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Building Your First Audience

1

Define Your Goal

What do you want to accomplish? (e.g., “Engage high-intent accounts not being worked”)
2

Select Base Criteria

Start with Fit Score to ensure you’re targeting the right accounts
3

Add Intent/Signal Filters

Layer on engagement or signal criteria (website visits, new hires, etc.)
4

Add Exclusions

Remove competitors, customers, or accounts already in opportunities
5

Preview Results

Check audience size and review sample accounts to validate criteria
6

Save and Name

Give it a clear, descriptive name for future reference