SOP 01UniversalBeginner13 steps

Make a messy list outbound ready

Take a messy or scraped list and finish with scored, tiered, outbound ready contacts carrying validated emails and a personalised first line.

Verified against the live platform

2 steps rest on platform behaviour that has not been decisively probed. Everything else was checked live.

Where the list comes from

Whatever you already have. A CSV, a scrape, an export somebody handed you. Normalisation is step three for a reason.

The steps

  1. 1

    Orient

    Confirm the inputs, compute the expected cost, and tell the user what the run will do before anything spends a credit.

  2. 2

    Import

    Bring Your Own List (FREE) for CSV, or the matching CRM import (HubSpot / Salesforce / Zoho / Attio / Breakcold, 0.05c), CRM imports keep a durable record ID for write-back, so prefer them when the data came from a CRM.

  3. 3

    Normalize company names

    Clean Company Names (0.1c), strips Ltd, Inc, LLC, GmbH. Gate: spot-check 10 rows; suffixes gone, names not truncated.

  4. 4

    Standardize job titles

    Workaround

    Clean Job Titles (0.1c), removes company suffixes, fixes casing. no seniority/department classifier for imported rows.

  5. 5

    Deduplicate

    Remove duplicate rows in one pass, before any paid enrichment runs.

  6. 6

    Resolve domains and company firmographics

    These can run in parallel, because each reads only the original imported columns. Where a company LinkedIn URL exists, try Get Website from LinkedIn first (0.1c if result, ten times cheaper). Where the domain is still missing, run Official Website Finder (1c).

  7. 7

    Contact enrichment

    Personal Linkedin (0.25c if result) from full name and company. Full LinkedIn Profile Details (2c if result), only for rows that will survive to outreach. Consider deferring until after the step 10 score.

  8. 8

    Professional email 5 credits/record

    5 credits per record

    Credit check first. Surviving rows × 5 must fit the balance. State the number to the user before running.

  9. 9

    Validate and clean emails

    0.1 credits per row

    Validate Email (0.1c, charged on run, so an UNKNOWN costs the same as a DELIVERABLE). It returns DELIVERABLE, CATCH_ALL, UNDELIVERABLE or UNKNOWN. Catch-all domains accept any address, so they are not treated as verified.

  10. 10

    ICP score

    Scoring Agent (FREE), evaluates companies against custom criteria with reasoning. Feed it the ICP rules you set out at the start plus the step 6 firmographics.

  11. 11

    Personalized first line

    Cold Email Opener (1c), takes an upstream research summary as its sole source, so give it the step 6 description plus any signal column. Optionally Cold Email CTA (1c) and Cold Email Sequence Writer (0.5c/result).

  12. 12

    Tier

    Tier Classification (1c) or, cheaper, free filter groups over the step 10 score.

  13. 13

    Export

    Before any export or push, filter to the rows you are keeping, on Email Validation Status.

Where the run should stop

  • Deduplicate in one pass before any paid enrichment.
  • Professional email lookup is the expensive step. It runs after dedup and after domain resolution, never before.
  • Validation and cleaning run before scoring, so you never score a row you cannot contact.

What you should end up with

A tiered list where every retained row has a resolved domain, firmographics, a validated email, an ICP score and a first line written from real signal.