Validating SaaS Leads: AI Analysis for Interest Scoring
@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.
Begin by visiting the company’s official website using the provided domain {{Company Domain}}.
- 2.
Review the content on their homepage, services, products, and any available "About Us" or "Company Profile" pages.
- 3.
Check any available online press releases, product listings, or service descriptions.
- 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.
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.
Reference business directories or SaaS industry-specific sites like Crunchbase, PitchBook, GetLatka, if necessary, to confirm the business model.
- 7.
If conflicting information is found, cross-check with reliable business news or reports.
- 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.
Visit the company’s official website using the provided domain {{Company Domain}}.
- 2.
Analyze their SEO description, homepage, and service offerings to assess their size, target market, and growth stage.
- 3.
Check their LinkedIn company profile to determine their customer base, employee roles, and departments.
- 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.
- 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.
- 6.
Cross-reference additional sources like business directories (e.g., Crunchbase, PitchBook) or industry reports to confirm company size, funding stage, and customer base.
- 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!