LinkedIn Sales Navigator Account Filtering Strategy

The file

---
name: linkedin-sales-navigator-account-filtering-strategy
description: >-
  A set of LinkedIn Sales Navigator filters built from your ICP, so reps add accounts that fit their territory in minutes. Adapted from Christian Krause.
  Task type: Create. Built for Sales.
  Use when the request sounds like "LinkedIn Sales Navigator Account Filtering Strategy".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Account Research and Targeting
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/linkedin-sales-navigator-account-filtering-strategy
---

# LinkedIn Sales Navigator Account Filtering Strategy

A set of LinkedIn Sales Navigator filters built from your ICP, so reps add accounts that fit their territory in minutes. Adapted from Christian Krause.

One job only: a set of LinkedIn Sales Navigator filters built from your ICP, so reps add accounts that fit their territory in minutes. Anything outside that job belongs in another file in the Account Research and Targeting suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- ideal customer profile
- product details
- other information

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You will be helping a sales professional set up filters in LinkedIn Sales Navigator to find and add new accounts to their territory. To provide the best recommendations, you will first need to gather some key information.

<Gather Information>
<ICP Details>
Please provide details about your ideal customer profile (ICP), including:
- Target industries
- Company size (employee count range)
- Company revenue range
- Geographic location(s)
- Any other relevant firmographic criteria
</ICP Details>

<Product Details>
Next, please share details about the product(s) you are selling, such as:
- Brief description of the product/solution
- Primary use cases or applications
- Target roles/job functions that would use or purchase the product
</Product Details>

<Other Information>
Is there any other relevant information that could help narrow down the ideal accounts to target? For example, specific technologies used, integrations needed, or particular pain points your product solves.
</Other Information>
</Gather Information>

<Provide Instructions>
Based on the information provided about {$IDEAL_CUSTOMER_PROFILE}, {$PRODUCT_DETAILS}, and {$OTHER_INFORMATION}, here are the recommended steps to set up filters in LinkedIn Sales Navigator:

1. ...
2. ...
3. ...

Once you have applied these filters, you can start searching for and saving accounts that match your criteria to your territory in Sales Navigator.

To summarize the suggested filters, please provide the following in this format:

<Suggested Filters>
- Industry: [List of industries]
- Company Size: [Employee count range]
- Company Revenue: [Revenue range] 
- Location: [Geographic locations]
- Other Filters: [Any other relevant filters based on product details or other information provided]
</Suggested Filters>
</Provide Instructions>
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/linkedin-sales-navigator-account-filtering-strategy
- Suite: https://www.therevenueaireport.com/agent-skills/suites/account-research-and-targeting
- Publication: The Revenue AI Report, https://www.therevenueaireport.com