Best Practices
Get the most out of ClearView with proven strategies
ClearView delivers the most value when it is configured thoughtfully and integrated into your team's daily workflow. This page collects the tactics and patterns that our most successful customers use – from tracking script placement to outreach timing to data hygiene. Treat this as your go-to reference for maximizing ROI from visitor identification.
Tracking Script Placement
Where you place the ClearView tracking script affects both data accuracy and site performance. The script is lightweight (under 4KB gzipped) and loads asynchronously, so it will not block page rendering regardless of placement. However, the recommended position ensures maximum visitor capture.
Place in the <head> section with the async attribute
The recommended placement is inside the <head> tag with the async attribute. This ensures the script starts loading early without blocking page rendering. The async attribute means the script executes as soon as it downloads, capturing visitors from the very first page view. This is consistent with the setup instructions in the Getting Started and Tracking Script guides.
Install on every page, not just key pages
ClearView's scoring system rewards breadth of engagement (page views, sessions, unique visitors). If you only install on your homepage and pricing page, you miss valuable mid-funnel signals like blog reads, documentation visits, and case study views.
Avoid tag managers for initial setup
While ClearView is compatible with Google Tag Manager and Segment, we recommend a direct script installation for the first 48 hours. This lets you verify data is flowing correctly without the additional layer of complexity. Once confirmed, you can migrate to a tag manager if preferred.
Common Mistake: Conditional Loading
Setting Up Alerts Without Fatigue
Alerts are only valuable if your team acts on them. Too many notifications train people to ignore them; too few mean hot leads slip through. Here is how to calibrate alerts for your team size and sales motion.
Small teams (1-5 reps): Hot alerts only
Enable email or Slack notifications only for Hot tier leads (score >= 70). This keeps volume low – typically 5-15 alerts per day for a site with 10K monthly visitors – and ensures every alert is worth acting on.
Mid-size teams (5-20 reps): Hot + Watch List
Enable Hot alerts for the team channel and Watch List alerts for individual reps. This way the team sees high-priority leads, and each rep gets personalized alerts for their target accounts without flooding the shared channel.
Large teams (20+ reps): Tier changes + routing
Use webhooks to route alerts to your CRM or sales engagement platform instead of Slack. Trigger on tier changes (cold→warm, warm→hot) and route based on territory, industry, or account assignment. This avoids notification noise entirely and puts leads directly into rep workflows.
Disable the weekly digest for power users
Team members who check the dashboard daily do not need a Monday morning digest. Have them disable it under Settings > Notifications to reduce inbox clutter. Keep it enabled for executives or part-time users who want a passive summary.
Lead Score Thresholds by Team Size
The default tier thresholds (Hot: 70+, Warm: 40-69, Cold: 0-39) work well for most teams, but you can tune them based on your capacity and conversion patterns.
| Team Size | Hot Threshold | Warm Threshold | Rationale |
|---|---|---|---|
| 1-3 reps | 80+ | 50-79 | Raise the Hot threshold to reduce volume. A small team cannot follow up on 20 hot leads per day, so focus on the highest-signal accounts only. |
| 4-10 reps | 70+ | 40-69 | Default thresholds. Gives a manageable hot list while surfacing enough warm leads for nurture campaigns. |
| 10+ reps | 60+ | 30-59 | Lower thresholds to feed a larger team. More reps can handle more leads, and the marginal warm leads may still convert when engaged quickly. |
Review Thresholds Quarterly
Watch List vs General Tracking
ClearView tracks all visitors automatically, but the Watch List gives you a way to prioritize specific accounts. Understanding when to use each is key to an efficient workflow.
Use the Watch List for...
- •Target accounts you are actively pursuing in outbound campaigns
- •Competitors you want to monitor for intelligence
- •Enterprise accounts in late-stage pipeline where timing matters
- •Accounts that churned but might return
Rely on general tracking for...
- •Discovering net-new companies you did not know were interested
- •Building pipeline for inbound-led sales motions
- •Measuring overall website engagement by segment or industry
- •Feeding analytics dashboards and cohort reports
A good rule of thumb: if you would reach out to someone at that company today if they visited your site, add them to the Watch List. Everything else is covered by general tracking and score-based alerts.
