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Automatically filter for relevant (ICP) leads
Automatically filter for relevant (ICP) leads

Find leads matching your ideal customer profile and use high intent behaviour to surface high quality opportunities without the search.

Leon avatar
Written by Leon
Updated over 3 months ago

To get the most value from Snitcher it's critical to configure filtering and save Segments (lists) of relevant leads. So you can spend less time searching for leads and more time selling πŸ₯³

This article will take you through the steps to implement filtering on companies matching your target company profile. For more use case and applications, check out the Lead Scoring deep dive.



Why set up Segments (filters)?

Automatically Segmenting companies that are a good fit for your business will save a lot of time. Plus it's easy to configure automations to send leads to your CRM or keep your team notified.

Combining good fit leads with behaviour such as visiting pricing pages or spending 5 minutes on site will improve lead quality. Resulting in higher sales conversion rates.

🚨 To keep things simple, relevant leads (companies you want to sell to) will be referred to as 'Ideal Customer Profile' (ICP). 'High Intent' is a lead that exhibited behaviour signifying that they are seriously looking at your solution or service.


Company industry and size filters

If you need help learning how filters and segments work, check out our guide on how to use filters and segments.

To get started select All Companies then Add Filter πŸ‘‡

Next up, add industries and sizes of ICP companies you sell to and select Save Segment. If you also only sell to companies in e.g. the United States and Canada then add the company and visitor location filters in.

Hit Create new segment and give it a name before saving your new segment. We recommend using something like 'All ICP'.

πŸ’‘ Snitcher industry filters match LinkedIn. If you are unsure what industries to select, check out the industries your customers are listed under on LinkedIn. If you notice customers do not consistently fall under a single industry, then be sure to include related industries.

For example: 'Financial Services' may also include 'Banking' or 'Accounting'.

🚨 Pro Tip: If you're having trouble pinpointing specific industries, don't forget to explore our keyword and technologies filter. It's a game-changer for refining your lead search!


Behaviour filters

Decide what high intent behaviors you would like to use to filter your ICP leads. In the example below we are using a combination of the following to define high intent:

πŸ‘‰ More than 5 minutes on site OR Pageviews greater than or equal to 5

And

πŸ‘‰ Visited solutions/marketing OR solutions/sales pages

When you are ready, Save Segment and name it e.g. 'High Intent ICP'. We recommend creating a new segment as it will be useful going forward to compare the number of ICP companies vs High Intent ICP companies.

If you don't want to create a new segment but rather update your existing segment, then select Update current segment. You can change the name in the Segment settings.

πŸ’‘ When deciding what high intent filters to use, book time in with sales and marketing to make sure both teams are aligned. Depending on how many leads your team required, you can increase or decrease requirements.

🚨 We suggest not lowering the bar too far to avoid investing resources in low quality leads that will negatively impact sales conversion rates.


Notifications and distribution

Once you have an ICP segment configured, you'll likely be thinking about how to get information about new leads (or the leads) out to team members.


As always, please feel free to drop us a message if you need a hand, have an idea you would like to discuss or just feel like saying hello πŸ₯³

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