Playbooks

Audit enrichment coverage and provider ROI

Measure what you actually know vs. what you think you know.

Steps

Export CRM data. Full contact and account field export.
Measure coverage. Per-field: populated rate, validation status, source provider.
Provider comparison. Coverage, accuracy, and cost per provider per field.
Identify gaps. Fields below minimum coverage floor.
Recommend waterfall. Optimized provider order based on ROI data.

Coverage dashboard live. Enrichment budget allocated by provider ROI.