Table of Contents
Loom Video Questions (Pick 3)
- Explain your lead scoring/qualification criteria. Why these specific thresholds?
- Walk me through the moment a lead becomes ready to export to external tools like a CRM? What data validations must happen beforehand?
- If you had to add one more lead disqualification rule right now, what would it be and why?
- Show me how you're routing leads to the right rep/team. What's the logic? What happens if the routing criteria aren't met?
- Walk through your enrichment logic for inbound leads. Why did you choose these specifically? What downstream decisions depend on them?
- How are you handling duplicate form submissions?
- Show me the notification or alert that fires when a high-priority lead comes in. How do you define "high-priority"?
- If you rebuilt this from scratch tomorrow, what would you do differently?
- What is a feature or Clay capability you wish existed but doesn't? How are you working around its absence?
- Show me how your multiple tables connect together to form one cohesive workflow.
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: