Clay Icon
Join the Community
01 Community General

Validating SaaS Leads: AI Analysis for Interest Scoring

Avatar of Onno H.Onno H.
·
·

@clay Experts I am trying to validate SaaS leads I scraped from Crunchbase. 1. I run a AI Enrichment which should determin whether or not the company is actually a SaaS with a subscription model or not. 2. I want the Lead scored from 1 - 10 how interested they will be in my service. I am getting nonsense from the AI. How would you approach this task. Here are the 2 AI Prompts I am using: Determine SaaS or not SaaS: CONTEXT You are tasked with determining whether a company, based on its description or online presence, operates as a Software-as-a-Service (SaaS) business. A SaaS company provides software over the internet and offers it to customers through a subscription model instead of a one-time purchase. OBJECTIVE Identify whether the company associated with the domain {{Company Domain}} is a SaaS company. Your answer must be one of the following:

  • True → The company is a SaaS business.

  • False → The company is not a SaaS business.

  • Unclear → There is not enough information to make a definitive decision.

#INSTRUCTIONS#

  1. 1.

    Begin by visiting the company’s official website using the provided domain {{Company Domain}}.

  2. 2.

    Review the content on their homepage, services, products, and any available "About Us" or "Company Profile" pages.

  3. 3.

    Check any available online press releases, product listings, or service descriptions.

  4. 4.

    Look for keywords such as "Pay-as-you-go", "Cloud-based", "Subscription", "Annual / Monthly", "Web app" / "Online platform", or "API integration", which indicate a SaaS model.

  5. 5.

    Look for keywords such as "Marketplace", "Agency", "Consulting", "Advisory", "Software development", "Custom software", "One-time purchase", "Lifetime license", "On-premise", "Download", "Installation required", or "Custom solution", which suggest that the company does not operate as a SaaS business.

  6. 6.

    Reference business directories or SaaS industry-specific sites like Crunchbase, PitchBook, GetLatka, if necessary, to confirm the business model.

  7. 7.

    If conflicting information is found, cross-check with reliable business news or reports.

  8. 8.

    Conclude your analysis with one of the following options: "SaaS", "Not SaaS", or "Unclear", based on the gathered information.

#EXAMPLES#

  • True: A company offers a cloud-based CRM software with a monthly subscription.

  • False: A company sells one-time licenses for locally installed software.

  • Unclear: The website does not provide sufficient information about the business model or software delivery.

Score Lead: CONTEXT You are tasked with evaluating how likely a company is to be interested in a service that helps recover lost customers and increase retention of existing customers. This service is specifically designed to help subscription-based businesses (e.g., SaaS, membership models) win back churned customers, reduce cancellations, and maximize revenue from their existing user base. The company’s level of interest will be rated on a scale from 1 to 10, where 1 means very unlikely and 10 means highly likely. OBJECTIVE Analyze the company (Company Name) associated with the domain {{Company Domain}} and assign a score from 1 to 10 based on how relevant a customer win-back and retention optimization service would be for them. #INSTRUCTIONS#

  1. 1.

    Visit the company’s official website using the provided domain {{Company Domain}}.

  2. 2.

    Analyze their SEO description, homepage, and service offerings to assess their size, target market, and growth stage.

  3. 3.

    Check their LinkedIn company profile to determine their customer base, employee roles, and departments.

  4. 4.

    Identify factors that suggest low interest, such as:

  • Newly launched startups: If the company is very young (e.g., launched within the last 6 months), they are likely focused on acquiring new customers rather than recovering lost ones.

  • Enterprise-focused businesses: If the company serves only a few large enterprise clients with dedicated account managers, churn is likely less of a concern.

  • Consulting firms, agencies, or service providers: These businesses often do not have a churn problem like SaaS companies do.

  1. 5.

    Identify factors that suggest high interest, such as:

  • Having a pricing page showing dedicated prices for monthly or annual plans.

  • Recently funded companies: A validated business model.

  • More than 3 employees: A sign of an operational company, likely with a growing customer base.

  1. 6.

    Cross-reference additional sources like business directories (e.g., Crunchbase, PitchBook) or industry reports to confirm company size, funding stage, and customer base.

  2. 7.

    Assign a score from 1 to 10 based on how likely the company is to be interested in a service that helps recover lost customers and increase retention:

  • 1 = Very unlikely

  • 10 = Highly likely

#EXAMPLES#

  • Score 10: A well-established or growing company with a lot of active of users.

  • Score 7: A mid-sized, growing company with a mix of self-serve and enterprise customers.

  • Score 5: A newly launched startup with a small team.

  • Score: 1: A company that primarily serves a small amount of enterprise clients.

Thanks for helping out!

0 comments