Prospecting · For Sales, RevOps, Founders
ICP list builder
Each week, finds the accounts in your CRM that fit your ideal customer profile — leaving out customers, partners, accounts with open deals and anyone on a must-not-contact list — and stages them as segments by territory for each owner to approve. Deterministic: no AI involved.
Opens the template in the app. Sign in or start free first.
What it's for
Every owner has a current, approved list of the right accounts to work.
- RevOps
- Founders running outbound
What you get
- Staged segments with each member's reason
- A message to each segment's owner
When it runs
- When you run it
- Mondays 06:00
What it uses
- Your Closefinch records
You choose:
- ICP (default: the default ICP) (optional)
- Group by (territory, owner, industry or none) (optional)
Its steps
- Build segments
Approvals
Creates staged segments inside the platform; nothing uses them until a person approves each one.
Checked before release
The template's eval suite must pass these before a version ships:
- Stages ICP segments by territory and leaves out exclusions
Questions
- What's excluded?
- Customers (a won deal), partners, accounts with an open deal, and anything matching a must-not-contact rule. The ICP's preview shows how many each rule removes.
More prospecting templates
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Answers your plain-language fit questions for every account on a list: pass, fail or unsure per question, each with a one-line reason and its source — a CRM field's value, or a quote checked word for word on the account's own site — and an overall verdict.
Design-partner recruiter
Works a recruiting goal from your ranked waitlist: each weekday it updates every candidate's stage from the CRM and drafts the next few founder-style emails, each waiting for your approval.
Two-way SMS agent
Answers texts to your number from your knowledge base: short, plain, never inventing prices, dates or promises, and saying it's an AI in its first text.