So, you’ve got a pile of leads scraped from LinkedIn Sales Navigator or some other tool. But blasting the same email to everyone? That’s a fast track to being ignored (or worse, marked as spam). If you want to actually get replies, you need to segment your leads—smartly. That’s where advanced lead segmentation in Evaboot comes into play.
If you’re a B2B marketer, SDR, or founder who wants to send emails that actually get opened (and maybe even answered), this guide’s for you. I’ll walk you through how to use Evaboot to slice and dice your lead lists so your messages feel personal, not robotic. You won’t find any “AI magic” promises here—just real steps, clear advice, and a few honest warnings about what works and what doesn’t.
Why Segmentation Matters (and What Most People Get Wrong)
Let’s set the record straight: “personalized” doesn’t mean swapping in a first name. Good segmentation means grouping leads in ways that matter—by role, industry, pain points, or even company size—so you can talk to them like you actually get their world.
Here’s what most people mess up: - Too broad: One giant list, one generic message. (Yawn.) - Too narrow: Over-segmenting until you’ve got five people per group and can’t scale. - Irrelevant fields: Segmenting on data that has nothing to do with buying intent.
The trick is to find the sweet spot: groups big enough to be worth your time, but focused enough that your email actually resonates.
Step 1: Export a Clean Lead List from LinkedIn Sales Navigator
Before Evaboot can help, you need a solid base. Start with LinkedIn Sales Navigator—because that’s what Evaboot is built to work with.
- Build your search using real filters: job titles, seniority, geography, industry, company headcount, etc.
- Don’t rely on “keywords” alone. Use filters that actually match your ideal customer profile (ICP).
- Save your search, then export the results with Evaboot’s Chrome extension. Evaboot will clean up the data (remove duplicates, fix names, etc.), which is a time saver.
What to watch out for: Garbage in, garbage out. If your LinkedIn search is messy, even the best segmentation won’t save you.
Step 2: Spot the Data Fields That Actually Matter
Evaboot pulls a ton of data: names, titles, company names, industries, location, company size, even LinkedIn profile links. But not every field is useful for segmentation.
Useful fields: - Job title & seniority: Are you talking to managers, directors, VPs, or C-level? - Industry: Don’t send SaaS examples to manufacturers. - Company size: Small startups vs. enterprises have different problems. - Location: Regional specifics can make your message feel local. - Keywords in title or company: Sometimes you want to find “growth” or “operations” people.
Fields to ignore (for segmentation): - LinkedIn URL (good for personalization, not grouping) - Email domain (unless you’re targeting certain type of companies) - Random numbers or codes
Pro tip: Before you segment, ask: “Would I actually change my messaging for this group?” If not, skip it.
Step 3: Set Up Segmentation in Evaboot
Here’s where Evaboot shines: its filters are actually usable. Once your list is cleaned and exported, hop into the Evaboot dashboard.
- Upload your leads if you haven’t already. You’ll see all the fields Evaboot pulled.
- Create segments using filters. You can stack multiple filters, like:
- “Job Title contains ‘Marketing’ AND Company Size > 200”
- “Industry = Financial Services AND Location = London”
- Save each segment as a new list. Give them clear, obvious names (“Mid-Market SaaS CTOs” beats “List 2”).
What works well: - Layering filters (e.g., title + industry) to hone in on true lookalikes. - Using “contains” or “does not contain” for job titles to catch variants. - Filtering by company size for different messaging.
What doesn’t: - Overcomplicating with too many filters—you’ll end up with segments too small to matter. - Relying on fuzzy fields like “skills” or “summary” unless you’re doing manual review.
Step 4: Add Custom Tags or Notes (Optional, But Powerful)
Evaboot lets you add notes or custom tags to leads. This is gold if you spot patterns that aren’t captured by filters—like someone mentioning a new funding round or hiring spree in their profile.
- Use tags like “Recently Funded” or “Hiring Engineers” for micro-segmentation.
- You can reference these tags in your outreach for an extra-personalized touch.
Warning: Only do this for higher-value leads. Manual tagging doesn’t scale.
Step 5: Export Segmented Lists for Outreach
Once segments are set, export each as a CSV. Now you’ve got clean, focused lists ready for your email tool (like Lemlist, Mailshake, or even just Gmail mail merge).
- Keep your segments organized—throwing all your exports in one folder is a headache waiting to happen.
- Name your files clearly: “UK_Finance_Directors_June2024.csv” beats “leads-final-realfinal.csv”.
Step 6: Write Messaging That Actually Feels Personal
Here’s the part most people skip: If you’ve done segmentation right, writing relevant emails is way easier.
- Reference something real from the segment (“I work with HR leaders at manufacturing firms in the Midwest…”).
- Ditch generic intros. “Saw you work at [Company]” is not personalization.
- Use merge tags for first name, company, and role, but also try segment-specific openers or value props.
What works: - Calling out segment-specific pain points or trends (“I know fintech CTOs are swamped with compliance updates…”). - Mentioning regional or industry-specific events or challenges.
What doesn’t: - Overly templated “I help businesses like yours…” lines. - Trying to fake deep personalization when you’re sending to hundreds at once.
Step 7: Test, Track, and Adjust Your Segments
Segmentation isn’t “set it and forget it.” Some segments will perform better than others—track your results.
- Watch open rates and reply rates by segment.
- If a segment underperforms, ask if it’s too broad, too narrow, or just off-base.
- Don’t be afraid to merge tiny segments or split big ones based on what you learn.
Quick tip: Even a simple spreadsheet tracking segment performance can save you a ton of time and guesswork later.
A Few Pitfalls and Realities
Let’s be honest: no tool, Evaboot included, is perfect. Here’s what to keep in mind:
- LinkedIn data isn’t always clean. Titles are messy, industries are vague. Sometimes you’ll need to fix things by hand.
- Company size estimates can be off. Treat them as rough guides, not gospel.
- Not every field is worth segmenting on. Stick to what matters for your messaging.
And don’t get sucked into “hyper-targeting” hype. Sometimes, a well-written email to a thoughtfully grouped segment beats burning hours hunting for obscure data points.
Keep It Simple, Iterate, and Don’t Overthink It
You don’t need a PhD in data science to do advanced segmentation in Evaboot. Start with big, logical groups. Test your messaging. See what works. Adjust your filters and try again.
Most importantly? Don’t get paralyzed by all the options. The best segmentation is the one you’ll actually use—and that helps you send better, more human emails.
Happy prospecting.