If you’re tired of blasting out generic emails and getting nothing but crickets, you’re not alone. Segmenting your target accounts—actually breaking them down into useful groups—is the only way to make your outreach feel personal (and not like it came from a robot). This guide is for folks in sales or marketing who want to use Floqer to do this smarter, faster, and without losing their minds to spreadsheets.
Let’s walk through how to use Floqer to segment your accounts, avoid the common time-wasters, and get to outreach that feels like you actually care (because you do).
1. Get Your Target Account List Ready
Before Floqer can help, you need a list to work with. This is usually your “target accounts”—the companies you want to reach out to.
- Start with what you have. Export from your CRM, grab a list from LinkedIn Sales Navigator, or piece it together from recent research. Don’t worry about perfection.
- Minimum info: At least a company name and website. More data (industry, size, region) is better, but don’t let missing columns slow you down.
- Check for duplicates. Floqer can help clean things up, but do yourself a favor and remove obvious duplicates now.
Pro tip: If your list is all over the place, just focus on your top 100-200 accounts first. You can always add the rest later.
2. Upload Your List to Floqer
- Log in to Floqer.
- Find the “Import Accounts” button. Usually right on the dashboard.
- Upload your file. CSV or Excel usually works best. Double-check that columns are mapped correctly—Floqer should auto-detect, but sometimes “Company Name” ends up as “company_name” or similar.
- Let Floqer enrich your data. One of Floqer’s main selling points is it can fill in missing info (like industry, employee count, HQ location) using external data. This isn’t magic, but it does save you a lot of manual research.
What works: Floqer is pretty good at normalizing company names and finding enrichment data for most mid-sized or larger businesses.
What doesn’t: For tiny companies, startups, or oddball industries, expect spotty enrichment. If Floqer can’t find info, it’ll just leave blanks. Don’t waste time chasing perfection for every row.
3. Start Segmenting: Build Useful Groups
This is where Floqer can actually save you hours of spreadsheet wrangling.
The Basics
- Use filters. Floqer lets you filter by industry, company size, location, tech stack, funding, and more.
- Create segments. When you filter, you can save that group as a segment (e.g., “Fintech companies in NYC with >200 employees”).
- Tag accounts. You can manually tag accounts with labels like “priority,” “warm intro,” or “needs research.” These tags help later when you want to prioritize or personalize.
What Actually Matters
Don’t get paralyzed by all the options. In practice, these are the filters most people actually use:
- Industry
- Company size (employees or revenue)
- Location
- Recent funding (if you’re selling to startups)
- Technologies used (if relevant to your product)
Ignore for now: Most of the more obscure filters (like “number of Instagram followers” or “brand sentiment”) are either unreliable or not actually useful for most B2B outreach.
Pro Tips
- Stack filters. The real power is combining filters—like “SaaS companies in Europe with 100-500 employees using Salesforce.”
- Size your segments. If a segment has more than 50-100 accounts, it’s probably too broad for truly personalized outreach.
- Quality beats quantity. It’s better to have five tight segments you can speak to directly than 20 vague ones.
4. Analyze Segments for Outreach Potential
Before you start blasting emails, sanity-check your segments.
- Look for patterns. Are there commonalities that jump out? (e.g., “Wow, half these companies just raised Series B funding.”)
- Spot outliers. Sometimes your filters catch weird edge cases—like a three-person law firm in a segment meant for big fintechs. Remove or reassign these.
- Prioritize. Use Floqer’s scoring or your own gut to rank segments by likely ROI. Not every segment is worth equal effort.
Pro tip: If you’re not sure where to start, pick the segment that matches your best existing customer. Don’t overthink it.
5. Craft Messaging for Each Segment
This isn’t about mail-merging the company name. It’s about actually understanding what matters to each group.
- Write a short “why us” for the segment. What makes your product or offer relevant to them? Write this out before you even touch email templates.
- Pull in specifics. Use Floqer’s enriched data—like tech stack, recent news, or company milestones—to add a line or two that shows you did your homework.
- Keep templates flexible. For each segment, make a base template, but leave room to add a sentence or two personalized to the individual company.
What to Avoid
- Don’t write one-size-fits-all emails. You’ll sound like everyone else. Segmentation is pointless if your messaging is generic.
- Don’t get lost in research rabbit holes. One or two personalized touches per message is enough. You’re not writing a dissertation.
6. Push Segments to Your Outreach Tool
Floqer can integrate with most major outreach platforms (think Outreach.io, Salesloft, HubSpot, or just plain CSV export).
- Export your segment. Floqer lets you export with all the enriched fields, tags, and notes.
- Sync with your outreach tool. Follow your tool’s import process. Double-check that custom fields (like “Segment” or “Tag”) map correctly.
- Test with a small batch. Before you send to the whole segment, send a few test emails to yourself or a colleague. Make sure everything looks right—no {first_name} fails or weird data mismatches.
7. Iterate and Refine
No tool (including Floqer) nails it on the first try. The best teams keep tweaking their segments and messaging based on what actually gets responses.
- Review replies and open rates by segment. If one segment is dead quiet, maybe your assumptions were off—or your messaging needs work.
- Adjust filters. Sometimes you’ll realize your “ideal” segment isn’t so ideal. Don’t be afraid to tighten or loosen your criteria.
- Add new data as you go. As you learn more about accounts (or new ones come in), update your segments in Floqer. It’s not a “set it and forget it” thing.
Final Thoughts: Keep It Simple, Iterate Often
Floqer can save you a ton of time, but only if you use it to make your process simpler—not just fancier. Start small, make a few tight segments, and actually send some outreach. Don’t get sucked into over-engineering. See what works, tweak your segments and messaging, and keep going. Personalization isn’t about perfection—it’s about showing you actually give a damn. And that’s what gets replies.