The Revenue AI Report

LinkedIn Sales Navigator Account Filtering Strategy

CreateSales

Inspired from Christian Krause of https://www.christiankrause.com/ AI-generated account targeting playbook for LinkedIn Sales Navigator. Uses firmographic & technographic filters to identify high-intent prospects.

The prompt

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>

How to use it

  1. Copy the prompt and paste it into the AI assistant your company approves.
  2. Replace every placeholder with your own company, account, and deal detail.
  3. Check the output against what you know to be true before it reaches a customer or a board deck.

Need the full process rather than one prompt? See the Skills library.

Common questions

What does the LinkedIn Sales Navigator Account Filtering Strategy prompt do?
Inspired from Christian Krause of https://www.christiankrause.com/ AI-generated account targeting playbook for LinkedIn Sales Navigator. Uses firmographic & technographic filters to identify high-intent prospects.
Who uses this prompt?
Sales. Category: Create.
How do I use it?
Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.
Is it free to use?
Yes. Every prompt in the library is free to copy and adapt.

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