Defining Ideal Customers With Smart Filters

Why this works

• Helps you define your ideal customer before you start outreach
• Smart filters narrow a large market into high-fit, relevant accounts
• Signals like intent, funding, tech stack, and job changes improve prioritization
• Separate lists keep outbound focused and easier to manage
• Alerts ensure you act as soon as new buying signals appear

How to set it up

• Go to Search and start in the Company tab
• Filter by firmographics like location, revenue, headcount, and industry
• Add Company Keywords to refine by services or offerings
• Layer in signals such as Intent, Funding, and Technology Stack
• Switch to the Contact tab to filter by title, department, seniority, and location
• Turn on Job Changes to find newly moved prospects
• Create separate lists for each signal type and one general list
• Set alerts on the general list to get notified when new signals appear