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Common Use Cases & Tips and Tricks

Prospect Finder

Aidentified's Prospect Finder lets you filter through a database of over 200 million people to hyper-target and qualify those who fit your ideal prospect persona.

Commonly Used Filters

  • Home City/Geo
  • Home City (Household section)
  • Wealth & Income Segments (Professional)
  • Title/Title Group (Professional)
  • Company (Professional)
  • Industry (Company)
  • Attributes (Attributes)

Attributes

Use the Attributes tab to ensure that every profile includes the required contact information. Use the toggle to switch between a profile either including all of the attributes selected, or a combination of attributes selected.

Wealth & Income Components

Use the Wealth & Income Components tab to ensure that every profile includes a minimum amount of data supporting its calculated wealth segment.

Saving Searches

After creating a filtered search, you can save it to track trigger events that the people in your search may have in the future.

Saved Search Names

Name your search clearly for easy identification (e.g., "Boston high wealth C suite, biotech industry ).

Email Alerts

You can enable email alerts using the Notifications button. Manage or adjust alerts anytime in Settings.

Trigger Events

Track various triggers such as news mentions, acquisitions, IPOs, funding rounds, job or company changes, property transactions, stock activity, and potential wealth transfers.

Managing Contacts

Aidentified allows you to verify a person's contact information in real time.

Real-Time Contact Verification

While seeing results in the Prospect Finder, click on a person's name to open up their profile. This will verify their contact information in real time.

Conservative Verification Results

Aidentified takes a conservative verification approach. You may notice that some phone numbers and email addresses will be presented as unverified. You can still leverage this contact information at your discretion.

Importing and Exporting Contacts

Importing LinkedIn Contacts

Importing your LinkedIn network allows you to build a 1st and 2nd degree network in Aidentified, so you can leverage your existing network of contacts to gain introductions to new people who may fit your ideal prospect persona.

Importing:  

Go to the Import and Export tab. Click LinkedIn, and follow the steps for importing your LinkedIn contacts

Exporting Contacts

You can export contacts to take data about your prospects out of the platform, and you can even pick and choose which data points Aidentified will provide you.

Exporting & Credits:  

At the top of a list in the Prospect Finder results, you can click the Export All button to export these individuals as an Excel file.  Be mindful of your Aidentified credit balance. Exporting one person uses one credit. Aidentified does not deduct a credit for the same individual more than once. View your credit balance by clicking on Settings > Credits.

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