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1. Separate Your Total Market into Narrow Account Lists
We’ve evaluated many sellers and sales teams using social. This is a fundamental truth:
- Poor performers only use 4 filters on average to construct their account list
- High performers use 8-12+ filters on average to construct their account list
Narrow account lists help you win.
TAM vs. Account Lists
We don’t recommend saving your entire total addressable market (TAM) as an account list. Chances are, you are assigned a geography or an industry ICP. It’s very tempting to construct a TAM account list, right? Don’t. You need to be more specific in your targeting.
Think of it this way: you’re shooting for a goldilocks zone of qualification. There are accounts in your TAM that are just too big to go after. There are also accounts that might be too small, growing too slow, downsizing, or don’t have the right staff.
If TAM is the biggest universe of accounts you could sell to, you want to make sure your Account Lists inside Sales Navigator are much smaller. Instead, you need to qualify your TAM.
Qualifying Your TAM
Qualifying accounts in your TAM use standard filters:
- Headcount
- Industry
- Growth Metrics (% growth overall or % growth in a department)
- Adding or losing headcount
- Geography
- Job titles or job descriptions
These filters represent a subset of your total TAM that are better targets than just a standard company. The reason this upfront work is so important is… you can’t just blast out LinkedIn DMs on an automated sequence! You’ll burn your entire TAM. So you need to focus your efforts on a smaller subset of accounts who meet that qualification.
How do you know which filters are the right filters to use?
- Win/loss analysis. Look at the last 10 deals your company won, and the last 10 they lost. What do the deals that are closed-won share in common? The commonalities likely include headcount size, a certain decisionmaker title, a certain pain point. If you can’t access CRM data, look at case studies on your website. What are the commonalities of those case studies?
- ICP or persona knowledge. From preparing for your outbound campaign, you likely have some deeper knowledge of your ICP or persona. This includes technographics, firmographics, and other data you used to qualify the account. You’ll want to make sure your accounts have these characteristics.
- Industry context or industry knowledge. Is it better to sell into a growing company or a downsizing company for your product? Where is the pain more evident in your industry for the product you solve? What does your company believe is happening in the industry and presents the biggest opportunity? Again from preparing for your outbound campaign, you likely have some deeper knowledge about what’s going on in your industry.
Sales Navigator offers you these filters to create account lists. Remember, you shouldn’t just be filtering by a few of these. Try to filter by multiple different headcount sizes, revenue numbers, headcount growth, industries, etc.
2. Create Prioritized Account Lists
Now that you have your Qualified TAM Account List with all of your basic filters, it’s time to prioritize the list and break it out into separate account lists.
First off - why? As stated in the above video, it’s because Sales Navigator offers you native intent data. It looks like this:
Apollo.io is a company saved in one of our account lists. So we’re now aware that the outbound campaign could be starting to gain traction inside this one account. Do you also see why your profile is so important?? Everything comes back to the credibility of your profile.
Prioritizing your Qualified TAM Account List allows you to identify which companies are the best match for your outreach first. By breaking out priority accounts, you can keep tabs on whether you’re gaining traction within that account. It’s also just… easier to keep track of, you know?
Creating Lists by Trigger
If you only had one big list, we would call this activity prioritizing your list. Which accounts do you reach out to first? Why them? Why now?
The central question you should be asking:
Why should I be reaching out to them today vs. 60 days from now?
The answer to those questions, as explained in the video, comes from becoming a detective and identifying the specific triggers that demonstrate today is a good time for outreach!
Full credit to Jesse Oulette for this wonderful list. We could add a couple but honestly… this is a great starting point. Confused about how to use this? Watch the video above.
Expansion / Relocation | New job / position for a current contact |
Increase / Decrease in Customer Base | Dissatisfaction with Current Vendor |
Increase in Hiring Velocity | Positive / Negative Press Coverage |
Creation of New Job Title | Increase in positive / negative employee reviews |
Increase in Business Expenses | Increase in positive / negative reviews on G2 |
Competitor Launched a New Product | New website / major website changes |
New Executive | Lawsuits |
Merger/Acquisition | Website security issues / prospect website issues |
Layoffs | Increase in demand for prospect’s product |
Change in Management Strategy/Restructuring | Selling Assets / cutting losses |
Shift in Sales Channel (Inbound vs. Outbound) | Company facing piracy issues |
Increase/Decrease in Marketing Budget | Creation of new job title |
Entrance into New Markets | Bad quarter |
Change in Marketing Channel | Good quarter |
Funding Rounds | Increase in software expenses |
Major Customer Announcement | Change in web traffic |
New Product/Service Announcement | Q&A threads related to prospect questions |
Major Industry Development | New technology trend |
New Legislation | Event Announcements |
Awards/Recognition | Change in Marketing Agency |
Analyst Report | New Tool Adoption |
Think of creating a few different account lists:
- Urgent, hair on fire accounts that need my help ASAP
- Accounts I need to warm-up because they’re good targets but I’m unsure if the timing is right
- Everyone else
You should create these as separate account lists inside Sales Navigator for easier use of the platform, but the principle is the same! So you’ll end up having four account lists:
- Account List #1: Qualified TAM
- Account List #2: Urgent outreach based on symptoms
- Account List #3: Warm-up accounts
- Account List #4: Interesting accounts, but not urgent
As you continue to use the platform, you’ll get more comfortable with moving accounts between lists and understanding how this organization will help you as you run more comprehensive outbound.
3. Explore Leads by Activity
We gotta be honest: we don’t like saving leads in Sales Navigator. We’ll outline the use cases in #4, but it’s actually not all that useful if you’re using our plays.
The problem is that Sales Navigator will notify you about everything that lead is up to, and not all of that data is useful.
[DT SCREENSHOT OF NOTIFICATIONS]
Plus, the notifications on content posting are usually delayed 18-24 hours after they actually post so if you’re trying for early engagement, it’s not all that useful.
Instead, we recommend using Lead Searches by account list.
On a lead search, you can include leads by account list.
See where we’re going with this? 🤩
Then, add a Spotlight filter of “Posted on linkedin in 30 days.”
When you’re using other lead filters by your ICP persona, you can whittle down to a fairly small number of leads that you can start engaging with based on their activity on LinkedIn (this will become important on our outbound plays).
In this search, I’ve filtered leads by a Qualified TAM Account List. I’ve looked for leads inside Sales + Business Development who hold the displayed titles. And those who have posted on Linkedin in the past 30 days. Results? 71 leads.
This is why constructing prioritized lists, based on triggers, can help narrow down your field of vision even further.
These leads are actively posting, active on the platform. I can now run a variety of our outbound plays with these leads.
4. Create Lead Lists as Needed
Sometimes it is important to create lead lists. Remember – if your lead works at an account, you will get notified that they visited your profile whether or not you saved the lead, as long as you saved the account.
Saving leads has a few obvious benefits:
- Organize lead lists and conversation pathways
- Create lead lists of shared personas (all CFOs, all Directors of Sales, etc. across qualified TAM accounts) that allow streamlined follow-up and engagement
- Follow key leads with intent data triggers
We don’t have strong advice about creating lead lists, as you’ll see in the following modules. It only helps organize your information — it doesn’t help you run outbound much more efficiently.