Lesson 4 of 5

Lesson 3.1.4

Choose the right research depth for the job

6 min readAdvanced

What this costs

This is the lesson about what determines cost, so read it before scheduling anything.

Before you start

Course 2.1.

Deeper research costs more and is not always better. On an automated workflow that runs weekly, the depth you choose is multiplied by every cycle for the life of the list, which makes it the highest leverage setting you will touch.

How to choose, whatever the tiers are called

SituationDepthWhy
Qualifying pass on a wide, unfiltered listShallowest availableYou are cutting, not deciding. Precision here is wasted
Deciding whether to spend on an expensive columnMiddleNeeds to be right, does not need to be exhaustive
A claim that will appear in an emailDeepestBeing wrong in front of a prospect costs more than the credits
A weekly automated refresh on a growing listShallowest that still worksThe cost is multiplied by every future cycle

Test the shallow tier first. On many qualifying questions it agrees with the deep tier on the great majority of rows, and the disagreements cluster in cases you would want a human to look at anyway.

Check yourself

0 of 2 answered

1.On a weekly automated refresh, which depth should you default to?

2.How do you decide whether the cheap tier is good enough?

Answer all 2, then open Build a database that keeps itself up to date to tick this lesson off.

This lesson is written and complete. Its screen recording is still to come, and the written walkthrough is designed to stand on its own without one.