- Fit: qualified, review or exclude
- Evidence: a source for every yes
- Unknown is not no; required unknowns go to review
What you need
- A Clay workspace; AI and web research columns use Clay credits on most plans
- Optional data provider credits if you add paid enrichment
- The sample files in the kit for the dry run, or your own list in the same columns for live research
What is inside
- Setup guide with an offline dry run before any live research
- Sample accounts on placeholder domains, sample evidence and the expected outputs
- Company and contact research prompts that cite sources and mark unknowns
How to use it
Dry run on the sample
Work the six sample rows by hand with the supplied evidence and compare against expected-output.csv.
Prepare your own list
Make an excluded working copy: remove opted-out contacts and current customers, keep one contact per row, and research each company once.
Run live research
Add the prompt as a column on your list, read the sourced results, and sort into qualified, review and exclude.
