Top 3 People

So today I'm super excited to show you what I call the top three people template.

So basically when we do some type of people search, a lot of the time you might want to target like one, like maybe one type of function or one type of level in an organization in some type of stack ranked fashion.

For instance, you might want to target leadership first and then directors and then VPs and so on and so forth.

but the problem is of course that this may differ between different companies if they have like how many people they have in leadership, how many VPs they have.

So this can be surprisingly tricky in Clay.

But so here we have an example where we have done a search for job titles.

and we simply search by levels with C suite, vp, director, head or manager.

And in this case we are just searching for the companies, Clay and natm.

And as we can see here we get quite a few results both from Clay and natm.

But so if we scroll over here, what you'll see is that if we can actually apply a score using the score row in Clay, what we do here is that we just select one scoring criteria, we input the job title and we're checking if it includes any of the following keywords and we are assigning them scores accordingly.

Now of course this is a bit of a naive approach where sometimes somebody might have a title like CEO or CPO or cmo and that wouldn't be caught here.

But so what's kind of nice about this is that this would be entirely free to run because it's essentially just regular computation.

It's not using AI.

But so if you want to make sure that you really intelligently catch all variations, or essentially all variations, you might want to use an AI column here and instead tell it exactly what type of job titles you want to to rank and score.

but in this case just to show the logic if you will of how to do this, we are just using a naive approach.

So here we can see again that this scoring gets immediately applied and we get a lead score for these people having different titles.

what we then need to do is really to check who are the top three people in each individual company according to these scores.

So what we're doing here is that we are using a lookup multiple rows in other table A column but it can actually be run on its own table.

So what we're doing is that we're searching this table and checking which company domains equals the domain of this individual row and what this means is that for each row, where there is a Clay employee, we get the results of all those Clay employees in this table.

And similarly so there are 16 from Clay and there are 27 from NHM.

And what we can then do is that we can have a formula column that simply writes out the results here of like each full name and their lead score and order it in the order of their individual lead score.

So that's what we have here.

And what we can then simply do is that we can have another formula column that checks is this person's first name is like is that name in the top three in this array and if they are return true.

So here we have for instance Jess, that is the number one choice here.

But then David appears to be lower down the list in this particular stack rank so that will not be true.

And then any step you want to take after this you can simply for instance if you want to look for their email, you can simply add a run condition to say only run this if they are top three in the company.

Meaning that these other rows don't even get like, they just get run condition not met while you're continuing only with the ones that have that are the top three in the company that you want to target.

so for example here, if we add a sort here for lead score.

we go and we go from high to low.

We should see that again per company.

We can see the top three and then those get ranked.

And then once we get down here to nhn, we will again see the top three in that ranking.

And again if we check these job titles we have some VPs here and some heads here while managers end up lower down on this particular list.

So that's just one example of how you can do this.

Of course it's very easy to change to not score just the top three.

But you could easily change this to top five.

You can change your scoring any way you'd like.

You might want to use AI to really capture all variations of job titles which can vary greatly.

but excited to get this in your hands and see what you build with it.

But until then, thank you so much for watching and see you in the next one.