Lead data enrichment review

Workflow design — not yet built

Fill agreed gaps in an existing lead while keeping sources, conflicts, and spend decisions visible.

The workflow

Buyer problem: Enrichment can overwrite first-party facts or trigger more lookups without resolving a source conflict.
Intended users: Sales operations teams reviewing the quality of existing lead records.
Inputs: Fictional first-party lead records, approved target fields, mock provider responses, per-field sources, and a proposed spend cap.
Intended steps: Validate the supplied lead identity and target fields.
Check the mock budget before a proposed lookup.
Merge permitted values while retaining sources and conflicts.
Preview sufficient, partial, conflicting, or pending-review results.
Intended output: An intended field-change preview showing what is known, where it came from, and what remains unresolved.
Human review: A sales operator checks disputed facts and approves any destination change. Provider errors need retry or review rather than automatic paid fallback.
Limitations: Provider plans, billed credits, rate limits, evidence freshness, shared budget reservation, and CRM writeback are pending. Mock costs do not demonstrate savings or verified contact details.