Your advertising technique could also be caught in 2025.
When you’re rigorously crafting segment-based campaigns, your rivals may be deploying AI brokers that know precisely when your prospects are prepared to purchase — generally even earlier than they do.
“Advertising based mostly on segments is turning into outdated,” says Alex Lindahl, go-to-market (GTM) engineer at Clay. On this unique dialog, he challenges standard advertising knowledge and introduces a revolutionary method that is producing 45% reply charges on chilly outreach. He additionally reveals how AI orchestration is reworking buyer engagement from a scheduled broadcast into an clever dialog.
As somebody deeply concerned in advancing these advertising frontiers, Alex can be set to share his insights and hands-on methods throughout an upcoming workshop on the AI in Motion roadshow in Atlanta in June 2025.
This is not simply one other AI suppose piece — it is a sensible roadmap for creating what Clay calls “Go-to-Market Alpha,” the aggressive edge that comes from continuous experimentation and adaptation.
This interview is a part of G2’s Q&A collection. For extra content material like this, subscribe to G2 Tea, a e-newsletter with SaaS-y information and leisure.
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Contained in the business with Alex Lindahl
Many entrepreneurs are drowning in information however nonetheless combating actionable insights. In your expertise working with Clay’s shoppers, how does an AI-first method basically change the best way entrepreneurs ought to take into consideration their buyer information?
When fascinated about information utilization, it is essential to think about the various kinds of information which might be on the market. We have now structured information, present in databases, CRMs, and product utilization metrics. Then there’s unstructured information scattered throughout the net within the type of weblog posts, job postings, monetary reviews, and numerous different sources. So it’s essential to acknowledge that every firm has a novel very best buyer profile (ICP) and distinct personas that require particular information units. So the hot button is determining the place you possibly can supply that information, each internally and externally.
With the arrival of AI, we will now deploy brokers to collect unstructured information from across the net, analyze it successfully, extract significant insights, and develop actionable suggestions. The true energy comes from bringing these two parts collectively and mixing numerous information sources with AI capabilities to speed up understanding and resolution making.
Traditionally, information utilization has largely been guide, typically restricted to primary segmentation for strategic choices. However right now, we will apply AI throughout completely different elements of the GTM funnel and enterprise processes to dramatically enhance how we collect info, analyze patterns, and take motion based mostly on complete information insights.
Provided that the hole between producing insights and truly implementing them is a continuing problem in advertising, what frameworks do you advocate for organizations to show AI-generated insights into concrete enterprise actions systematically? Are there particular instruments or processes that you have seen work notably effectively?
Yeah completely. We consider Clay as a system of motion. So inside Clay, you possibly can have completely different columns powered by AI or information sources, and AI can analyze and construction this information successfully. For example, for those who’re concentrating on a VP of Advertising, AI can align the correct case examine or weblog put up particularly for that particular person. The hot button is making use of AI in a structured approach throughout completely different workflow sorts.
AI brokers additionally come into play right here. Traditionally, ICP personas, and advertising and gross sales performs have existed individually and not using a cohesive timing ingredient connecting them. What I am now calling “very best buyer indicators” defines particular indicators that reveal potential enterprise alternatives or challenges the place your product can present worth. This method strikes us away from conventional segments towards signal-based engagement.
And so I got here up with this framework referred to as “DRIVE” that buildings this method.
D – Detect: Establish the sign and decide tips on how to detect it and the way continuously to seek for it.
R – Assessment: Analyze what the sign implies. You possibly can leverage AI right here — for instance, if an organization is hiring DevOps engineers, AI may also help conclude that they are scaling their engineering workforce. This evaluation helps decide whether or not the sign warrants motion.
I – Establish: Uncover challenges the corporate might face in reaching its objectives. AI excels right here when skilled by yourself information, weblog posts, case research, and their outcomes.
V – Worth: Align your resolution’s worth to the precise state of affairs the corporate is experiencing.
E – Execute: Take applicable motion based mostly on the sign.
