Prospect Finder: Identifying Qualified Opportunities

In this video, we'll learn how to use the Aidentified platform to create filtered searches, so that you can connect with qualified prospects. The Aidentified platform contains profiles on over 200 million people, all based in the United States. Using the platform, you have the ability to filter through all of these people in order to find your ideal prospects.

1. Accessing the Prospect Finder

   Within Aidentified, head to the Prospect Finder. The Prospect Finder is where you can carve up the entire database of over 200 million people to find those that match specific criteria for the type of personas you're interested in prospecting into.
   
   

2. Using Filters

   Along the left-hand side of the Prospect Finder, you'll see a variety of filters. These filters allow you to find people based on attributes tied to who they are, both as a person and as a professional. These personal and professional filters can be used in combination with each other to hone in on the exact types of people you're interested in.
   
   

3. Commonly Used Filters

   We'll review a handful of the most commonly used filters, create a targeted list of people, and learn how to leverage the relationships we have into gaining introductions.

   1. Location Filters

      Start by looking for people in the state of Massachusetts.
      Refine the search to focus on people based on town or city. For example, look for people in the Greater Boston area using the Geo Home City filter.

   2. Household Filters

      Apply filters about where people live and attributes about who they are as a person, such as age range, marital status, and if they have children.

   3. Professional Filters

      Find people based on attributes tied to their job, such as income and wealth.
      Use the Title Group filter to choose from a pre-selected group of job titles, primarily executive level.

   4. Wealth Segments

      Bring in wealth segments, for example, ranges between $2 and $20 million.

   5. Trigger Events

      Apply past triggers to your filtered searches, such as company acquisitions, stock sales, or job promotions.

   6. Company Filters

      Focus on aspects such as industry and company headcount.

   7. Property Filters

      Bring in filters based on a person's property value, home ownership status, or when people last purchased or sold a property.

   8. Attributes Tab

      Specify that you want the group of people to have specific data points on their profile, such as a mobile phone number.

    

4. Leveraging Your Network

   Importing your LinkedIn connections allows the Aidentified platform to provide you with a first- and second-degree network of people. You can take your filtered list and see who you may know within this search. Use the Your Network button to see first-degree connections and the Get Introduced button for second-degree connections.
   
   

5. Example Search

   For example, you can create a search of C-suite executives in the Boston area with high wealth who work in biotech or computer software and have mobile phone numbers available on their profiles. You can then see who you may know within this search and potentially get introduced to new contacts through your existing relationships.
   
   

6. Conclusion

   Building out searches in the Prospect Finder is encouraged, but the true power of the platform is revealed once you've imported your networks into your account. This allows you to take larger lists and reduce them to much smaller and more manageable lists, leveraging your existing relationships to get introduced to people from your filtered searches.

Watch Next: Saving Searches & Setting Up Triggers