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Lead Scoring & Qualification Workflows

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8 Skills

Showing 1–8 of 8 skills

Greyson Lampley

Greyson Lampley

Clay

Solutions at Clay

Account/Lead Scoring

Tier inbound leads by fit and engagement before routing

Writes fit and engagement scores plus a tier and reason to each contact's Audiences record.

Lorcan O'Rourke

Lorcan O'Rourke

Clay

Solutions Engineer at Clay

Territory Planning

Plan and carve account territories into balanced rep books

Builds a weighted fit rubric, scores accounts, and proposes rep books pending your CRM approval.

Jonathan Kvarfordt

Jonathan Kvarfordt

Revenue AI Report

GTM and Revenue AI Strategiest at Revenue AI Report

Account Priority Buckets

Decide which target accounts to work this week

Grades accounts on fit, pain, and timing, then drafts a review-ready outreach message.

Shy Rahnama

Shy Rahnama

Redline Growth

Partner at Redline Growth

Score Contacts With Jev

Rank your contact list by role fit and seniority

Builds a callable Clay workflow that scores contacts and keeps account fit separate.

Shy Rahnama

Shy Rahnama

Redline Growth

Partner at Redline Growth

Score Accounts With Jev

When scoring and tiering target accounts against your ICP

Builds a callable Clay workflow that returns a 0-100 score, tier and reasons using Jev's judgment.

Sung Jo

Sung Jo

Clay

SEO/AEO Lead at Clay

Account Tiering Workflow

Score and tier accounts as they enter a segment

Scores accounts on separate rubrics for prospects vs customers, writing tier and priority back.

Davide Grieco

Davide Grieco

Clay

Head of Growth at Clay

Event Follow Up Router

After a webinar, sync registrants and route follow-up

Syncs every registrant's campaign status and routes qualified leads to the right sequence.

Davide Grieco

Davide Grieco

Clay

Head of Growth at Clay

Webinar Followup Router

Segment webinar registrants for personalized follow-up

Routes each registrant to the right sender and drafts attendance-aware follow-up copy.