Table of Contents

Introduction

This rubric is designed to evaluate Clay table submissions for the Automated Inbound certification. It provides a structured framework for assessing the quality, effectiveness, and implementation of best practices in Clay tables used for outbound campaigns.

Use this rubric as a guide for your table ahead of time - and make sure you feel like the workbook you’re submitting meets the standards listed here!

Understanding Clay Tables for Inbound

Clay tables for inbound workflows represent the intersection of data enrichment, lead qualification, personalized outreach, and system integration. These tables leverage Clay's platform capabilities to:

1. Collect and enrich inbound lead data from multiple sources
2. Segment leads based on relevant criteria
3. Qualify and score leads based on relevant criteria
4. Implement conditional logic to handle various data scenarios
5. Integrate with CRM systems to push enriched lead data back to systems of record
6. Generate personalized outreach content using AI and data points
7. Integrate with external tools like email sequencers

The Inbound certification validates a user's ability to create Clay tables that effectively accomplish these tasks while implementing best practices and innovative approaches.

How to Use This Rubric

Evaluation Steps