Skip to main content

Build Target Account Lists

Use Vera to build data-rich target account lists and prioritize outreach based on company fit, not guesswork.

The Process​

Step 1: Gather Your Prospect Domains​

Start with a list of company domains. Common sources:

  • CRM export — Export accounts missing key data fields
  • Event attendees — Conference or webinar registrations with company emails
  • Website visitors — Extract domains from visitor analytics
  • Industry directories — Compile lists from industry associations or directories
  • Manual research — Companies you've identified through market research

Extract the domain from company emails (e.g., jane@acme.com → acme.com). Filter out personal email providers (gmail.com, yahoo.com, etc.).

Step 2: Bulk Enrich​

  1. Prepare a CSV with your domains
  2. Go to Upload in the dashboard
  3. Upload your CSV and map the domain column
  4. Start enrichment — Vera processes each company in 10-15 seconds
Domain
acme.com
bigco.io
startup-xyz.com

For lists over 1,000 companies, split into multiple uploads or use the Bulk API.

Step 3: Filter and Qualify​

Once enrichment completes, go to Companies and filter by your ideal customer profile (ICP):

Common ICP filters:

  • Employee count — e.g., 51-500 for mid-market focus
  • Industry — e.g., Financial Technology, E-commerce, SaaS
  • Business stage — e.g., growth or scaleup companies
  • Funding status — e.g., Series A+ (funded companies with budget)
  • Confidence score — 70+ for reliable data

Step 4: Score with B2B Match​

If you've set up your company profile, every enriched company gets a B2B match score. Use it to prioritize:

Match ScorePriorityAction
80-100HighImmediate outreach — strong alignment
60-79MediumWorth pursuing — review sales angles
40-59LowNiche fit — cherry-pick specific opportunities
Below 40SkipFocus efforts elsewhere

Step 5: Export Your List​

  1. Apply your filters
  2. Sort by match score (highest first)
  3. Select the companies you want
  4. Export Selected → CSV

Your exported list includes all enriched fields plus B2B match data — ready for CRM import or outreach campaigns.

Example: Mid-Market SaaS TAL​

Here's a real workflow for building a target list of mid-market SaaS companies:

  1. Source: Export 500 company domains from a SaaS directory
  2. Enrich: Bulk upload CSV — 475 enriched successfully (95% rate)
  3. Filter: Employee count 51-500, industry contains "SaaS" or "Technology" → 180 companies
  4. Score: Sort by B2B match → Top 50 have match scores 65+
  5. Export: Download top 50 with sales angles and pain points
  6. Outreach: Use B2B match sales angles as personalized opening lines

Tips for Better Lists​

  • Start broad, filter narrow — Enrich more companies than you need, then filter down to your ICP
  • Use the match score — Don't just filter by firmographics. A 200-person startup might be a better fit than a 2,000-person enterprise
  • Check sales angles — Two companies with the same match score might need completely different approaches
  • Re-enrich quarterly — Companies change. Re-enrich your top targets to catch new opportunities
  • Combine with CRM data — Export Vera data and merge with your CRM for a complete account view

From List to Outreach​

Each company in your exported list comes with data you can use directly in outreach:

  • Opening line: Reference their specific industry, funding stage, or business challenge
  • Value prop: Use the B2B match sales angles — they're tailored to each company
  • Pain points: Lead with the challenges Vera identified that your product addresses
  • Social proof: Reference competitors or similar companies from your enriched data

Need Help?