Find your best clients

The ICP Qualifier

Congratulations, you downloaded THOUSANDS of prospects. Unfortunately 60% or more of them are never going to buy from you. Ever.

Here’s a simple system to find your perfect prospects, without spending a fortune on expensive tools.

  • No Clay
  • No code
  • 7 steps
  • Every prompt included

What This Does

Everyone tells you to use enterprise-level tools (Clay) to find your ideal clients. But what if you don’t want to spend a fortune, but you still need to grow?

We got you covered.

This guide walks you through how to transform a list of thousands companies into an actionable shortlist of your ideal clients. You’ll narrow your list down, one step at a time. And the result is a clean list with a clear verdict about who to message.

What You Need

  • ✓A list of companies from Apollo or Sales Navigator
  • ✓Google Sheets with the SheetMagic add-on installed
  • ✓Cowork (any Anthropic paid plan)

How It Works (7 Steps)

Follow these simple steps, in order.

1Build a raw list

Most list building starts with a raw list of companies. When the accounts are sorted then you’ll find the ideal people within the company.

For this walkthrough, build your accounts (companies) and leads (people) into a single list. When you’ve found your perfect companies you’ll already have your target leads ready to upload.

  1. Export your list.
    • Apollo: open your saved list, click Export, choose CSV.
    • Sales Navigator: there is no export button. Use Evaboot or Kanbox (or other) to export your list.
  2. Open the CSV in Google Sheets.

2Clean the list

Here’s what data providers don’t tell you – most of the data you export doesn’t fit your ICP. About 60% of it is complete garbage.

To illustrate, I once did a search for ‘CEO’s at large insurance providers.’ The results included a bicycle shop owner who sold insurance on the side. See the problem! Your search isn’t nearly as precise as you think it is.

Sort your list by Employee Count. Eliminate any companies that don’t match your ideal company size.

3Remove The Obvious Mistakes

  1. Paste this into Claude and fill in the two brackets:
Paste into Claude
Help me build a keyword exclusion list for filtering a list of
companies.

I sell [WHAT YOU SELL] to [WHO YOU SELL TO].

Generate single words and short phrases that, if they appear in a
company's one-line description, mean that company is definitely not
my customer.

Rules:

- Every term must disqualify on its own. If a term could appear in
  the description of a company I want, leave it out.
- Include the industry names and the words only people in that
  industry use.
- No term shorter than six characters unless it is unambiguous.
- Use only lowercase letters, spaces and hyphens. No punctuation.
- Give me 60 to 120 terms, grouped by industry.

Show me the groups and wait for me to remove any I disagree with.

When I say done, give me this Google Sheets formula with every
remaining term inside it, separated by the | character, ready to
paste:

=IF(REGEXMATCH(LOWER(C2),"term one|term two|term three"),"Eliminate","Keep")
  1. It shows you the words grouped by industry. Tell it to remove any word or group you disagree with, then say done.
  2. Copy the formula it gives you.
  3. Add a column. Name it eliminate. Paste the formula into row 2. Drag it down to the last row.
  4. Sort by eliminate. Read twenty rows that say Eliminate to make sure nothing looks wrong.
  5. Delete every row that says Eliminate.
  6. Delete the eliminate column. Your list will be much smaller now.

4Scrape the Homepages

The next step is to confirm whether the remaining companies match your ICP.

To do this we need to understand what the company does. Technically you can use the company description for this next part. But I’ve found the company’s homepage text works much better. A couple of reasons:
(a) The company may not exist any more – which is obvious if the homepage is mostly empty.
(b) The website may be redirected or doing something completely different from when they first started.
(c) The Description field may be empty.

To scrape the homepage text, follow these steps. You’ll need an AI scraping tool built into Google Sheets. I use ‘SheetMagic’ for this. There are sometimes similar LTD offers on Appsumo.

