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Guides
How agencies standardize discovery, enrichment, and handoff across client accounts without losing ICP nuance.
Short answer
Agencies win when every strategist runs the same discover → enrich → score → review → export path inside separate Eryx projects—one per client ICP—with comparable monthly reports.
Client A lives in a strategist's Notion doc. Client B is a shared Google Sheet. Client C is whatever the newest hire exported last Friday. QA becomes subjective, margins shrink, and clients cannot compare month-over-month list quality.
A repeatable workflow does not mean identical ICPs—it means identical steps, fields, and scoring outputs so leadership can audit any account in minutes.
Create one Eryx project per client with ICP instructions, disqualifiers, and scoring weights tuned to their offer. Clone the project when you launch a new vertical for the same client instead of rebuilding from scratch.
Runs stay inside the project boundary, so strategists cannot accidentally mix Client A leads into Client B exports. Monthly handoffs include score reasons strategists can paste into client decks.
Agency clients rarely want raw CSV dumps—they want proof you pursued the right accounts. Export ranked cohorts with fit summaries, note which ICP version produced the list, and tie results to the campaign brief.
Over time, build a library of winning project templates by vertical. New strategists onboard faster, and sales can scope outbound retainers with realistic run volumes.
Discover, enrich, score, and export B2B leads in one workspace—so outreach starts after qualification, not before.