Power Searching By Context

Clay can be helpful to you in a variety of contexts. Here are a few examples of how you can search depending on which context you are in:

While traveling:

Key & Peele - Continental Breakfast

You just hopped off the plane and are already thinking of devouring your continental breakfast.

  • Use Explore to search in advance for anyone you’d like to connect with at your new destination
  • Search for any areas or top sights and things you’re interested in doing your visit, and Clay will connect you with a member who will have recommendations
  • Reconnect or follow up with anyone you met, and add them as a Clay contact

At conferences or networking events:

  • Use Explore to search in advance for anyone you’d like to connect with at your event
  • Add new Clay contacts with the people you meet
  • Input any useful business card information directly in their Clay profiles
  • Make note of any companies or organizations you are interested in, and add them to their corresponding profiles

After a meetup or virtual happy hour:

  • Use Explore to search in advance for anyone you’d like to connect with at your meetup
  • Add new Clay contacts with the people you meet
  • Reconnect or follow up with interesting personal or professional contacts

After a coffee chat or serendipitous encounter:

  • Use Explore to search in advance for common interests, hobbies, or similarities in background
  • Add new Clay contacts with the people you meet
  • Reconnect or follow up to grow the relationship or learn more

In a workshop or personal enrichment setting:

  • Make note of anything you learn that helps further your goals
  • Add new Clay contacts with the facilitator or fellow attendees you meet
  • Reconnect or follow up with anyone you’d like to stay in touch with

In professional meetings:

Including, but not limited to:

  • Information sharing (coffee chat, 1:1)
  • Status updates (mentor meeting, follow-up, 1:1)
  • Decision making (cross-team collaboration)
  • Problem solving (brainstorming chat)
  • Innovation (creative chat)

Keep track of:

  • Important points that were made in meetings and who made them
  • Summarizing what was said at specific events
  • Action items for you once the meeting is over

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