  1. Add a column. Name it homepage_text.
  2. In row 2, paste this:
Paste into row 2 of homepage_text
=LEFT(VISIT(B2),5000)
  1. Drag it down to the last row. Wait for it to finish.
  2. Add a column. Name it status.
  3. In row 2, paste this:
Paste into row 2 of status
=IF(LEN(E2)<100,"EMPTY","OK")
  1. Drag it down to the last row.
  2. Remove any rows that return ‘Empty.’
More than 500 rows? Do step 3 in batches of 500 so Sheets does not stall.

5Build your prompt

Next, we want to create a prompt in CoWork to check the whether the homepage text is a strong fit for your ICP.

Creating a strong prompt is easiler said than done. So here’s a process that generates a filter that works.

  1. Download your sheet as a CSV.
  2. Open Cowork and attach the CSV.
  3. Paste this, with your homepage and three customers you are glad you have filled in:
Paste into Cowork
Build my qualifying prompt. Do this as a conversation, one question
at a time. Do not skip ahead.

MY COMPANY: [your homepage URL]

GOOD FIT CUSTOMERS:
[domain]
[domain]
[domain]

PART 1. Read my homepage and each customer homepage. Then ask me:
- What employee headcount range I sell into. Offer ranges to pick
  from.
- Whether I want companies that sell to consumers through a business.
  Example: a software company whose customers are dentists, whose
  customers are patients. Yes or no.

PART 2. Write these two lines and show me:
WHAT I SELL: one sentence, taken from my homepage.
WHO I SELL TO: one sentence describing the company, not the person.

PART 3. Disqualifiers. Show me this list and tell me which ones you
think apply to me from what you read. I will confirm or remove.

1. Sells to individual consumers rather than to businesses.
2. Sells to businesses whose own customers are individuals. Dental
   and medical practices, veterinary clinics, salons, gyms,
   restaurants, auto dealers, real estate agents, home services,
   insurance brokers, law firms.
3. An agency, consultancy or freelancer selling services rather than
   a product.
4. Sells only to enterprise. The signs are no pricing page, demo
   requests as the only call to action, compliance badges above the
   fold.
5. A holding company, investment firm, non-profit or government body.
6. A marketplace or directory rather than a company with its own
   product.
7. A placeholder page, a domain-for-sale page, or a contact form with
   no product on it.

Then propose five to eight more that are specific to me: company
types that would look like a fit on a homepage but are not my
customer. Look at what my good fit companies have in common, then
list the nearby types that look similar but are not the same. For
each, say what makes it look like a fit and what rules it out. Ask me
to delete the wrong ones.

PART 4. The one-sentence test. Write a single yes or no question that
can be answered in three seconds by reading a homepage. It must be
yes for every good fit customer and no for every disqualifier I kept.
Check it against them before you show me. If it fails, rewrite it and
check again. Tell me when it passes. Do not use words like
innovative, scalable, modern or growing.

PART 5. Examples. From the attached file, pick six companies: two
that clearly pass, two that clearly fail, two that are hard to call.
Show me each company name and the first 300 characters of its
homepage text. Do not tell me your verdict. Ask me for mine, MATCH or
NO, and one line on why.

PART 6. Assemble. Output my finished qualifying prompt as one block
in exactly this format, with nothing before or after it:

----------------------------------------------------------------
You are qualifying companies against my ICP. Each row gives you a
company name and the text of its homepage.

## THE PROFILE

WHAT I SELL: {from Part 2}
WHO I SELL TO: {from Part 2}

## RULES

Judge each company on its homepage text alone. Never judge by
company name or domain.

Homepages carry customer logos, case studies and footer copy naming
other people's industries. Judge the company by what it sells, not
by every industry printed on the page.

If the homepage text is blank, verdict is UNCLEAR. Run no checks.

## DISQUALIFIERS

Answer NO if any of these apply. Stop at the first one that does
and record which.

