In this guide, we’ll walk you through how to review the lead list we’ve built for you and provide us with feedback to ensure we’re targeting the right people for your outreach campaigns.
No lead list is ever 100% accurate. This is because the databases we pull from are often mass-imported and categorized using AI.
While this allows us to scale and gather large amounts of data efficiently, it can sometimes result in minor inaccuracies, especially with job titles or company categorization. Our goal is to hit an 80% accuracy rate - anything beyond that can be handled with minor adjustments.
Tip: Don't spend too much time nitpicking each individual lead. Instead, aim for a general sense of accuracy in the list as a whole. Spend around 10-15 minutes reviewing the lead list.
Here’s what to look for when reviewing your lead list:
a. General Information
We provide a general information section at the top of the lead list that shows the filters and criteria we used (e.g., company size, location, job titles, seniority, etc.).
If anything seems off (like the wrong company size or industry) let us know, and we can fix it. For example, if the list includes companies that aren’t nonprofits (when it should), we’ll revisit the account sources and rebuild the list.
b. Account List vs. Contact List
Account list: This is a list of the companies.
Contact list: These are the decision-makers or relevant contacts within those companies.
Look through the account list to ensure the companies are a good fit for your target market. Similarly, for the contact list, check that the titles match your expectations for decision-makers. If you notice certain titles that don’t align with your target audience, flag them for us.
c. Title and Role Accuracy
As you scroll through the list, keep an eye out for any job titles that seem irrelevant to your business. For example, if you're targeting digital marketers and see “Director of Operations,” that might not be the best fit.
If you find a pattern (e.g., too many “operations” titles), select them, notify us, and we’ll remove or replace them.
How to flag titles:
Use the search function in the list to find specific job titles or terms (e.g., "operations") and let us know if they aren’t a fit. We can easily remove them and adjust the list.
Here’s how you can provide feedback:
Account-level feedback: If the list includes companies that don’t match your target industry or size, tell us. For instance, “Most of the companies are not non-profits, please adjust.”
Contact-level feedback: If the job titles or roles don’t seem right, let us know by pointing out patterns, e.g., "Please remove all contacts with ‘operations’ in their title."
NOTE: If we’re completely off the mark and you believe the targeting needs to be redone, simply email your Customer Success Manager (CSM). We can restart the process or refine our approach.
If you’ve had success with list-building using tools like LinkedIn Sales Navigator, we can work with you to improve the lead list.
Share a LinkedIn Sales Navigator link with us, and we can scrape and enrich the data to match the contacts with emails. This is especially helpful if you’ve built lists before and have a clear idea of what works for your business.
If you’re new to list building or cold outreach, you can rely on our team to guide you through the process.
Trust our experience, and we can set a strategy to find the right seniority levels and titles for your campaigns.
