Step 1: Access the Target Profiles page on the Sprouts platform. Here, you'll see a curated set of accounts and contacts being targeted, tailored to your Ideal Customer Profile (ICP). This foundation enables strategic outreach planning, as reviewing your ICP-aligned accounts allows you to focus resources and messaging where they'll have the strongest impact.
Step 2: Use the available filters to refine your search. Start by selecting a list name if created one already or by searching for specific companies. Filtering by list name allows efficient access to predefined groups—such as high-value prospects, event attendees, or specific campaign lists—so your team can coordinate focused, relevant outreach tailored to each segment's strategic importance.
Step 3: Searching by company name provides pinpoint access to unique organizations within your targeted list. This is critical for account-based strategies, letting you surface and monitor engagement or activity among high-priority accounts, prepare tailored proposals, or track market movement among competitors and key partners.
Step 4: When working with multiple accounts, enter several company domaind or websites into the bulk include field.
Step 5: Filter by account location (country, state, or city) to focus your targeting within specific geographic regions. Geographic filtering is essential for territory management, regional sales strategies, compliance with local regulations, and for launching location-based outreach, ensuring your efforts align with time zones market priorities.
Step 6: Add the company region filter to segment organizations by operational, economic, or market boundaries, such as EMEA, APAC, or North America. This is useful when analyzing regional performance trends, deploying region-specific promotional strategies, or responding to shifts in macroeconomic environments that affect your go-to-market plans.
Step 7: Select the industry associated with the accounts you're searching for. Industry filtering lets you tailor communications and offerings to sector-specific challenges, regulations, and business needs. For instance, solution pitches and case studies can be highly customized for healthcare, finance, or manufacturing clients, resulting in more relevant conversations and improved conversion rates.
Step 8: After setting filters, view all matching accounts. A refined, strategically segmented list ensures your marketing and sales resources are allocated toward the highest-priority opportunities.
Step 1: Segment by employee count to identify opportunities by company size. This filter supports personalized approaches: large enterprises often demand robust integrations and support, while smaller firms may require agility and competitive pricing.
Step 2: Use the tech stack filter to target organizations by their current software and technology platforms. Understanding an account's technical environment lets you identify compatibility, synergy, or cross-sell opportunities, crucial for SaaS and IT solution providers.
Step 3: Sort by revenue information to prioritize accounts matching your ideal account size or value, aligning resource intensity with business value.
Step 4: Assess accounts by funding information, such as recent investments or fundraising milestones. Targeting newly funded companies or rapidly scaling ventures helps capitalize on their increased buying power or evolving needs.
Step 5: Filter by account owner to ensure accountability and streamline internal workflows. Viewing accounts by owner helps manage distributed sales teams, track individual performance, and avoid overlapping outreach.
Step 6: Manage custom fields to create bespoke segments, such as event participation, product usage level, or NPS tiers. Custom segmentation unlocks nuanced targeting, so you can activate VIP programs, identify upsell opportunities, or build specialized nurture streams.
Step 7: Review employee distribution by department to target business units with the highest relevance or buying potential. This is critical when your solution is most impactful for specific functions, like finance, marketing, or IT.
Step 8: Analyze buying signals or intent data—such as recent product research, engagement spikes, or direct inquiries. Filtering by buying intent improves timing and personalization, enabling your team to strike while interest is piqued.
Step 9: Refine by intent signals (topic or score) to surface prioritized accounts likely closest to a purchase decision. Monitoring intent at this level lets you quickly adapt touchpoints and prioritization in dynamic buying cycles.
Step 10: Evaluate the ICP fitment score to measure strategic alignment with your ideal customer profile. This ensures marketing and sales teams invest time with accounts showing the highest probability of long-term value and fit.
Step 11: Tap into AI insights to uncover subtle patterns or predictive signals that may not be visible through manual inspection, such as emerging buying trends or hidden engagement drivers. AI-backed segmentation helps you get ahead of opportunities and challenges faster.
Step 12: Specify whether the account operates in B2B or B2C domains. This filter is vital for customizing engagement strategies—B2B accounts may require solution demos and multi-stakeholder buying journeys, while B2C engagements tend to focus on broader reach and direct offers.
Step 1: Choose the ownership type (government-owned or private). Government accounts may have distinct buying cycles and compliance requirements, whereas private enterprises often offer different deal velocities and flexibility.
Step 2: Decide whether the account primarily sells products or services. Product-oriented organizations may need support for logistics or inventory, while service-based firms look for workflow optimization or consulting alliances.
Step 3: Identify if the account is for-profit or non-profit. Targeting non-profits often involves tailored pricing, funding dynamics, or regulatory considerations not present in commercial sales.
Step 4: Find the account’s origin to better understand its lifecycle or initial acquisition source.
