Simple Methods to Identify Senior Decision Makers in a Company

Pablo · 2025-02-26 18:38:40.857456+00

I already asked this once but can someone explain in a simple way how to extract 2-3 senior decisionmakers at a company in a simple way? Seems to be way more complicated than it should be

Simple Methods to Identify Senior Decision Makers in a Company | Clay

9 comments

· Sorted by Oldest

Pablo
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any update on this Bo (.?
Bo (.
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Hey Pablo!
If you have a list with multiple contacts of the same company and you only want to extract 23, you can use this method to give a number to each values of the same companies, once that's done you can use the table filters to filter out the results over 23.
See method: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7
Formula: {{Unique ID}}?({{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())> -1?{{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())+1:2):2
Let me know if you need any help implementing this!
Pablo
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what if I want to select the top 3 senior decisionmakers only amongst those 23?
Pablo
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Like i want to select 3 people from each company with the most senior position
Bo (.
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In that case, the best approach would be to score the rowsor enrich the data to get more details about each person’s seniority. Then, you can sort and select the top three decision-makers per company. If you share the table URL, I’d be happy to guide you through the setup! 😊
Pablo
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https://app.clay.com/workspaces/319158/workbooks/wb_J7PVBNwe3ESz/tables/t_YKUbEVBDmsqR/views/gv_Sq8T8kE9SMxE
Pablo
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let me know if you can access it!
Owen C.
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Hey Pablo, thanks for reaching out. Makes total sense and while the task is straightforward theres also a level of complexity because we're not sure by what criteria you're using to select three candidates. As in what does "top 3 senior decision makers" mean? by tenure? by age or experience? Regardless, if you're not too picky we could simply default to the first three that appear using a formula such as what's highlighted in this video. This formula indexes all of the people found and allows us to filter for the first three found. Another option would be enriching these people a bit further to address the question mentioned above. We could narrow this list down a bit more using specific enrichments like looking for keywords in their bio or headline, or previous experiences.
Let me know your thoughts here, happy to help brainstorm. :)
Pablo
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Thanks Owen C.

Pablo
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any update on this Bo (.?
Bo (.
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·
Hey Pablo!
If you have a list with multiple contacts of the same company and you only want to extract 23, you can use this method to give a number to each values of the same companies, once that's done you can use the table filters to filter out the results over 23.
See method: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7
Formula: {{Unique ID}}?({{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())> -1?{{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())+1:2):2
Let me know if you need any help implementing this!
Pablo
·
·
what if I want to select the top 3 senior decisionmakers only amongst those 23?
Pablo
·
·
Like i want to select 3 people from each company with the most senior position
Bo (.
·
·
In that case, the best approach would be to score the rowsor enrich the data to get more details about each person’s seniority. Then, you can sort and select the top three decision-makers per company. If you share the table URL, I’d be happy to guide you through the setup! 😊
Pablo
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·
https://app.clay.com/workspaces/319158/workbooks/wb_J7PVBNwe3ESz/tables/t_YKUbEVBDmsqR/views/gv_Sq8T8kE9SMxE
Pablo
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·
let me know if you can access it!
Owen C.
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Hey Pablo, thanks for reaching out. Makes total sense and while the task is straightforward theres also a level of complexity because we're not sure by what criteria you're using to select three candidates. As in what does "top 3 senior decision makers" mean? by tenure? by age or experience? Regardless, if you're not too picky we could simply default to the first three that appear using a formula such as what's highlighted in this video. This formula indexes all of the people found and allows us to filter for the first three found. Another option would be enriching these people a bit further to address the question mentioned above. We could narrow this list down a bit more using specific enrichments like looking for keywords in their bio or headline, or previous experiences.
Let me know your thoughts here, happy to help brainstorm. :)
Pablo
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Thanks Owen C.