Resources/Playbooks/Sales & Growth
SALES & GROWTHBeginner

Find your first 100 qualified prospects.

Move from a fuzzy “who we sell to” to a real list you can act on this week.

STEPS
5
TIME
~24 min
LEVEL
Beginner
FORMAT
Read + do
GOAL
End the week with a validated list of 100 qualified prospects worth reaching out to.
WHAT YOU'LL NEED
  • A written definition of your customer
  • AI Sales Agent access
  • 60 minutes across the week
EXPECTED OUTCOME
A working target list, tiered A/B/C, ready to sequence.
MODULES INVOLVED
AI Sales AgentOutreach Campaigns
CHAPTER 015 min

Write your ICP in one paragraph

Compress everything you know about your best customers into a single paragraph you'd read to a new hire.

DO THIS
  • Company size range
  • Industry or vertical
  • Growth signal you look for
  • The problem you solve for them
TIP
If your ICP paragraph is longer than five sentences, it's a wish list, not a target.
NEXT CHAPTER
02 · Run the search brief
CHAPTER 025 min

Run the search brief

Turn the paragraph into an AI Sales Agent search brief and run it.

DO THIS
  • Paste your ICP paragraph
  • Add three exclusion filters
  • Pull the top 250 matches
TIP
The exclusions matter more than the includes.
NEXT CHAPTER
03 · Cull to 100
CHAPTER 038 min

Cull to 100

Speed-review the 250 and reject 150 by hand.

DO THIS
  • Reject any missing your growth signal
  • Reject any duplicates of existing customers
  • Reject any already in-flight in your CRM
TIP
Rejecting is not filtering — it's the actual work.
NEXT CHAPTER
04 · Tier the list
CHAPTER 044 min

Tier the list

Split the 100 into A (perfect fit), B (good fit), C (worth a swing).

DO THIS
  • Tag 20–30 as A
  • Tag 40–50 as B
  • Everything else is C
TIP
You'll sequence A/B this month and revisit C next quarter.
NEXT CHAPTER
05 · Hand off to outreach
CHAPTER 052 min

Hand off to outreach

Push the tiered list into Outreach Campaigns.

DO THIS
  • Export the list
  • Import into Outreach Campaigns
  • Assign to the right sequence
TIP
Different tiers deserve different sequences. Don't send them all the same email.
WRAP UP

You've reached the outcome.

A working target list, tiered A/B/C, ready to sequence.

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