https://www.loom.com/share/1b4bfcffce0840278b5e426628e7b069?sid=b2d4ad79-b0ed-4c04-b74c-2e82489cb65c

Overview

This document outlines the process of defining an Ideal Customer Profile (ICP) and mapping relevant properties to HubSpot, ensuring effective data management and customer targeting.

ICP Definition & Property Mapping Process

• Start by understanding the ideal customer characteristics and pain points
• Map important data points to HubSpot properties (company object, contact object, custom objects)
• Use a comprehensive field mapping sheet to define:
  • Property types and names
  • Output values in HubSpot
  • Overwrite rules
  • Enrichment sources and methods

Step-by-Step Implementation

1. Identify business problems and goals (e.g., lead routing, customer qualification)
2. Define required properties and data points
3. Set up property mapping with specific output values
4. Establish enrichment rules and frequencies
5. Implement enrichment solutions (Native Clay enrichment providers, AI, custom APIs, web scraping, etc.)
6. Validate accuracy with sample data sets

Critical Success Factor

<aside> Proper ICP and property mapping is fundamental to the entire enrichment project. Approximately 50-60% of project time should be dedicated to this initial planning phase.

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