Step 5: Track the account information source—from CSV imports to CRM syncs to Sprouts extension-derived LinkedIn Salesnav lists. Knowing the source maintains data integrity and supports auditing or campaign attribution.
Step 6: Review website visits to distinguish engaged prospects from dormant ones, helping you tailor re-engagement or nurture strategies based on known digital touchpoints.
Step 7: Inspect the UTM channel, source, and visiting location for richer insight into what campaigns or channels drive key accounts to your site, enabling smarter future investments in marketing.
Step 8: View precise locations where accounts are accessing your materials or products to further understand global or regional opportunity pockets.
Step 9: Filter by date Added On to prioritize newest accounts in onboarding, or to revive older segments with targeted win-back campaigns.
Step 10: If accounts sync from your CRM, verify the headquarters location of the company and source file for smoother data synchronization and reporting traceability.
Step 11: Once you’ve crafted your ideal segment, click Save Search. Naming and saving strategic searches creates workflow efficiency and guarantees consistency across teams for future reporting and outreach.
Step 12: Your saved search immediately appears under Saved, letting you redeploy expert filtering logic with a click—eliminating repetitive work and improving operational scale.
Step 1: Review your filtered and segmented ICS-defined accounts—the backbone of laser-focused selling and marketing.
Step 2: Examine each account's vital information—name, domain, HQ, LinkedIn, CRM links—enabling context-driven follow-ups and personalization.
Step 3: Assign accounts efficiently to team members and include unassigned prospects in your operational plans, maximizing ownership and coverage.
Step 4: Add multiple accounts to tailored lists, supporting coordinated campaign launches or nurtures.
Step 6: Take advantage of flexible selection to manage outreach pace and volume as your strategy demands.
Step 7: Click Manage List to bulk edit and optimize segments.
Step 8: Click Save to List to finalize your selections, ensuring data is ready for future campaigns or analysis.
Step 9: Name your list for long-term retrieval and team-wide visibility.
Step 10: Press Enter to confirm and permanently save your progress.
Step 11: Leverage the fitment score for ongoing review—it quantifies alignment with your ideal customer Profile, keeping high-value opportunities in sharp focus.
Step 12: Click View Details for deep insights into each account’s ICP fitment, including rationale and scoring factors, arming you for informed, strategic engagement.
Step 13: Tap into account-level data—HQ, industry, revenue, employee count, B2B/B2C status—consolidated for comprehensive understanding of your portfolio.
Step 1: Navigate your curated custom columns—these help introduce advanced, organization-specific metrics and workflows directly into your operational dashboard.
Step 2: Open and activate custom columns to sort or analyze against innovation indicators, product adoption, channel performance, or more.
Step 3: Review deep-dive insights, including AI-driven signals, technology usage, competitor landscapes, and buyer intent—all in one, actionable view.
Step 4: Access the Contacts section to transition from account-level to contact-level targeting, adapting strategies for individual influencers and decision makers.
Step 5: On the Contacts page, apply filters for location, job title, department, and seniority, supporting persona-based or territorial outreach at scale.
Step 6: Assign, organize, or audit contact ownership—crucial for workflow clarity, handoffs, and role-based accountability.
Step 7: Track champion contacts using the dedicated champion tracking filter, making it simple to build advocacy and escalate deal momentum.
Step 8: Verify contact preferences, exclusions, or opt-outs to ensure your engagement remains respectful, compliant, and relevant.
Step 1: Avoid redundant communications by checking sequence participation—this safeguards relationship health and streamlines multichannel orchestration.
Step 2: Reconfirm sequence history prior to outreach, preventing fatigue and increasing message impact.
Step 3: Tap into account-level filters for contact job changes, enabling highly-timed outreach or reactivation strategies as contacts move roles or companies.
Step 4: Analyze connection paths with your contacts for a warm introduction or referral-based strategy.
Step 5: Explore existing connections and determine how contacts align to larger deals or target lists by reviewing connection histories.
Step 6: Leverage sales insights—recent promotions, media mentions, or LinkedIn activity—so outreach is timely and context-driven.
Step 7: Finalize the most strategic contacts for targeting after reviewing all signals, ensuring a high-impact campaign list.
Step 8: Choose to add targeted contacts to a new or existing list, or to act immediately by sending them into high-priority sequences for automated engagement.
Step 9: For rapid activation, click Send to Sequence Campaign Manager to trigger multitouch, automated outreach campaigns for fast-moving opportunities.
Step 10: Select your desired sequence with confidence, ensuring each contact receives the most relevant touchpoints.
Step 11: After choosing the correct sequence, click Save to enroll your contacts, bringing your targeted strategy to life.
This streamlined, strategic filtering workflow empowers your team to deploy personalized, effective, and scalable outreach—making every campaign count.