Enrich people and companies data with Stackby AI

Why enrich with Stackby AI

• Unified workspace: link people, companies, technologies, and signals so research outputs flow directly into CRM and campaigns.

• AI + integrations: augment firmographics, technographics, recent news, and roles without manual hunting; keep data fresh with scheduled runs.

• Personalization fuel: richer profiles enable segmentation, prioritization, and dynamic messaging that converts.

Core data model

• People: name, title, seniority, department, email, LinkedIn URL, location, responsibilities.

• Companies: domain, industry, headcount, revenue band, HQ, regions, funding stage, ICP fit.

• Tech stack and signals: key tools in use, hiring velocity, press mentions, website claims, pricing model.

• Research fields (AI): one‑line summary, key initiatives, objection themes, value hypotheses, recent highlights.

Getting started

1. Copy an enrichment template

Start with a leads and company enrichment template to preconfigure tables, links, and essential fields; map existing columns (email, domain, title) to ensure clean merges.

2. Set up enrichment prompts

Add AI fields to generate focused outputs:

• Company snapshot: “In ≤60 words, summarize what {Company} does, target customers, and notable proof (from site/news).”

• Role context: “From {Title} and {Department}, infer responsibilities and top 3 KPIs for this role.”

• Signals: “From {Website content} and {News}, extract 3 buying signals (initiatives, tools, expansion) with a one‑line rationale.”

• Value hypothesis: “Given {ICP fit} and {Tech}, draft a one‑liner on why {Product} helps, in plain language.”

3. Bring external data in

Use enrichment workflows or integrations to pull:

• Firmographics: industry, headcount, locations.

• Technographics: key software/services in use.

• Social/news context: founder quotes, funding, partnerships, recent launches.
  Normalize into single‑selects and linked tables for reporting and filters.

Best‑practice prompts and patterns

• One‑line company summary

  • “Summarize {Company} in ≤22 words: what it does, who it serves, and one credibility cue. No jargon.”

• Persona responsibilities

  • “Based on {Title} in {Department}, list 3 core responsibilities and 3 measurable KPIs.”

• Differentiated opener

  • “Given {Company summary} and {Signals}, write a 2‑sentence opener referencing a recent initiative and a plausible outcome {Product} improves.”

• Competitive context

  • “From {News/Website}, extract top 2 competing approaches mentioned; list potential objections.”

Guardrails:

• Keep outputs concise and structured (bullets, fixed word caps).

• Ground prompts in fields (title, domain, tech) for accuracy; avoid free‑form web summaries without anchors.

• Maintain a glossary of product terms and banned phrases for brand consistency.

Automations that save hours

• On a new person/company: detect missing fields (title, domain, industry), run AI summaries and ICP fit scoring, and flag incomplete records.

• Weekly refresh: re‑enrich high‑priority accounts for news and hiring signals; update “Last researched” and log changes.

• Route by fit: if ICP fit = High and seniority ≥ Director, create a task with value hypothesis and recent highlights attached.

• Data hygiene: dedupe on email/domain, standardize titles to seniority bands, and validate locations/industries against controlled vocabularies.

Dashboards and views

• Research queue: “Needs enrichment,” “Low confidence outputs,” “No LinkedIn/domain.”

• TAM and prioritization: counts by industry, size, region; ICP fit vs activity heatmap.

• Signal board: accounts with new hires, funding, tool adoption, or press mentions in the last 30 days.

Quality and compliance

• Human‑in‑the‑loop: reviewers verify titles, companies, and summaries; capture corrections to improve prompts and glossary.

• Provenance: store source URLs or notes for key facts; timestamp enrichment runs for auditability.

• Privacy and consent: respect applicable regulations when handling personal data; avoid scraping restricted sources.

Try it now

• Import 50 companies (domain, industry guess) and 100 people (name, title, email).

• Add AI fields for Company summary, Role KPIs, Signals, and Value hypothesis; run on a “Needs enrichment” view.

• Enable two automations: (1) On create, fill ICP fit and summaries; (2) Weekly, refresh top 25 accounts and post new signals to a channel with record links.