The Runbook
S01E03 · May 14, 2025 · 13 min · Hosted by Simran Chotrani

The Playbook You Want To Automate Lead Gen: AI + Clay + Multi-Channel Outreach

In this episode of AI RevOps, Sandeep Bansal breaks down the foundational system behind a fully automated lead generation engine—designed to drive pipeline from cold or anonymous traffic using AI, Cla

The Playbook You Want To Automate Lead Gen: AI + Clay + Multi-Channel Outreach
13 min

In this episode of AI RevOps, Sandeep Bansal breaks down the foundational system behind a fully automated lead generation engine—designed to drive pipeline from cold or anonymous traffic using AI, Clay, and multi-channel tools like LinkedIn and email.

This is Step 1 of RevOps done right: a tactical walkthrough of how to combine identity resolution, data enrichment, OpenAI personalization, and intent-based signals to craft outreach that feels custom—but runs at scale.

You’ll learn:

  • Why lead gen is the true first domino in RevOps

  • The core tools: Clay, RB2B, OpenAI, Zapier/Make, LaGrowth Machine, Instantly, and more

  • Cold outreach logic: from LinkedIn connection strategies to voice notes with 11Labs

  • How to personalize messaging without sounding creepy

  • What to do when no visitor identity data is available (Series A/B targeting, job changes, funding signals, PR, etc.)

  • Email & LinkedIn message frameworks, swipeable structures, and engagement cadences

  • The exact decision tree for building your outbound funnel inside Clay

Whether you're a growth leader, founder, or RevOps strategist, this session maps out a high-leverage system that’s working right now—and we’ll be going even deeper in the next episode with real swipe files and live builds inside Clay.

👉 Tune in to build smarter, faster, AI-first pipelines—starting from scratch.

Every episode comes with a written breakdown in The Weekly.