Multi-Source Enrichment Waterfall (Delivery)

Multi-Source Enrichment Waterfall (Delivery)

1. 01

   Define the target record fields and acceptable confidence thresholds before enrichment begins

   Agree with the client on which fields (phone, title, technographics) matter and set minimum match scores per field so downstream scoring stays predictable.

2. 02

   Run a deduplication and hygiene pass on the source CRM data

   Remove duplicates and correct malformed entries so enrichment spend is not wasted on records that will be discarded later.

3. 03

   Configure a waterfall that queries multiple providers in priority order

   Start with the most accurate source for each field type, then fall through to secondary providers only when the primary returns no match, as seen in platforms like Clay or Cleanlist.

4. 04

   Apply field-level validation rules to every enriched record

   Check email format, phone number plausibility, and title consistency against the client's ICP before the record enters the active pipeline.

5. 05

   Log enrichment source and timestamp for each field on every record

   Maintain an audit trail so the agency can trace any stale or incorrect data back to its origin and justify refresh cycles to the client.

6. 06

   Sample-test 5% of enriched records manually each week

   Spot-check a random subset against LinkedIn or company websites to catch systematic provider errors before they inflate campaign metrics.

7. 07

   Push the enriched dataset to the client's CRM or automation tool

   Sync via native integrations or CSV export, then verify field mapping and record counts to confirm nothing was dropped in transit.