{every disqualifier I kept in Part 3, numbered}

## THE DECISION

If nothing above applies, answer this from the homepage:

{the one-sentence test from Part 4}

Yes is MATCH. No is NO.

A company that might fit is not a MATCH. If the page is real but
you cannot tell who it serves, verdict is UNCLEAR.

## CALIBRATION

Judge every company the way I judged these.

{for each of the six from Part 5:
Company: name
Signals: the two or three things in the text that mattered
Verdict: my verdict
Why: one sentence, in my reasoning}

## OUTPUT

Write a new CSV with every original column plus three more:

verdict: MATCH, NO or UNCLEAR
reason: one sentence, twelve words maximum
failed_on: the number of the disqualifier that caught it, or N/A

Process every row. Do not skip, reorder or edit existing data. If
the input has 3,000 rows, the output has 3,000 rows.
----------------------------------------------------------------
  1. Answer its questions. When it shows you the six example companies, give your own verdict on each. Do not ask it what it thinks.
  2. Copy the finished prompt it gives you at the end. Save it. You will reuse it every time.

6Test it on 30 rows

Stay in the same Cowork conversation.

  1. Paste this:
Paste into Cowork
Pick 30 companies from the file. Show me each company name and the first 300 characters of
its homepage text, numbered 1 to 30. Ask me for a verdict on each,
MATCH or NO.

Then run my qualifying prompt on those 30. Show me only the rows
where your verdict differs from mine, with your reason for each.
  1. Give it your 30 verdicts.
  2. Count how many rows it shows you.

0 to 3 rows: go to Step 7.

More than 4 rows: look at how they differ and fix one thing.

What happened What to say to Cowork
It said MATCH, you said NO “Add [that type of company] to the disqualifiers”
It said NO, you said MATCH “Disqualifier [number] is catching companies I want. Narrow it or remove it”
It said UNCLEAR, you were sure “Rewrite the one-sentence test so it can be answered from a homepage”
It got the easy ones right and the hard ones wrong “Add rows [numbers] to the calibration examples”

Then say “run the same 30 again” and recount. Fix one thing at a time. When it passes, say “show me the updated prompt” and save that version.

7Run it

  1. Download your full scraped sheet as a CSV.
  2. Start a new Cowork conversation. Attach the CSV. Paste your saved prompt from Step 5.
  3. When it finishes, check that the output has the same number of rows as the input. If it has fewer, tell Cowork to continue from the last completed row.
  4. Open the result. Sort by verdict.
MATCHContact these.
NOLeave them.
UNCLEARRead these by hand. Every one you reject is a new line for your disqualifiers.

Example

Say you sell a compliance tool to accounting firms. Your one-sentence test is “Does this company do accounting or bookkeeping for other businesses?” Cowork reads each homepage and answers from what the company says it does. Here is how four rows come back.

Sample output
Company: Ledgerline Partners
Homepage: "Outsourced bookkeeping, payroll and tax for growing
companies. 300 clients across SaaS and ecommerce."
verdict: MATCH
reason: Accounting firm serving business clients.
failed_on: N/A
 
Company: Summit Tax Prep
Homepage: "Fast, friendly personal tax returns. Walk-ins welcome."
verdict: NO
reason: Serves individuals, not businesses.
failed_on: 1
 
Company: NumberCrunch
Homepage: "Accounting software for small business. Start your free
trial today."
verdict: NO
reason: Sells software, does not do the accounting itself.
failed_on: N/A
 
Company: Harbor Group
Homepage: "Strategic solutions for the modern enterprise."
verdict: UNCLEAR
reason: Page names no service and no customer type.
failed_on: N/A

What You Have Now

Congratulations!

If you’ve followed all the steps up to here you’ve got a list of companies that are a perfect fit for your business.

And you did it without spending a bundle on Clay credits, or other enterprise-level tools.

One thing this does not do, it qualifies companies, not people. Be sure to check the job descriptions carefully because there is no point scoring a perfect company and then contacting the wrong person!