# 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.

Category: Prospecting. For: Sales, RevOps, Founders.

## What it's for

Every owner has a current, approved list of the right accounts to work.

Suited to:

- 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

1. 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:

- 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.

Use this template: https://app.closefinch.com/app/agents/templates/icp-list-builder (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).