Manual Enrichment Guide

Manual enrichment allows you to quickly enrich individual contacts by entering their information directly. Perfect for quick lookups, small batches, or enriching specific high-value prospects.

Overview

Best for:

• Single contact enrichment
• Quick lookups during sales calls
• High-value prospect research
• Small batches (1-20 contacts)
• Testing enrichment before bulk upload

Credits:

• Email: 1 credit per successful enrichment
• Phone: 10 credits per successful enrichment
• No charge for failed enrichments

Step-by-Step Guide

1. Access Manual Enrichment

1. Navigate to Manual Enrichment from the dashboard
2. Or click Enrich → Manual from the top menu

2. Enter Lead Information

Required fields (minimum one):

• First Name
• Last Name
• Company Name

Optional fields (improve match rates):

• Job Title
• Location (City, State, Country)
• LinkedIn URL
• Company Domain
• Email (for phone enrichment only)
• Phone (for email enrichment only)

Tips for best results:

• More information = better match rates
• LinkedIn URL gives highest accuracy
• Full names work better than nicknames
• Include middle initials if known

3. Select Enrichment Type

Choose what to find:

Email Only (1 credit)

• Find and verify business email
• Fastest and most affordable
• ~80% success rate

Phone Only (10 credits)

• Find direct dial or mobile number
• Includes carrier and line type info
• ~50% success rate

Both Email and Phone (11 credits)

• Complete contact information
• Best for sales outreach
• Recommended for key prospects

4. Choose Lead List

Add to existing list:

• Select from dropdown (recently created shown first)
• Lead added to list after enrichment
• Duplicate checking applied

Create new list:

• Enter list name
• Optionally add description
• List created with this lead

Don't save to list:

• View results only
• Not saved for later
• Good for quick lookups

5. Click "Enrich"

Processing:

• Takes 2-5 seconds on average
• Real-time status updates
• Credits deducted only if successful

6. View Results

Success:

✓ Email found: john.doe@acme.com
✓ Phone found: +1 (555) 123-4567
✓ Credits used: 11

Additional data:
- Email validation: Valid, deliverable
- Phone type: Mobile
- Phone carrier: Verizon

Partial success:

✓ Email found: john.doe@acme.com
✗ Phone not found

Credits used: 1 (email only)

Failed:

✗ Could not find contact information

Credits used: 0
Suggestions:
- Verify name spelling
- Check company name
- Add LinkedIn URL
- Try with more details

Advanced Features

LinkedIn URL Enrichment

Best practice: Include LinkedIn profile URL for highest accuracy

How to find LinkedIn URLs:

1. Search on LinkedIn
2. Copy profile URL from browser
3. Paste into Cleanlist.ai
4. Get 90%+ match rate

Supported formats:

• https://www.linkedin.com/in/johndoe/
• linkedin.com/in/johndoe
• https://linkedin.com/in/johndoe

Quick Batch Entry

Enrich multiple contacts quickly:

1. Enter first contact information
2. Click "Enrich"
3. While processing, form clears for next entry
4. Results appear in background
5. Continue entering next contact
6. All saved to the same list

Validation Mode

Already have an email or phone? Validate it:

Email validation:

• Enter email in the email field
• Leave enrichment checkboxes empty
• Click "Validate"
• Get deliverability score (minimal cost)

Phone validation:

• Enter phone in phone field
• Click "Validate"
• Get line type and carrier info

Use Cases

Use Case 1: Sales Call Preparation

Scenario: Calling a prospect, need direct contact info

Workflow:

1. Open manual enrichment
2. Enter prospect name + company (from LinkedIn)
3. Include LinkedIn URL
4. Select "Both Email and Phone"
5. Choose existing list: "Q4 Outreach"
6. Enrich
7. Copy phone number for immediate call
8. Email saved for follow-up sequence

Time: <1 minute Cost: 11 credits

Use Case 2: Executive Research

Scenario: Need to reach a specific VP at target account

Workflow:

