Before you start
Make sure you have:
Access to Ora and your own Clay account
A list of existing customers or clear ICP criteria
A target region and industry focus
Step 1: Create a lookalike company list
Start with your best-fit customers, and build a lookalike account list in Clay.
Extract domains from a customer list using ChatGPT or a spreadsheet
In Clay, use the Find Companies source and input your domain list
Apply filters for:
Company size (ex: 2–10 employees)
Location (ex: United States)
Industry (match your customer segments)
Step 2: Exclude customers and current opportunities
Avoid reaching out to people already in your world.
Use Lookup Record to match domains against Salesforce or HubSpot
Match on fields like domain, account name, or website
Use OR logic to catch data inconsistencies
(If you’re building this for a client, upload their customer list as an exclusion table)
Step 3: Enrich company-level data
Make sure each company is a fit, before finding contacts.
Use Clay AI to verify:
Is the company B2B?
Does it match your target industry?
Is it a competitor to Ora?
Use Web Research prompts for validation
Tip: stick to Clay's “collegiate” model to avoid unnecessary credit usage
Step 4: Qualify accounts before pulling contacts
Filter to find companies worth contacting.
Use a formula like:
If B2B = true AND Industry match = true AND Competitor = false → ✅
Step 5: Find founders or decision-makers
Use Clay’s contact enrichment tools:
Start with Find Contacts at Company
Filter by title = “Founder”
If no match, use Clay AI:
“Visit this website and return the founder’s full name and LinkedIn.”
Optionally run a secondary enrichment step to confirm title and email
Step 6: Enrich and validate emails
Make sure emails are safe to send.
Move your contact list into a new table
Enrich emails with ZeroBounce, LeadMagic, or another trusted provider
Only include contacts marked “safe to send”
Turn on Require Validation Success in Clay to skip invalids automatically
Step 7: Upload to Ora
Export your final contact list as a CSV
Head to https://dashboard.lavender.ai/app/ora and upload your list
Ensure your email column is named email to ensure a successful upload to Ora.
