If you're tired of chasing generic leads and want to actually reach the right companies, this guide is for you. We'll walk through setting up company profiles in Leadinfo, highlight what matters (and what doesn't), and show you how to avoid wasting time on busywork. This is for marketers, sales folks, and founders who want results—not dashboards for the sake of dashboards.
Why Company Profiles Matter in Leadinfo
Let’s be clear: Most outreach tools promise the moon but dump you in a sea of random “leads.” What actually works is targeting companies that fit your ideal client profile. That’s where Leadinfo’s company profiles come in. Get this set up well and you’ll spend less time chasing dead ends and more time talking to people who might actually care.
If you’re already using Leadinfo, you know it tracks which companies visit your website. Setting up company profiles helps you organize and act on that data, so you’re not just collecting digital dust.
Step 1: Get Your Basics Right
Before you mess with profiles, make sure Leadinfo is properly installed on your site. Seriously—don’t skip this. If the tracking code isn’t firing, none of what follows will matter.
- Install the tracking script: Double-check it’s on every page you care about.
- Test it: Visit your site from a different network (or ask a friend) and see if Leadinfo picks up the visit.
- Privacy check: Make sure you’re compliant with GDPR or whatever applies in your region. You don’t want legal headaches later.
Pro tip: If you’re using a tag manager, test your setup in incognito mode. Sometimes your own visits get filtered out, which is handy once you’re live, but confusing when you’re testing.
Step 2: Define Your Ideal Company Profiles
Don’t just jump in and start tagging every company that visits. First, get clear on what a “good” lead actually looks like for you.
Ask yourself: - What size company do I want? - Which industries or sectors do I care about? - Are there specific regions or countries? - Any minimum revenue or employee count?
You can jot this down in a Google Doc or Notion page. This isn’t busywork—if you skip it, you’ll just end up with a mess of profiles you never use.
Stuff to ignore: Don’t get hung up on every possible filter. Focus on the 2–3 things that matter most for your outreach (e.g., industry + company size).
Step 3: Set Up Custom Company Profiles in Leadinfo
Now you’re ready to actually use Leadinfo’s features. Here’s how to set up profiles that work for you—not just for the sake of “organizing.”
3.1: Navigate to Company Profiles
- Log in to Leadinfo.
- Head to the “Company Profiles” or “Segments” section (names can shift—look for anything that lets you group companies by attributes).
3.2: Create Your First Profile
- Click “Create Profile” (or similar).
- Give it a clear, human-readable name. (“UK SaaS Companies 50–200 employees” is better than “Profile 1.”)
- Set your filters:
- Industry (select from Leadinfo’s options)
- Company size (employee count or revenue)
- Geography (country, region, or city)
- Any other data Leadinfo pulls in that matters to you
Honest take: Don’t go overboard. If your “ideal” profile has 9 filters, you’ll end up with a segment of 2 companies—and that’s not helpful. Start broad, then narrow as you see who bites.
3.3: Save and Review
- Save your profile.
- Check which companies get pulled in. Are these the kind of companies you want? If not, tweak your filters.
Pro tip: Use plain language in your profile names, so your team knows exactly what’s inside. “Big US Agencies” beats “Segment 4.”
Step 4: Set Up Notifications and Workflows
No point having great profiles if you never act on them.
4.1: Turn On Notifications
- For each profile, set up notifications so you know when a matching company visits your site.
- Choose email, Slack, or whatever fits your workflow. (Automated emails are fine, but don’t let them pile up unread.)
- Set sensible frequency—hourly notifications are overkill for most.
4.2: Connect to Your CRM (If You Actually Use It)
Leadinfo integrates with a bunch of CRMs. If you’re serious about outreach, connect your profiles so new matches are pushed straight into your CRM as leads or tasks.
- Check your CRM’s integration guide for steps.
- Map only the fields you need. More data isn’t always better—focus on what your sales team will actually use.
Heads up: Integrations can be flaky, especially at first. Test with a fake lead before you rely on it.
4.3: Assign Owners or Next Steps
If you have a team, assign owners to each profile or set up clear next steps.
- Who follows up on which segment?
- What’s the timeline for responding to a new company match?
- Is there a script or outreach template ready to go?
A profile nobody checks is just another graveyard.
Step 5: Use Company Profiles for Targeted Outreach
This is where the rubber meets the road. Profiles are only valuable if you actually use them for outreach.
5.1: Prioritize Your Outreach
- Focus on the hottest companies first—recent visitors, high-value targets, or those hitting key pages (like pricing).
- Don’t spray and pray. Quality beats quantity here.
5.2: Personalize (But Don’t Overthink It)
- Use the info Leadinfo provides—company name, industry, recent pages viewed, etc.—to tailor your message.
- A simple “Hey, noticed Acme Co. checked out our demo page yesterday—any questions?” is often all you need.
What to skip: Don’t waste time crafting War and Peace for every cold email. A couple of personal touches go further than generic templates, but you don’t need to write a novel.
5.3: Track Results—and Adjust
- Keep an eye on which profiles actually lead to replies or demos.
- If a profile is just collecting dust, tweak your filters or messaging.
- Don’t be afraid to delete or merge profiles. Less clutter means faster action.
Pro Tips for Staying Sane
- Review profiles monthly. Don’t let old segments pile up.
- Document your process. Even a quick Google Doc helps if someone else joins the team—or if you forget what “Segment 7” means.
- Ignore vanity metrics. Tracking “number of leads” is meaningless if none convert. Focus on conversations, not just clicks.
- Don’t chase every integration. Stick to the tools you’ll actually use. More bells and whistles usually means more headaches.
Keep It Simple (and Iterate)
Company profiles in Leadinfo can make your outreach smarter, but only if you keep it practical. Don’t overcomplicate things or chase every filter just because it’s there. Start with what matters, see what works, and tweak as you go. The goal isn’t to have the fanciest setup—it’s to actually talk to companies that want what you’re selling.
Now get out there, set up those profiles, and focus on action over perfection.