Outreach Timing
Speed-to-lead is one of the strongest predictors of conversion. ClearView gives you real-time signals – the value degrades quickly if your team does not act on them promptly.
Hot leads: 2-hour SLA
When a company hits Hot tier, aim to have a rep reach out within 2 hours. Studies consistently show that response time under 2 hours yields 3-5x higher conversion rates than next-day follow-up. Use Slack alerts to ensure someone sees it immediately.
Warm leads: same-day touchpoint
Warm leads are in early research. A same-day email with relevant content (not a hard sell) keeps your brand top of mind. Use ClearView's outreach draft feature to generate a personalized message, then send it before end of business.
Cold leads: add to nurture sequence
Cold leads should not receive manual outreach. Instead, add them to an automated email nurture sequence via your CRM integration. If they re-engage and their score rises, they will naturally flow into the warm or hot workflow.
Watch List visitors: immediate attention
Any activity from a Watch List company should be treated as high priority regardless of score. These are accounts you have specifically flagged as important. Aim for outreach within 1 hour of the alert.
Common Mistake: Waiting for a Perfect Score
Recommended Integration Order
If you plan to connect ClearView to multiple tools, the order matters. Setting up integrations in the right sequence ensures data flows correctly from day one and avoids retroactive cleanup.
CRM (Pipedrive, Close, Attio)
Connect your CRM first so that all identified companies and contacts sync from the beginning. If you connect the CRM later, you will need to run a backfill, which can create duplicate records.
Slack
Connect Slack second so your team starts receiving alerts as soon as the tracking script is live. Configure the alert channel and mention rules before going live to avoid a flood of unrouted notifications.
Email / Outreach Platform
Connect your email or sales engagement tool (Outreach, Salesloft, Apollo) third. This enables the outreach draft feature and allows reps to send emails directly from ClearView without switching tools.
Webhooks & Custom Integrations
Set up webhooks last, after you have validated that core data is flowing correctly through the CRM and Slack. Webhooks are best used for custom routing logic, data warehouse ingestion, or triggering workflows in tools like Zapier or Make.
Test Each Integration Before Adding the Next
Data Hygiene
Clean data leads to accurate scores and actionable insights. Schedule regular maintenance to keep your ClearView instance running at peak performance.
Monthly export and backup
Export your full company and contact lists as CSV on the first of every month. Store these in a secure location. This gives you a point-in-time snapshot for auditing, compliance, and disaster recovery.
Quarterly Watch List review
Review your Watch List every quarter. Remove companies that are no longer relevant (closed-won, closed-lost, or no longer a target). A bloated Watch List generates noise and dilutes the value of Watch List alerts.
Merge duplicate companies
Companies that visit from multiple IP ranges (e.g., office and VPN) may create duplicate records. Use the merge tool under Settings > Data > Merge Companies to combine them. Look for companies with the same domain but different names or slight domain variations.
Archive stale cold leads
Companies with a score of 0 and no activity in 90+ days are unlikely to convert. Archive them to reduce dashboard clutter. Archived companies are removed from the main view but retained in the database and can be restored if they return.
Chrome Extension Tips for Sales Teams
The ClearView Chrome Extension gives reps instant context on any company as they browse the web. Here are tips for getting the most out of it.
Pin the extension to your toolbar
Right-click the ClearView extension icon and select "Pin". This keeps it visible at all times so you never forget to check a prospect's ClearView data before a call or meeting.
Use it during LinkedIn research
When browsing a prospect's LinkedIn profile or company page, click the extension to see if that company has visited your site. It cross-references the company domain to show score, recent activity, and contacts – all without leaving LinkedIn.
Check before outbound emails
Before sending a cold email, check the extension. If the recipient's company has a ClearView score of 40+, you can tailor your message to reference their recent engagement (e.g., mentioning that you noticed interest in your pricing page).
Use the quick-add to Watch List
The extension includes a one-click button to add any company to your personal Watch List. Use this when you discover a promising company during research – you will be notified instantly when they visit your site next.
Keep the extension updated
ClearView publishes Chrome extension updates from the dashboard. Re-download the latest package periodically. Once the Web Store listing ships you'll be able to enable auto-updates in Chrome settings; outdated extensions may show stale data or miss new API fields.
Common Mistake: Not Training Your Team
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