Lead Qualification Enrichment

Build an enrichment that pre-qualifies a lead.

Website scrape

Scrape the prospects website.

1.1) Start by adding a new list to your workspace.

Choose search people database to pull a new list of leads
Or upload a CSV if you already have the list you want to enrich

1.2) Once you have the lead list you want to enrich, click the "enrich" button in the top right corner.

1.3) Then choose "Website" as the "Type" of enrichment.

1.4) When you have choosen the type, insert the website URL variable under "Website URL Column" from your list.

1.5) Now choose your output column.

Select a pre-made column if you have one
Or add a new column by clicking "Create new column" and give it a name like "Website Scrape"

1.6) Run your enrichment, by clicking "Save" and then "Save and run all rows".

Company Overview Enrichment

Make an AI enrichment.

2.1) Once the enrichment is done, add a new enrichment, by clicking the "enrich" button in the top right corner.

2.2) Then choose "LLM" as the "Type" of enrichment.

2.3) Choose a LLM model.

Choose "GPT-4.1 Mini" for speed
Choose "GPT-4.1 Nano" for cost savings

2.4) Once you have choosen a LLM model, insert the following prompt:

Your sole job is to use all the provided information (CompanyName's description)
to summarize their services, their target ideal customers - so the services they provide
and who they provide it for. Also extract the details about CompanyName's
goals, mission, company values and company statements, that helps me understand who
they are, what they do, who they do it for and what they stand for.

Use only information supported by the text, keep it clear and specific, and translate
to English if needed. Do not add extra words or explanation. If the information cannot
be found, return "❌"

CompanyName's description:
Website scrape

Replace CompanyName and Website Scrape with dynamic variables by pressing "/" on your keyboard.

2.5) Now choose your output column.

Select a pre-made column if you have one
Or add a new column by clicking "Create new column" and give it a name like "Company Overview"

2.6) Run your enrichment, by clicking "Save" and then "Save and run all rows" or "Save and run 10 rows" if you want to test and adjust your output first.

Lead Qualification Enrichment

Make an AI enrichment.

3.1) Once the enrichment is done, add a new enrichment, by clicking the "enrich" button in the top right corner.

3.2) Then choose "LLM" as the "Type" of enrichment.

3.3) Choose a LLM model.

Choose "GPT-4.1 Mini" for speed
Choose "GPT-4.1 Nano" for cost savings

3.4) Once you have choosen a LLM model, insert the following prompt:

From the text provided (CompanyName’s description), determine rather or not CompanyName would
be a qualified lead to offer our services to. Base your determination on our qualification criteria.

Our qualification criteria:
- They provide X services
- They work with X industries
  
Use only information supported by the text, keep it clear and specific, and translate
to English if needed. Do not add extra words or explanation. If the information
cannot be found, return "❌"

Examples of output:
1) If they are qualified return: YES
2) If they are not qualified return: NO

CompanyName’s description:
CompanyOverview

Replace CompanyName and CompanyOverview with dynamic variables by pressing "/" on your keyboard. Remember to insert your specific qualification criteria.

3.5) Now choose your output column.

Select a pre-made column if you have one
Or add a new column by clicking "Create new column" and give it a name like "Lead Qualification"

3.6) Run your enrichment, by clicking "Save" and then "Save and run all rows" or "Save and run 10 rows" if you want to test and adjust your output first.

Add Filtering

Filter out non-qualified leads.

4.1) Add a filter, by clicking on "Filter" in the top left corner and clicking "Add filter".

4.2) Choose your "Lead Qualification" column and then select "Text Contains"

4.3) Now insert "Yes" in the "Value" input field.

4.4) Once the filter is added, you can export you list with all the qualified leads.