https://www.loom.com/share/13a6e35a800e4419a8249cfc3538b84b?sid=01eedc30-8d05-4ac2-a3d5-4bf3f160f4f5

The Importance of Pre-Planning Your Enrichments

When working with data enrichment in Clay, careful planning before implementation is crucial for success. This pre-planning phase helps create clear pathways for execution and ensures more accurate, reliable results.

Step-by-Step Enrichment Design Process

1. Map Your ICP Properties: First, identify and document all the key properties you need to enrich for your Ideal Customer Profile (ICP).
2. Evaluate Integration Methods: Consider the various ways to gather this information:
   • Native Clay integrations with credits
   • AI web scraping using Claygent
   • Custom APIs
   • Advanced scraping tools like Appify
3. Assess Property Importance: For each property, evaluate:
   • How critical is this information to your operations?
   • How frequently do you need this data?
   • What level of accuracy is required?
4. Consider Cost-Benefit Balance: Weigh the importance of each property against the cost of enrichment to determine the appropriate level of investment.

Real-World Example: Company Type Enrichment

Using the example of determining company type (B2B vs B2C), here's how a well-designed enrichment flow might look:

• Basic Flow: Start with a company summary and AI prompt
• Enhanced Inputs: Add multiple data points:
  • Scrape and analyze customer base information
  • Evaluate specific services offered
  • Analyze product/service characteristics
• Final Analysis: Combine all inputs into a final prompt for increased accuracy in B2B/B2C determination

This structured approach not only improves accuracy but also makes it easier to implement and maintain enrichments, especially when working with a team.