Lesson 6 of 7

Lesson 2.3.6

Check for companies you already have, before you pay for them

5 min readIntermediate

What this costs

Free, and it is the cheapest credit saving in the product.

Before you start

More than one project in your workspace.

After a few months your workspace already holds most of your market. Sourcing a new list and enriching it flat means paying again for companies whose contacts are sitting in a project from March, and double touching people who already heard from you.

  1. 1

    Run the existing company check on a freshly sourced list

    Before any enrichment. It tells you which rows are new and which already exist elsewhere in your workspace.

  2. 2

    Split the list in two

    New companies go through the full enrichment stack. Known companies get their existing data brought across instead.

  3. 3

    Treat a known company as a signal, not a duplicate

    A company appearing again in a new source has done something. Worth a look before you discard the row.

  4. 4

    Suppress anyone already in a campaign

    Contacting the same person from two lists is worse than not contacting them at all. Suppression before spend is covered further in course 3.1.

The Kuration private database setup screen, with a company view and a people view and their required fields
The private database is the workspace level answer to this. One database with a company view and a people view, which every new list can then be checked against instead of you remembering which project holds what.

Check yourself

0 of 2 answered

1.When should you check a new list against companies you already have?

2.A company in your new list already exists in another project. What is the best reading?

Answer all 2, then open See the whole workflow as a flowchart 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.