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 two 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

    Follow the numbered detail in the skill file. This step is mechanical and its exact tool ids are resolved at run time.

  6. 6

    Resolve domains and company firmographics

    Run in parallel (all read original imported columns, so primer 6b permits it): Official Website Finder (1c) where domain is missing; Get Website from LinkedIn (0.1c if a company LinkedIn URL exists, try this first, it is 10× cheaper).

  7. 7

    Contact enrichment

    Personal LinkedIn (linkedin_finder, 0.25c if result) from full name + company. Full LinkedIn Profile Details (2c if result), only for rows that will survive to outreach. Consider deferring until after Step 9 scoring.

  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 credits

    Validate Email (validate_email_abstractapi, 1c charged on run, not on.

  10. 10

    ICP score

    Scoring Agent (FREE), evaluates companies against custom criteria with reasoning. Feed it the ICP rules from preconditions plus the Step 5 firmographics.

  11. 11

    Personalized first line

    Cold Email Opener (1c), takes an upstream research summary as its sole source, so give it the Step 5 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 9 score.

  13. 13

    Export

    Apply the keep-filter before any export or push: 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.