If you’re wrangling B2B leads—maybe you’re in sales, marketing, or just the unlucky soul who got handed a giant spreadsheet—chances are you want a straightforward way to get those leads into a system and actually make sense of them. This guide walks you through importing and segmenting leads in Getfollow, without assuming you’re already an expert or that you’ll spend all week on it.
Whether you have 200 leads or 20,000, this is for you if: - You’ve got B2B contacts in a CSV (or even scattered across LinkedIn and email). - You need to organize them so your team can actually take action. - You’re tired of vague “AI-powered lead enrichment” promises and just want things to work.
Let’s get into the weeds and get stuff done.
Step 1: Prep Your Lead Data
Before you even open Getfollow, save yourself a ton of hassle by cleaning up your data. Garbage in, garbage out still applies.
Do this:
- Open your spreadsheet or CSV file.
- Make sure you have, at minimum:
- Company name
- Contact name
- Email address
- Any other fields you care about (e.g., job title, phone number, LinkedIn URL)
- Get rid of obvious junk: blank rows, duplicates, weird formatting (like phone numbers with extra characters).
- Save/export your file as a .csv.
Pro tip:
If you’ve got a mix of personal and business emails, separate them now. Getfollow can’t magically tell the difference later.
Step 2: Log In and Find the Import Tool
Now, log into Getfollow. Don’t get distracted by all the dashboards—head straight for the “Leads” or “Contacts” area.
What to look for: - Usually, there’s an “Import” or “Add Leads” button at the top or in a sidebar. - Most systems let you drag-and-drop your CSV file or select it from your computer.
What works:
- Uploading a properly formatted CSV is almost always the fastest route.
- If you’re pulling leads from another CRM, export them as a CSV first. Direct integrations usually sound nice but come with headaches (mapping fields, weird errors, etc).
What to ignore:
- “Smart” import features that promise to fix all your data. They might catch typos but won’t understand your sales process or target accounts.
Step 3: Map Your Fields
Once you upload your file, Getfollow will ask you to “map” your columns. This just means matching your spreadsheet columns to Getfollow’s fields.
How to do it: - For each column in your CSV, pick the right field in Getfollow (e.g., “First Name” → “First Name,” “Company” → “Company Name”). - If you have fields Getfollow doesn’t recognize, you can usually create custom fields on the fly.
Don’t gloss over this.
A sloppy mapping means your data will be a mess—think “John Smith” in the Company Name field. Double-check.
Pro tip:
If you’re planning to segment by a certain field (like “Industry” or “Lead Source”), make sure it’s mapped correctly now.
Step 4: Handle Duplicates and Errors
Getfollow will probably flag duplicates or missing info during the import.
- Decide whether to skip, merge, or overwrite duplicates. If you’re not sure, skip them—you can always clean up later.
- If there are errors (missing emails, bad formatting), download the error report, fix your CSV, and re-upload just those rows.
What works: - Taking 5 extra minutes to fix errors now saves hours of confusion later.
What doesn’t: - Relying on “auto-merge” unless your data is pristine. It’s never as smart as you think.
Step 5: Finish the Import and Check Your Leads
Once you’re through mapping and fixing errors, finish the import.
After import: - Spot-check a few leads to make sure info landed where it should. - Make sure key fields (like emails and company names) look right. - If you see weirdness (all emails under “Last Name,” for example), stop and fix now.
Pro tip:
If your list is huge, filter for a few companies you know—can you find them? If not, something went wrong in mapping.
Step 6: Segment Your Imported Leads
Now for the part that actually makes your list usable: segmentation. In Getfollow, this usually means setting up filters or “lists” based on lead properties.
Common ways to segment B2B leads:
- Industry: Group leads by sector (e.g., SaaS, manufacturing, healthcare) so your outreach is relevant.
- Company size: Split by headcount or revenue. Messaging for a 5-person startup isn’t the same as for a Fortune 500.
- Lead source: Where did they come from? Trade show, LinkedIn, inbound form, purchased list, etc.
- Geography: If you care about region or country, segment now.
- Lead status or lifecycle stage: Are they new, contacted, qualified, or dead?
How to set up a segment in Getfollow: 1. Go to the “Segments,” “Filters,” or “Lists” section. 2. Create a new segment. 3. Add rules based on the fields you imported (e.g., Industry = “Finance” AND Company Size > 100). 4. Save and name your segment clearly—“Midwest SaaS CEOs” is better than “List 1.”
What works: - Start with simple, broad segments. You can always get more granular later. - Use labels or tags if Getfollow supports them to mark key accounts or VIPs.
What doesn’t: - Over-segmenting out of the gate. If you end up with 20 tiny lists and can’t remember why, you’ll just confuse yourself.
Step 7: Test and Refine Your Segments
Once your segments are set up, do a gut check.
- Pull up a segment and scan the contacts. Do they fit the criteria?
- If not, tweak your filter rules.
- Don’t be afraid to combine or delete segments that don’t add value.
Pro tip:
If you’re planning to run specific campaigns or hand off lists to sales, make sure those folks understand how you defined each segment.
Step 8: Keep Your Data Clean (and Don’t Worry About Perfection)
Here’s the hard truth: lead data decays fast. People change jobs. Companies merge. Emails bounce.
Best practices: - Set a reminder to review and clean your data every few months. - Encourage your team to update info as they go (easier said than done, but it helps). - Don’t obsess over getting every detail perfect before you start using your lists. You’ll learn what matters most as you run campaigns.
Quick FAQ
What if my data is a disaster?
Start small—import just one clean segment, fix issues, and build from there. Don’t try to fix a decade of bad data in one go.
Does Getfollow enrich or verify emails automatically?
Some tools offer email verification or enrichment, but treat these features as nice-to-haves, not magic bullets. Always check the results.
Should I use tags or custom fields?
If you need to track something unique (like “Event Attendee 2024”), use a custom field or tag. Just don’t go overboard—simple is better.
Wrapping Up: Don’t Overthink It
The real trick to importing and segmenting B2B leads in Getfollow? Don’t let “perfect” get in the way of “good enough to start.” Clean your data, map it right, set up a few useful segments, and get moving. You’ll figure out what works (and what’s a waste of time) as you see how your team actually uses the lists.
Keep it simple, stay skeptical of overhyped features, and tweak things as you go. That’s how you get value—without the headaches.