Have you used a tool like Clay or Apollo to fill in a whole prospect list at once?

Instead of looking up each contact, these tools add emails, job titles and company details to every row of a list in one go and can drop the bad fits.

How to automate it

How to automate “build and clean prospect lists”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

60 min

typically, a few times a week

65%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AutomationBest fix

Enrich and clean lists automatically instead of by hand

Clay, Apollo, ZoomInfo and similar tools fill in emails, titles, company size and tech used for a whole list at once, and can flag bad fits.

Typically saves about 60% of the time2 h to set up

1Pick the tool your team already pays for (Apollo, ZoomInfo, Clay, Cognism, Lusha or HubSpot's Breeze Intelligence).
2Upload or connect your list and choose the fields you need.
3Add a filter that drops contacts outside your target profile.
4Push the clean list straight into your CRM or sequence tool instead of a spreadsheet.

Tools: Clay · Apollo · ZoomInfo · Cognism · Lusha · HubSpot Breeze Intelligence

Fix 2 of 2

Software feature

Save your ideal-customer searches and get new matches sent to you

Sales Navigator, Apollo and ZoomInfo can save a search and alert you to new matching companies and people, so lists build themselves.

Typically saves about 40% of the time30 min to set up

1Write down your ideal customer: industry, size, region, job titles.
2Build that search once in Sales Navigator, Apollo or ZoomInfo and save it.
3Turn on alerts for new matches and job changes.
4Review the new matches weekly instead of starting a fresh list.

Tools: LinkedIn Sales Navigator · Apollo · ZoomInfo

Quick wins

Have you tried…

Have you used a tool like Clay or Apollo to fill in a whole prospect list at once?: Instead of looking up each contact, these tools add emails, job titles and company details to every row of a list in one go and can drop the bad fits.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Sales Development Rep (SDR / BDR)

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