In this video walkthrough, we demonstrate how we've built a sophisticated, customized fit scoring system for our CRM using Clay and Attio. You'll see how we've automated the process of evaluating potential client accounts using multiple weighted criteria including:
We show how the system automatically triggers when new accounts are created, using webhooks to gather and analyze company data through Clay's enrichment tools and Claygent. The video covers how we've structured the analysis into modular components, each producing a score out of 10, making it easy to modify criteria as business needs evolve.
What makes this system particularly valuable is its thorough research and assessment pipeline - each attribute is evaluated through multiple steps including data enrichment, AI-powered research, and structured scoring. We also demonstrate how the system generates detailed company overviews that provide context for the numerical scores, helping make informed decisions about potential clients.
Whether you're looking to automate your lead qualification process or build a more sophisticated CRM workflow, this walkthrough provides a practical example of how to combine modern tools to create a customized solution for your business.