is quite easy to do with clay.

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So clay, in essence, is a spreadsheet that has a bunch of different data

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providers connected to it to allow you to find a lot of really great data on

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people and companies.

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So what we have to do first is click add column and let's think about the thing

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that we're looking for first.

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We need to find the start date of the person that visited our website's job in

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order to figure out whether they started their job within the past six months

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or not.

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So to do that, there is an enrichment in clay called enrich person from a

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profile.

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What this one does is it finds all of the LinkedIn data from a person's given

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LinkedIn and outputs it into the table very easily for you.

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So if you click enrich person from profile, we throw in their LinkedIn URL and

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just click run, you'll see slowly that it actually adds all of the person's

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LinkedIn profile data automatically into a clay table.

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So I'm going to let this run and then we can get moving on to the next step.

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All right, so there we go.

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Now when we click on these cells, we can actually find all the person's

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LinkedIn profile data, including their title, the company that they work with,

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et cetera, et cetera.

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The thing we're looking for, again, is the day in which they started their job.

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And if you have used LinkedIn at all, you'll know for a fact that you can find

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that just going into their experience data.

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So we'll go over to their experience, click on that.

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And in order, are there different experiences from most recent to least recent?

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So we will click on the most recent one.

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And here is their start date.

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So we're going to add that as a column into the clay table.

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And now our start date of the person's job is in a column.

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So everything in yourself, how do you programmatically filter out whether they

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started in the last six months or not?

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I mean, that seems a bit complicated.

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Luckily, clay has a really easy way to use plain English to figure this out.

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So all we have to do is click add column and go down to this little formula

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section right here.

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Formula sounds scary, but it really isn't with clay.

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That's because you can use AI to generate a formula that filters out for

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anything you'd like.

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So what I can do is say, check the box if start date is within the past six

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months.

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Generate the formula.

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You'll see that true is the output.

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Anytime it's in the past six months, I will save it.

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And it auto creates a check box for me that figures this out.

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So if I wanted to only check the box for people who have recently started in

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the past six months,

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I could actually just go to filter, go down to recent start date and have is

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checked.

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And only eight of them have actually started their job in the past six months.

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All right, so we're actually going to use AI for this next filter, which is

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figuring out

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whether this person's job title is managerial or above.

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As you can probably imagine, it's requiring some relatively high level thinking

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to determine whether the job title is managerial or above.

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You can't use a formula.

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You can't really use any sort of data provider.

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But luckily, clay has open AI that can do this for us.

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So essentially, their open AI integrations are like using chat GPT, but at

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scale, which makes it really easy

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to prompt chat GPT instead of having to do it for each person in your list.

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So all we're going to do is type in chat GPT.

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You can see generate text, which is what we're looking for.

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And it's asking you for a prompt just like chat GPT would.

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And the clay system is really cool because it allows you to use full columns to

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prompt chat GPT,

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which allows you to do it for each single row, but have a different output

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regardless.

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So what I'm going to say is classify whether this person's job

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is managerial or above.

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This can be C-suite, founder, anything that is manager or higher on the

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organizational hierarchy.

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Print just yes or no, depending on what you find.

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Yes, if it is managerial or above, and no, if it isn't, your output should be

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one answer or one word, I should say.

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Here is their job title.

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And you'll see here, I can actually put the entire job title column in here,

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and it will run separately for each one.

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So I can do a true or false.

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As our answer formatting, click save, and we will run all of the rows in this

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view, and we will figure out whether these people are the job titles we're

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looking for or not.

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All right, and it seems like most of the people who are in this list are

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managerial or above.

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And if we go and actually check this manually, head of product, principal,

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director, SVP, COO, all four of those are checked, but associate is not checked

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So it seems like TatiPT did a great job, and it auto created a checkbox for me,

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so I don't have to really do anything.

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So now we can see how many people are in my ICP based on this information.

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So we can go and see if recent start date is checked, and whether managerial

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position response is also checked.

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And we have six people in our ICP that have actually been worth reaching out to

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It seems based on the ICP that I made up, completely made up, false, and I just

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created it.

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So that is how you filter your site visitors based on certain criteria, and you

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can only reach out to them based on that criteria using those filters.

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I hope this was helpful, and feel free to reach out if you have any questions.