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Tips & Tricks

Start broad, then refine:
Step 1: "Find SaaS companies with 100-500 employees"
Step 2: "From those results, show me only ones using Salesforce"
Step 3: "Now find CTOs at those companies"

2. Combine Signals

Stack multiple indicators for higher quality:
Find VPs of Sales at companies that:
- Raised funding in the last 90 days
- Are hiring in sales department
- Use Salesforce and Outreach
- Have 50-200 employees

3. Use Exclusions Strategically

Create segments:
Query 1: "Find fintech prospects" (exports 500, all excluded)
Query 2: "Find fintech prospects" (returns 500 NEW prospects)

4. Leverage Reference Tables

Build on previous work:
Step 1: Find target companies
Step 2: Enrich with firmographics
Step 3: Use those companies to find multiple personas (CTO, VP Eng, Head of Product)

5. Validate Before Scaling

Test with small samples:
"Find 50 prospects matching [criteria]"
Review data quality
If good: "Find 1000 prospects matching [criteria]"