This comprehensive guide provides a 3-week approach to creating a new multi-fit model from initial assessment through deployment. The process balances data-driven insights with business intelligence, ensuring your new model not only performs statistically well but also supports your sales team's daily operations and strategic objectives.
The methodology outlined here emphasizes validation at every step, cross-functional collaboration, and iterative improvement to deliver a model that drives measurable business impact.
Prerequisites - Week 1
Confirm which integrations are connected
Confirm which audience and conversion mappings should be used to measure the performance of the model
Internally align on the new ICP of the new model
Internally align on the business rules the new model should follow (example: always qualify Fortune 500 companies)
Confirm that the fields to receive new scores have been created in the destination CRM
Step by step configuration - Week 2
Update audience and conversion mappings, if necessary
Create a new fit model
Create the trees based on
-The new target ICP
-The Studio Insights statistics
Adjust the thresholds
Review the performance of the model and a validation sample
Feedback and iteration - Week 2&3
Assess which persona(s) fall under which fit segment, and validate internally
Do several sample reviews with peers as a sanity check
Share some examples with Sales to get their feedback
Iterate on model configuration based on feedback
Go Live - Week 3
Deploy the new model
Consider deploying on a Friday afternoon to avoid disrupting business
Edit the Push configuration to push new scores to new fields - Has to be done by a MadKudu Support team member
Estimated time: 15 hours