Improving Company Data and Finding Contacts: Seeking Community Input
Real-world scenario: Boss hands you a list of 244 companies that may or may not be using our competitor. Only company names. John, do you think Clay could get us data on these? Me: "Yes"... Here's what I did and where I could use the groups help (please):
Took his "Intel" (list of 244 company names) and used Claude 4.5 to go out and find the company domains (done in like 2 minutes). THEY WERE GOING TO OUTSOURCE THIS PIECE!
Created a .csv with Company Name and Domain and imported into Clay
Clay automatically added in some company data like company LinkedURL (many missing)
Used HubSpot Lookup object to see if any of these accounts are already clients of ours (located 16 existing client company records)
Ran Find People at these companies with some Senior Level filters (attached), and using some logic, enriched the contacts that were not already clients (work email/mobile phone).
Exported the CSV but now I've got a total of 20 companies with tons of contacts at those companies. That means I was unable to find people at 208 companies from the list (after removing the existing clients). While I understand not every company will have people meeting the Senior level, this looks bad.
Here's what I think I did wrong:
I should have enriched the company data before running find People. I went back into the master list and found many more company LinkedIn URL's.
Questions for the community:
Are there other company enrichments that I should be pulling in to improve my "Find People" results?
Did I miss a step somewhere?
Are my filters for the Find People the cause?
Lastly, if there is a "fix", how do I properly go about only finding people that I haven't already found in another workbook (I'm about 1500 credits deep right now). I believe the answer has to do with using filters but pulling from other workbooks?
Happy to review videos/how-to's to get through this. Or if someone wants to hop on a call and walk through it, that would be lovely.