A Repeatable Workflow for Client Campaigns
The agency needed different audiences for different campaigns without repeating the same manual data preparation every time. We created a cleaner research, verification and delivery workflow.
Delivered for Aardvark
At a glance
- Industry
- Marketing & Agencies
- Scope
- 480,000 qualified prospects
- Engagement
- 3 months
01The challenge
What the client was actually up against
The starting point
The agency worked with different campaign briefs and different target audiences.
One campaign might require founders. Another might require marketing leaders. Another could focus on commercial, growth or operations contacts.
The agency could handle the campaigns, but prospect data preparation repeatedly created the same manual work. Across a three month engagement the team needed 480,000 qualified prospects in total, and wanted every delivery prepared in a consistent structure that fitted the campaign workflow.
02The approach
The sequence we actually worked through
Project focus
Recurring prospect research, qualification, enrichment, verification, segmentation and campaign data operations
Scope of work
- Campaign targeting
- Prospect research
- Company qualification
- Contact enrichment
- Verification
- Segmentation
- Final QA
How we solved it
7 stages, in order
- 01
We started with the campaign brief and translated it into clear company and contact requirements.
- 02
Companies were researched and qualified first.
- 03
Our team then identified the people whose current responsibilities matched the campaign.
- 04
Business contact information was enriched and verified.
- 05
Duplicate and inconsistent records were cleaned.
- 06
The final data was structured consistently while preserving the segmentation required for that specific campaign.
- 07
This created a workflow that could be repeated for future audiences without assuming every campaign should use the same targeting criteria.
03The result
What the client received
Scope delivered
480,000
qualified prospects
Engagement
3
months
The dataset
Across the engagement the agency received 480,000 qualified prospects, prepared brief by brief rather than as a single batch.
- Each delivery included qualified companies, relevant contacts, verified business email information, consistent data fields and campaign specific segmentation.
- The format carried from one campaign to the next, so the data could be loaded without being rebuilt each time.
What changed in the data
Before
- Different preparation process for each campaign
- Repeated manual research
- Inconsistent fields
- Extra cleanup before campaign use
After
- Clear targeting criteria
- Qualified prospects
- Verified contact information
- Consistent data structure
- Repeatable research and QA workflow
04The impact
What it changed day to day
Result
Across the three month engagement, Prospectal delivered 480,000 qualified prospects against changing campaign requirements.
The audience was not static. Target companies, roles and segments changed according to each brief.
The value of the workflow was that the agency did not have to rebuild its data preparation process every time the targeting changed.
Prospectal handled the research, qualification, enrichment, verification, formatting and QA while keeping the delivery structure consistent from one campaign to the next.
In the client’s words
Every campaign used to mean starting the data preparation from scratch. Now we hand over the brief and get back data that is already structured and ready to load in. The audience changes each time, but the quality and format finally stay consistent.
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