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Smart Columns Recipes

TL;DR: Smart Columns are most powerful when stacked. These recipes show common stacks, the columns to use, the order to run them in, and the per-row credit cost.

Smart Columns Recipes

Each recipe is a stack of Smart Columns you can add to a lead list. The columns are listed in the order you should run them — earlier columns often produce data that later columns rely on.

Recipe 1 — Clean a messy import

Goal: Tidy up a CSV import before you start outbound.

OrderColumnCost / rowWhy
1clean_first_name0.1Normalize capitalization, accents, suffixes
2format_phone0.1Convert to E.164
3data_quality_name_check0.5Flag rows with garbage names
4data_quality_domain_check0.5Flag personal / disposable / catch-all domains
5email_validation0.2Re-verify deliverability

Total: ~1.4 credits/row.

After running, filter to data_quality_name_check = ok AND email_validation = reliable and you have a clean working list.

Recipe 2 — Research a target account list

Goal: Build context on every account before SDRs reach out.

OrderColumnCost / rowWhy
1enrich_company0.5Industry, headcount, founded year, social links
2find_competitors0.5Top competitors (useful for differentiation in outreach)
3find_similar_companies0.5Lookalike accounts to add to the list
4website_analysis0.5Summarize positioning, products, ICP signals

Total: 2.0 credits/row.

Layer the optional linkedin_research column (0.5/row) if you want a contact-level summary too.

Recipe 3 — ICP scoring + outreach prep

Goal: Score every lead against your ICP, then draft a personalized opener for the high-fit ones.

OrderColumnCost / rowWhy
1enrich_company0.5Provide context for ICP scoring + email drafting
2icp_fit_analysis0.5Score against your ICP profile (see ICP Profiles)
3Filter: keep only rows with high fitSave credits on the next column
4linkedin_research0.5Personal context for the email
5cold_intro_email3.0Generate the actual opener

Total: 1.0 credits/row for the first pass, +3.5 credits/row on the filtered subset.

The filter step is critical — if you skip it, you'll spend 3 credits per row on the most expensive column for leads you'd never send to anyway.

Recipe 4 — Find more accounts like your best customers

Goal: Expand your TAM by finding lookalikes of your best customers.

OrderColumnCost / rowWhy
1Generate ICP from the list of best customersOne-time setup (see ICP Profiles)
2find_similar_companies0.5Each row produces a list of lookalikes
3Add the lookalikes to a new listUse Add to list action
4enrich_company on the new list0.5Get firmographics
5icp_fit_analysis on the new list0.5Score the lookalikes against your ICP

Total: 1.5 credits/row across the two lists.

Recipe 5 — Tag leads by buying intent

Goal: Sort leads into buckets like "ready to buy", "researching", "not now."

OrderColumnCost / rowWhy
1enrich_company0.5Context
2website_analysis0.5Positioning + recent activity
3custom_classification1.0Bucket into your categories

For step 3, use a custom classification prompt like:

Given the company background and website summary below, classify the buying readiness into one of:
- ready_to_buy
- evaluating
- researching
- not_a_fit

Company: {{company.name}}
Background: {{enrich_company.summary}}
Website: {{website_analysis.summary}}

Total: 2.0 credits/row.

Recipe 6 — Timezone-friendly outreach

Goal: Schedule outreach so it lands during the recipient's working hours.

OrderColumnCost / rowWhy
1contact_timezone0.5Infer timezone from city / state / country
2Sort the list by timezoneNow your SDRs can dial geographically

Total: 0.5 credits/row.

Pair this with a Custom AI column that drafts a time-of-day-appropriate opener if you want to go further.

Recipe 7 — Custom field extraction

Goal: Pull a specific fact from each company that doesn't have a built-in column.

Example: extract the company's CRM (HubSpot, Salesforce, Pipedrive, etc.) from their website.

OrderColumnCost / rowWhy
1website_analysis0.5Get a summary of the website
2custom_ai (prompt to extract CRM)1.0Pull the specific fact

Custom AI prompt:

Based on the website summary below, identify which CRM the company appears to use.
Reply with one of: hubspot, salesforce, pipedrive, zoho, other, unknown.
Only output the value, no explanation.

Website summary: {{website_analysis.summary}}

Total: 1.5 credits/row.

This pattern works for any extracted field — pricing tier, hiring status, tech stack, etc.

Tips that apply to every recipe

  • Filter before expensive columns. The cheapest credits are the ones you don't spend.
  • Re-run failed only. If 30% of rows failed because a third-party API hiccupped, re-run just those rows from the column header menu.
  • Test on a sample first. Right-click → Run on selection → pick 5 rows and see the output before committing.
  • Combine with Action Columns. After scoring with icp_fit_analysis, use an Action Column to push only high-fit rows to your CRM.

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