The problem this solves
Black-box scores get ignored. Useful scores are documented, testable, and stable over time.
Common situations
- You need tiering for TAM or ABM plays.
- Existing scores are untrusted or undocumented.
- Scores must sync to the CRM for routing.
Typical scope
- Scoring model with documented inputs and weights
- Test on historical outcomes where available
- CRM write of scores as discrete fields
- Recalculation schedule
Systems involved
Clay formulas/AI, CRM fields, enrichment data.
Deliverables
- Scoring specification
- Implementation with test evidence
- Documentation of weights and refresh cadence
What we need from you
What “good account” means today, available data, how scores will be used.
Technical considerations
Scores that feed routing should be conservative at first — false positives cost rep trust.
How the request process works
- Submit the project form with your requirements (about 5 minutes).
- The CFE team reviews it and responds with scope and next steps.
- If there is a fit, you get a scoped proposal; if not, an honest referral to a better-fit resource.
Request this service
Describe your project — the form carries this service selection automatically.