1. Find VP on LinkedIn
2. Copy profile URL
3. Open manual enrichment
4. Paste LinkedIn URL
5. Enrich with email + phone
6. Save to "Enterprise Targets" list
7. Use Smart Agents for additional research

Time: <2 minutes Cost: 11 credits

Use Case 3: Quick Lookup During Meeting

Scenario: Meeting attendee asks for contact info

Workflow:

1. Enter name + company
2. Select "Email only" for speed
3. Don't save to list (one-time lookup)
4. Share contact info immediately

Time: <30 seconds Cost: 1 credit

Use Case 4: Testing Before Bulk Upload

Scenario: Want to test data quality before bulk enriching 1000 leads

Workflow:

1. Select 5-10 representative leads from CSV
2. Manually enrich each one
3. Review accuracy and match rate
4. If satisfied, proceed with bulk upload
5. If not, improve data quality first

Time: 5-10 minutes Cost: 55-110 credits (saves money vs. bad bulk upload)

Best Practices

Input Data Quality

1. Use full legal names: ✅ "Michael Johnson" ❌ "Mike Johnson" (may work, but lower accuracy)

2. Accurate company names: ✅ "Acme Corporation" or "Acme Corp" ❌ "ACME" (too generic)

3. Include location for common names: ✅ "John Smith, Acme Corp, San Francisco" ❌ "John Smith, Acme Corp" (many matches)

4. LinkedIn URL is gold:

   • Always use when available
   • Provides definitive identity
   • Enables Smart Agents

Cost Efficiency

1. Email-first strategy:

   • Start with email only (1 credit)
   • Add phone later if needed
   • Saves credits on low-priority leads

2. Batch similar lookups:

   • Research all contacts from one company together
   • Add to same lead list
   • Easier to manage and export

3. Don't re-enrich:

   • Check if contact already in your lists
   • Use search function first
   • Update existing records instead

Workflow Optimization

1. Keep form open in tab:

   • Quick access during research
   • Copy-paste from LinkedIn
   • Add to running list

2. Use keyboard shortcuts:

   • Tab between fields
   • Enter to submit
   • Start typing next lead while previous processes

3. Organize into lists:

   • Create lists by campaign/project
   • Makes export and CRM sync easier
   • Better tracking of enrichment ROI

Enrichment Tips by Industry

Technology/SaaS

Best fields:

• LinkedIn URL (engineers/tech workers very active)
• Company domain
• Job title (specific role targeting)

Expected rates:

• Email: 80-85%
• Phone: 55-65%

Healthcare

Best fields:

• Full credentials (MD, RN, etc.)
• Facility/hospital name
• Department

Expected rates:

• Email: 70-75%
• Phone: 40-50%

Financial Services

Best fields:

• Company name (specific institution)
• Title with certifications (CFA, CFP)
• Branch/office location

Expected rates:

• Email: 75-80%
• Phone: 45-55%

Retail/E-commerce

Best fields:

• Store location (for local contacts)
• Corporate vs. store role
• Brand/chain name

Expected rates:

• Email: 65-75%
• Phone: 35-45%

Troubleshooting

Low Success Rates

Problem: Consistently failing to find contacts

Solutions:

1. Add more input fields
2. Verify spelling and accuracy
3. Try including LinkedIn URL
4. Check if contacts are public-facing
5. Some industries have lower rates (government, education)

Wrong Person Returned

Problem: Enrichment found wrong contact

Causes:

• Common name without enough context
• Company has multiple people with same name
• Job title or location not specific enough

Solutions:

• Add location information
• Include job title
• Use LinkedIn URL (eliminates ambiguity)
• Add middle initial if known

Form Errors

Problem: Can't submit enrichment

Check:

• At least one required field filled
• Valid format for LinkedIn URLs
• Company name not empty
• Lead list selected or created

Keyboard Shortcuts

Speed up manual enrichment with shortcuts:

Learn More

• Learn about bulk enrichment
• Use Smart Agents for deeper insights
• Export and manage your data
• Understand waterfall enrichment