How to Create a Prospect List with Look a Like

Created by Andre Greiner, Modified on Fri, 17 Mar, 2023 at 3:14 PM by Andre Greiner

Creating a list of  prospects  through  Look  a  Like  was developed with the aim of optimizing your time with accurate market analysis, as through this resource it is possible to purchase prospects  with  the same profile as the  leads  in your base, thus increasing the probability of attracting new people interested in your product.

 

Example: Imagine that you want to create a list of  prospects  based on the  Leads  that passed through Filter 2 and the temperature reached was  Very Hot By doing this, the system will look for similar profiles, searching for the same CNAE as your  leads .

 

IMPORTANT: Users with a pre-seller profile will only be able to access Searching if permission has been granted by their Manager.

1.  Log in to the  Exact Spotter page .


a. Enter your email and password, then click  Sign In .


2.  Access Searching  ,  located on Spotter's side menu. 



Aba Look a Like

 

3.  Filter the  leads  in your base to use as a similarity  (Look a Like)  in the search for new  prospects  and click on  Search  leads.



Note: If you want to cross different types of information in the filter, click on the Funnel icon ( ) and perform an advanced search.


IMPORTANT:  To ensure that Spotter performs an accurate analysis to find similar prospects, it is mandatory that the lead has the website, telephone and address information (city, state and country) in his registration, as this way Searching will obtain all the information to create more assertive validations.


4.  After obtaining the result of the filter performed, select the  leads  of interest and click  Create List.

5.   Define the name of the list, how many  prospects  you want and what type of qualification.




Type of qualification;

 

• Qualify phone : By selecting qualification by phone, the Exact Spotter robot will validate their existence through analysis. 

 

• Qualify e-mail : By selecting qualification by e-mail, the Exact Spotter robot will validate their existence through analyses.

 

• No Qualification : Will not perform any validation.


Okay, now the next steps are up to us. In up to 4 business hours it will be ready for you to use!

 

Is there a possibility to buy prospects that are already in my sales funnel?

No! Spotter checks to validate all the leads that are in its base, to avoid repeat acquisitions.


What information is validated?

If a prospect is identified with the same CNPJ as a lead in your base, he is not included in the purchase list.

If the lead does not have a registered CNPJ (either by default or custom field), Spotter will verify it through the Lead Name ; Site; Telephone (Company and Contact) and Contact E-mail.


IMPORTANT:  Searching considers a repeat prospect to have at least TWO information equal to the Lead in your Funnel. Example: Lead Name and Website; Lead name and contact email, etc. 


Always keep the registration  complete and updated  to avoid acquiring   existing leads .


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