Phi Consulting
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Brand Mention Signal Capture

This workflow watches LinkedIn for posts mentioning your brand, enriches everyone who engages, filters for ICP fit, scores them by intent strength, and routes qualified leads into tiered outbound.

OutcomeConverts brand awareness into qualified pipeline by operationalizing social listening as an always-on lead source.

OperationalTime to value: 2 to 3 weeks5 tools

How it flows

How it flows.

Source
Brand keywords
Process
Capture posts
Channel
Post alert
Process
Track engagement
Store
Likes
Store
Comments
Store
Reposts
Process
Data routing
Process
Company enrichment
Process
Contact enrichment
Agent
AI qualification
Output
Disqualified
Process
Lead scoring
Output
Tier 1 high-touch
Output
Tier 2/3 automated
Channel
Executive email
Channel
AE LinkedIn
Channel
Email nurture
Channel
LinkedIn nurture
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    Build it, step by step

    Build it, step by step.

    1. 01

      Define brand keyword list

      Build a list of your company name, product names, common misspellings, and variations. These become the monitoring trigger.

      • Company name (exact and common abbreviations)
      • Product or feature names
      • Variations and frequent misspellings
      • Feed this list into Clay's LinkedIn post monitoring

    2. 02

      Capture LinkedIn posts mentioning keywords

      Clay monitors LinkedIn for any post containing your keywords and logs the URL, author profile, and timestamp. Each mention gets pushed to Slack for visibility.

      • Post URL captured
      • Author LinkedIn profile extracted
      • Timestamp recorded
      • Post URL sent to dedicated Slack channel for team awareness

    3. 03

      Track all engagement on each post

      For every captured post, Clay pulls the full engagement layer: who liked, who commented, who reposted. These are your warm signals.

      • Likes (profile list)
      • Comments (author profiles)
      • Reposts (profile list)
      • All three stored in separate Clay tables

    4. 04

      Enrich company and contact attributes

      Run each engaged profile through Clay enrichment to pull firmographic and contact data. This powers ICP filtering and scoring.

      • Company: industry, size, geography, funding status
      • Contact: role, seniority, department
      • Store enriched data in three Clay tables (connections, impressions, engagement)

    5. 05

      Qualify against ICP using AI

      ChatGPT or Clay AI evaluates each contact for company fit, role relevance, and existing customer status. Disqualified contacts exit here.

      • Company fit (size, vertical, geo)
      • Role relevance (decision-maker or influencer)
      • Existing customer check (de-dupe)
      • Binary output: qualified or disqualified

    6. 06

      Score qualified leads into tiers

      Assign a numeric score based on engagement type, frequency, and company fit. Segment into Tier 1 (high), Tier 2 (medium), Tier 3 (low).

      • Engagement type: comment > repost > like
      • Frequency: repeat engager scores higher
      • Company fit: tighter ICP match scores higher
      • Tier 1: best fit, highest intent
      • Tier 2: medium fit or lower intent
      • Tier 3: weak fit or single low-signal touch

    7. 07

      Route Tier 1 leads to high-touch outbound

      Tier 1 leads trigger personalized outreach from executive or AE profiles across email and LinkedIn, plus Slack alerts to the team.

      • Email sequence from C-level profile (Instantly)
      • LinkedIn connection and message from AE (HeyReach)
      • Additional LinkedIn touches from SDR or supporting profiles (HeyReach)
      • Slack alert to sales team with context

    8. 08

      Route Tier 2 and Tier 3 to automated sequences

      Lower-tier leads enter standard nurture sequences on email and LinkedIn with lighter personalization and longer cadence.

      • Email nurture sequence (Instantly)
      • LinkedIn nurture sequence (HeyReach)
      • No manual alerts; fully automated follow-up

    The stack

    The stack.

    Related workflows

    Related workflows.

    Revenue WorkflowVisitor De-AnonymizationCaptures anonymous website traffic, unmasks company and contact data, scores fit, and triggers tiered outbound motion based on intent strength.
    Revenue WorkflowTarget Account Build and ScorePull closed deal data from your CRM, backtest to define your real ICP, build and score a broad TAM, then orchestrate outbound and signal tracking that pushes qualified accounts back into pipeline.
    Revenue WorkflowSignal ActivationThis workflow ingests intent signals from CRM, product, review sites, partner networks, technographic feeds, and social channels. It cleans, scores, and routes them into your CRM and activation tools so reps act on qualified opportunities fast.

    Talk to us: Want this workflow run for you?

    We wire it into your stack, then run it.

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