The perfect implementation entails always-on indicators continuously monitoring outlined account lists. This lets you goal particular accounts exactly when related indicators emerge, indicating well timed alternatives for engagement.
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Many entrepreneurs are experiencing “immediate fatigue” from regularly refining their AI directions. What frameworks or approaches do you advocate for creating extra sustainable, reusable immediate methods?
I personally discover immediate engineering extremely enjoyable and highly effective. Particularly as a non-technical particular person, as a result of now principally everybody’s turning into an engineer. You should use platforms like Lovable to even immediate your option to creating an software. However within the GTM world, there are tons of prompts you can create, tons of prompts you can motion.
So, how do you go from simply taking a immediate and refining it over time?
There are a number of approaches to create repeatability along with your prompts. One methodology is growing a customized GPT by embedding your refined immediate right into a specialised mannequin, enriching it with contextual supplies and studying assets. This creates a reusable software that persistently generates advertising belongings or offers aggressive evaluation with out requiring you to recreate the immediate every time.
One other implementation technique entails AI brokers. At Clay, we make the most of an AI agent that executes customized prompts for analysis functions. For example, you would possibly direct the agent to find out whether or not a selected firm has a procuring cart on its web site. The agent will go to the positioning, analyze it, and return with a definitive reply or related rationalization.
The true energy comes from making use of this functionality throughout a number of accounts — whether or not tons of, 1000’s, and even tons of of 1000’s — permitting you to scale your immediate’s performance effectively.
The third method integrates these prompts instantly into operational workflows. Think about a easy instance: When an inbound lead arrives, you might apply a immediate to categorize the particular person’s title based mostly on seniority or job perform. A subsequent layer would possibly then advocate probably the most applicable case examine to ship them. This creates a sequence the place AI interventions result in progressively higher information or motion outputs.
The method requires some preliminary funding in creating, refining, and testing your prompts. Nevertheless, as soon as optimized, you possibly can deploy them via customized GPTs, AI brokers, or workflow integrations the place they’re going to perform constantly inside their designated context. This eliminates the tedious cycle of repeatedly copying and pasting prompts into ChatGPT, which shortly turns into exhausting.
Your “Construct the Prompts & Motion the Insights” session within the “AI in Motion Roadshow” guarantees to assist entrepreneurs rethink their present method. What transformation do you sometimes see in entrepreneurs’ considering from the start to the tip of this workshop?
I believe what lots of people are realizing is that advertising based mostly on segments is turning into outdated. The brand new method is utilizing indicators to align the correct advertising or gross sales play to your ICP or persona. So, we’re seeing a shift in considering — indicators at the moment are taking priority over segments.
Slightly than creating standard campaigns the place you would possibly ship one message this week and a special one two weeks later with maybe a number of variations, we’re now focusing extra on listening to the market, accounts, or people. This enables us to use actions or ship advertising messages exactly after they’re most definitely to resonate with the recipient. That is one of many key insights individuals sometimes take away from our workshop.
One other realization is that immediate engineering, whereas sounding advanced or intimidating, is definitely fairly accessible. You solely want to know some fundamentals to enhance your prompts over time. You possibly can start with a primary immediate and easily ask AI tips on how to improve it or what parts may be lacking. This back-and-forth dialogue with the AI helps refine your immediate based mostly on its suggestions, and you may incorporate these ideas and even have the AI rewrite the immediate totally for you.
You simply must ask the correct questions and take into consideration what the output is that you really want, so you possibly can articulate that clearly to AI. And maybe probably the most important takeaway is discovering how simply you possibly can create a customized GPT, apply your refined immediate, and use it persistently to make that immediate repeatable.
This additionally accompanies the broader notion that everybody is basically turning into an engineer right now. You possibly can create purposes, construct merchandise, present AI directions, and develop AI brokers — capabilities that weren’t beforehand accessible to non-technical individuals.
It is thrilling that people with out technical backgrounds can now carry out extra technical features by leveraging AI, making the complete course of not simply productive however gratifying as effectively.
