Table of Contents
Loom Video Questions (Pick 3)
- Walk me through your enrichment stack. Why did you choose these specific data providers in this order?
- Show me an AI prompt in your workflow used to personalize messaging. If a data point is missing for a contact, how would you modify the prompt to create a compelling email anyway?
- Show me the part of this workflow you're least confident about. What would you change if you rebuilt it today?
- Walk me through your segmentation logic. Pick two different segments and show me how the copy varies depending on the personalizations used.
- What criteria must be met before an email can go out? Show me your checks for ensuring good, readable email copy.
- If I asked you to add one more enrichment right now to make these emails more relevant, what would you add and why?
- What is a feature or Clay capability you wish existed but doesn't? How are you working around its absence?
- Show me the connection between your Find Companies and Find People tables. What columns link them together?
Introduction
This rubric is designed to evaluate Clay table submissions for the Automated Outbound certification. It provides a structured framework for assessing the quality, effectiveness, and implementation of best practices in Clay tables used for outbound campaigns.
Use this rubric as a guide for your table ahead of time - and make sure you feel like the workbook you’re submitting meets the standards listed here!
Understanding Clay Tables for Outbound
Clay tables for outbound campaigns represent the intersection of data enrichment, personalization, and automated outreach. These tables leverage Clay's platform capabilities to:
- Collect and enrich lead data from multiple sources
- Segment leads based on relevant criteria