If you’re in B2B sales or marketing, you know the pain of chasing leads that go nowhere. Spray-and-pray doesn’t cut it anymore. You need a targeted account list: companies that actually fit what you offer, not just anyone with a LinkedIn profile. This guide is for anyone who wants to use Leadmagic to get past the noise and build a list that’s actually worth your time—no fluff, just the steps that work.
Step 1: Get Clear About Who You’re Targeting
Before you even log in, take five minutes and write down who your real target is. If your answer is “everyone,” you’re setting yourself up for frustration.
Focus on specifics: - Industry: SaaS? Manufacturing? Agencies? - Company size: Revenue or employee range. - Location: Does geography matter? - Tech stack: Are they using Salesforce, HubSpot, or something else? - Other filters: Funding stage, hiring trends, etc.
Pro tip: If you’re struggling, look at your best existing customers. What do they have in common? Don’t overthink it—start with what you know, and adjust as you go.
Step 2: Set Up Your Leadmagic Account
If you’re not already set up, now’s the time.
- Sign up for Leadmagic (use your work email for best results).
- Verify your email and set a strong password.
- Pick a plan: Start with a trial if you want to kick the tires. Don’t bother with the highest tier unless you’re sure you need the bells and whistles.
Things that matter:
- Make sure your company info is accurate—some features rely on it.
- Connect your CRM or outreach tools if you’re planning to sync data later.
What doesn’t matter:
- Don’t get lost in logo upload or team invites at this stage. You can always come back.
Step 3: Use the Search Filters—Don’t Just Browse
This is where most people get lazy. Don’t just scroll a giant list of companies. Use Leadmagic’s search filters to zero in on your targets.
Key filters to use:
- Industry: Start broad if you want, but narrow down as you go.
- Company size: Employee count or revenue can save you hours.
- Location: Useful for territory reps or local campaigns.
- Keywords: For finding companies in a tight niche.
- Tech stack or tools used: If Leadmagic’s data supports it, this is gold for SaaS sellers.
- Recent funding or news: Not always reliable, but worth a look if available.
What works:
Combining filters. For example, SaaS companies with 50–200 employees, using HubSpot, in North America.
What to ignore:
Don’t get distracted by vanity metrics or “hot leads” labels. Focus on filters that actually match your ICP (ideal customer profile).
Step 4: Build and Refine Your Account List
Now you’ve got a filtered list. But don’t just export it blindly. Spend a few minutes checking the quality.
How to do it:
- Bulk select companies that fit your criteria.
- Spot check: Open a few records. Do these companies actually look like your best customers? If not, tweak your filters.
- Remove obvious junk: Companies that are way outside your target, or clearly irrelevant.
- Save your segment in Leadmagic. Name it something clear (“US SaaS 50-200 HubSpot” is better than “Test List 1”).
Pro tip:
Don’t obsess over perfection. A good-enough list you actually use is better than a perfect list you never touch.
Step 5: Export or Sync the List
Leadmagic usually gives you a few ways to get your list out:
- CSV Export:
- Download your account list as a CSV and upload to your CRM or outreach tool.
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Clean up the CSV before importing. Delete columns you don’t need.
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Direct Sync:
- If you connected your CRM (like Salesforce or HubSpot), you can usually push the list over directly.
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Check for duplicate prevention—don’t create messy data.
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Manual Review:
- For high-stakes campaigns, you might want to sanity-check each company before exporting. This is tedious, but sometimes worth it.
What works:
- Keeping your data clean from the start. Set up deduplication rules in your CRM if possible.
What to ignore:
- Don’t bother with “enrich all” or extra data add-ons unless you really need that info. More data isn’t always better—it’s just more mess to clean up.
Step 6: Add Context and Notes (Optional, but Smart)
If you’re working with a team—or just want to remember why you picked certain accounts—use the notes or tagging features.
- Tag by segment: E.g., “Q2 campaign,” “ABM target,” “Expansion.”
- Add notes: Quick context (“Recently raised Series B, worth watching”).
- Assign owners: If you’re handing off accounts to reps.
Why bother?
A little context now saves a lot of head-scratching later. But don’t turn this into a homework assignment—keep it simple.
Step 7: Start Outreach—And Iterate
Now you’ve got your list, but building it isn’t the finish line. Start your outreach, see what sticks, and keep tweaking.
- Track replies and conversions: Are these accounts actually engaging?
- Adjust filters if needed: If your response rates are junk, your targeting probably is too.
- Update your list regularly: Markets shift, companies change. A list from six months ago is probably stale.
What works:
Short feedback loops. Don’t wait months to see if your list is working. Make changes every week or two.
What doesn’t:
“Set it and forget it.” The best lists are living documents, not one-and-done exports.
A Few Honest Takes
- Don’t expect magic just because you used Leadmagic: The tool helps, but your brain still matters more.
- Skip the fancy features unless you need them: Most people get 90% of the value just using the filters and lists.
- Quality beats quantity: Ten great-fit accounts are better than a thousand randoms.
- Outreach matters as much as your list: Even the best account list won’t fix a terrible email or call script.
Keep It Simple—And Tweak As You Go
Don’t overcomplicate things. The best account lists are clear, focused, and built on real business logic—not just what’s easiest to pull from a tool. Start with a simple list, get your outreach moving, and adapt as you learn what works. Tools like Leadmagic can help, but they’re not a shortcut for thinking clearly about who you want to reach. Stick with it, keep iterating, and you’ll see results.