1. Define a useful result
Choose a workflow and its API:- Replace a provider: compare what you keep, gain, or lose across your usual records.
- Fill gaps: test records your current provider leaves unresolved. This measures additional coverage, not the match rate across your whole database.
- Build a new workflow: check whether the fields support the action you want to take.
2. Use a representative sample
Use authorized inputs from your real workflow, including common and difficult records. Cover your target countries, roles, and company sizes. Review professional and personal emails separately, along with different identifiers and previously unresolved records. Compare providers using the same inputs and criteria. Record settings and dates, and report unsupported inputs separately. Looking up known people and discovering people through search are different tests; use the path you plan to build.3. Review identity before counting fields
Check identity first. A complete profile for the wrong person is still a wrong match, even if its email is deliverable.
Keep recent, independent evidence and its review date. Your CRM or current provider can be outdated too; disagreement alone does not show which result is wrong.
4. Measure the fields you will use
For one-person or one-company lookups, divide inputs with a correct, useful result by all attempted inputs. For field coverage, divide inputs with the right entity and a usable value for that field by all attempted inputs. Count each input once. For search, measure the share of returned records that meet your criteria. For account prospecting, also measure target accounts with at least one useful contact divided by all target accounts. Keep contact and account counts separate. Show counts alongside percentages and split results by input type and segment. Freshness depends on the fact: the employer may be right while the title is outdated. A working mailbox does not prove current employment. Request timestamps describe processing, not when each fact was verified. Compare verification status meanings across providers, not just labels.5. Measure cost per useful result
Read completed results’output.usage and record actual charges, including optional phone enrichment or separate verification. Count each job’s cost once, regardless of retrievals. Compare the same required outputs across providers. Use a consistent result unit: resolved inputs for lookups or useful contacts for prospecting.