Fit model refresh

This comprehensive guide provides a 3-week approach to refreshing your fit model from initial assessment through deployment. The process balances data-driven insights with business intelligence, ensuring your refreshed 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

• If there are several multi-fit models, confirm which one is to be updated

• Establish success criteria for the refresh project

• Confirm which audience and conversion mappings should be used to measure the performance of the model

• Assess the performance of the customer fit model against those with the predictions pages

• Spot check the deep dive to draw first conclusions on what to change in the ICP

  • Identify patterns in false positives and false negatives

• Internally align on what changed since the last fit model refresh (New GTM motion? ICP change? New target? New product to sell?)

• Internally align on the business rules the fit model should follow (example: always qualify Fortune 500 companies)

Step by step configuration - Week 2

• Update audience and conversion mappings, if necessary

• Duplicate the live fit model

• Update dataset dates, audience, and conversion

• Update the trees based on

-The new target ICP

-The conclusions from the Deep dive spot check

-The Studio Insights statistics

-Or build a new tree from scratch if the model needs a complete overhaul

• Adjust the thresholds

• Add overrides based on business rules

• Configure the signals

• 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