Enrichment guide

Use a consistent process to qualify and verify a lead before outreach.

Lead enrichment checklist

Identify the buyer

Record the company, website and contact’s current role. Note a buying signal such as sales hiring, a founder still running demos or a handoff problem.

Check the channel

Verify the exact work email with your verification service or direct confirmation. Record the checked address, date and report reference. Leave catch-all or uncertain results inconclusive.

Review fit and permission

Use the acceptance scorecard for offer, fulfillment, sponsor and risk. Record permission separately. An address can be verified while campaign permission is still unconfirmed.

Move into outreach

Save the account with Verified selected. It will appear under Verified leads. Campaigns also require opt-in evidence and exclude suppressed contacts.