Alex Lindahl
GTM Engineer at Clay
Your workshop covers “AI orchestrations.” May you clarify how this idea particularly applies to advertising workflows and supply an instance of how this has improved marketing campaign efficiency?
So, loads of the orchestrating of AI brokers could be completed via a number of approaches. In Clay, it is fairly easy — you arrange a column that applies your AI agent directions repeatedly throughout an account checklist. Alternatively, you might deploy an ambient agent that screens for particular indicators or implement a chat agent that engages with clients to qualify leads.
One among my favourite examples entails configuring a customized sign to trace sure key phrases on LinkedIn. When these key phrases seem in posts, each the content material and poster are routinely imported into Clay. The system then makes use of AI to investigate the particular person’s title, persona, and message content material. Based mostly on this evaluation — notably specializing in persona and title — it determines whether or not to proceed with message creation or take no motion.
The subsequent section entails AI analyzing the put up and finishing a easy template like, “I simply noticed your put up on [blank].” with AI filling in that clean area. This creates a customized snippet you can incorporate into your outreach. From there, an automation can set off both a connection request, a LinkedIn message, or an e-mail to that particular person.
For this specific marketing campaign, I really noticed a exceptional 45% reply fee, which is completely insane by business requirements. This success stems from incorporating timing parts and just-in-time messaging by utilizing the detected sign to find out the optimum second for outreach. In fact, we’re leveraging AI to filter prospects and guarantee we’re connecting with the suitable seniority ranges.
As you possibly can see, this method considerably boosts the general marketing campaign effectiveness as a result of it is extra personalised, well timed, and basically extra related to what that particular person is considering or experiencing in that particular second.
For individuals who acknowledge the potential of an AI-first method however work in conventional organizations, what sensible recommendation would you give to somebody who needs to champion these strategies inside their workforce however faces institutional inertia or skepticism from management?
I’d say first develop some stage of consolation and information round AI itself. Take a process you consider might be automated and experiment with instruments like ChatGPT or a customized GPT to streamline it. This preliminary step focuses on bettering your personal productiveness whereas gaining worthwhile prompting expertise and understanding what’s potential and what is not.
By means of this course of, you will naturally change into extra environment friendly and develop shortcuts for particular duties, similar to changing name transcripts into follow-up emails. This hands-on expertise builds your basis in immediate engineering.
Subsequent, establish a mission inside your workforce the place you possibly can create a immediate that is going to assist speed up that mission and transfer it ahead. And thru that, you are going to begin to expose your teammates to prompting and AI, and so they’ll in all probability be fairly shocked. As soon as you have established this foothold, decide tips on how to combine AI into your workforce’s common operations — their every day or weekly workflows. This gradual enlargement demonstrates worth at more and more broader ranges: first private productiveness, then mission acceleration, and eventually, team-wide implementation.
These progressive successes present the proof wanted to construct a compelling enterprise case. Now you can make knowledgeable suggestions based mostly on demonstrated outcomes: “We have efficiently utilized this at particular person, mission, and workforce ranges. Let’s scale this method to different departments to realize related return-on-investment (ROI), productiveness good points, and efficiencies.”
If readers might take away only one perception from this text, what would you need them to recollect?
I’d say an important takeaways are actually two issues. First, have enjoyable with AI as a result of AI exploration could be genuinely gratifying. Second, experiment with your personal use instances and inside your organization’s GTM technique.
At Clay, we have developed this idea of “Go-to-Market Alpha,” which is basically discovering methods to do issues in a different way to realize aggressive benefits. You possibly can’t uncover these benefits with out experimenting. Some experiments will not present ROI, however via this course of, you will uncover approaches that work remarkably effectively.
The outdated playbooks aren’t working as a result of we have stopped experimenting. We have to regularly experiment to search out that new playbook, that new wedge, that new ‘Go-to-Market Alpha’.
Alex Lindahl
GTM Engineer at Clay
So preserve experimenting each personally and along with your workforce and firm. You will begin to uncover completely different pockets of “alpha” — aggressive benefits that profit each you and your group.
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Edited by Supanna Das