Who this is for: self-serve plans (Free, Starter, Pro, Scale). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different — see the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Each recipe stacks one or more list actions and agents on a lead list. Filter first so you only spend credits on the rows that matter. Every recipe here needs Starter or above, and all are included on every AppSumo tier.
Agent recipes
Each recipe adds one or more columns to a lead list. Filter the list first so you only spend credits on the rows you care about.
Recipe 1 — Qualify a fresh list
Goal: Decide which leads are worth working before SDRs touch them.
Requires: A completed Organization Profile · Starter+ · every AppSumo tier
| Step | Column / action | Credits / row | Why |
|---|---|---|---|
| 1 | Complete your Organization Profile on the Agents page | Free | Qualification scores every lead against it |
| 2 | Qualification agent | 5 | Fit score, verdict, and reasons, with an automatic CRM presence check |
| 3 | Filter to verdict = qualified and not-in-CRM rows | — | Your net-new, on-profile working list |
The CRM presence check is built into Qualification, so you don't need a separate step to spot contacts you already own.
Fill in excluded personas and the geographic exclude lists on the Profile tab first. A lead caught by an exclusion is disqualified without a model call.
Recipe 2 — Research target accounts before outreach
Goal: Build context on every account so reps open with something relevant.
Requires: Starter+ · every AppSumo tier
| Step | Column / action | Credits | Why |
|---|---|---|---|
| 1 | Enrich Company action on the Companies sheet | 1 per company | Firmographics (industry, headcount, revenue) for each account |
| 2 | Research agent, scope = Company | 3 per row | Positioning, signals, funding, hiring, and a readable brief per account |
Use scope Both (5 credits per row) instead of Company-only if you also want a contact-level brief on each person.
Enrich Company is a bulk action, not a column you add per row. Open the list, switch to the Companies sheet, open the Actions drawer, and run it from the Enrich tab.
Recipe 3 — Qualify, then research only the winners
Goal: Spend the expensive Research budget only on leads worth pursuing.
Requires: Starter+ · every AppSumo tier
| Step | Column / action | Credits / row | Why |
|---|---|---|---|
| 1 | Qualification agent | 5 | Score the whole list |
| 2 | Filter to verdict = qualified | — | Drop the leads you'd never work |
| 3 | Research agent (scope Both) on the subset | 5 | Deep brief on just the keepers |
The filter step is the whole point — it keeps the 5-credit Research runs off leads you'd never send to anyway. On a 1,000-row list where 15% qualify, this costs 5,750 credits instead of 10,000.
Recipe 4 — Validate email and phone data
Goal: Flag bad contact data before enriching or pushing to a CRM.
Requires: Starter+ · every AppSumo tier
| Step | Column | Credits / row | Why |
|---|---|---|---|
| 1 | Email Validation | 0.5 | Returns deliverable, undeliverable, risky, or unknown via Emailable |
| 2 | Phone Validation | 0.5 | Returns status, line type (mobile / landline / VoIP), and carrier via ClearoutPhone |
| 3 | Filter to deliverable | — | Work only the rows with clean contact data |
Recipe 5 — Extract a custom field from each lead
Goal: Pull a specific fact that no built-in column returns, for example which CRM a company appears to use.
Requires: Starter+ · every AppSumo tier
| Step | Column | Credits / row | Why |
|---|---|---|---|
| 1 | Custom agent with your own prompt | 3 (prompt ≤500 tokens) · 5 (above) | Returns whatever your prompt asks for |
Example prompt, using the correct display-label syntax:
Identify which CRM /Company Name (/Company Domain) appears to use,
based on what you can determine about the company.
Reply with exactly one of: hubspot, salesforce, pipedrive, zoho, other, unknown.
Output only the value, no explanation.Reference fields with a slash plus the display label: /Company Name, /Company Domain, /Job Title, /Email. Snake_case like /company_name does not match — it resolves to an empty string, silently, and the run still costs full price. {{ }} tokens do not resolve on Custom agents either. Test on 5 rows and read the output before scaling.
Custom agents have no web access. They see only the lead, prospect, and company data already on the row, so they cannot look up a fact that isn't there. If the answer requires the live web, use the Research agent instead.
Want this reusable across lists? Save it as a named Custom Agent from the Agents page. Only admins can create and edit them.
Related
- List actions — the per-row columns and their costs
- Agents — Research, Qualification, and Custom
- Using Cleanlist agents — step-by-step setup
- Action Columns — push rows to CRMs and sequencers after enrichment
- Credit pricing