Automate ICP Scoring
Automatically analyzes a company's LinkedIn profile, scores it against your custom Ideal Customer Profile (ICP) criteria, and saves the detailed analysis to a Google Sheet.
This automation streamlines the process of qualifying sales leads or conducting market research. Here's how it works step-by-step:
- Input: The automation starts with a single company domain name (e.g.,
stripe.com). - Find Profile: It uses a search engine to locate the company's official LinkedIn page.
- Extract Data: It then visits the LinkedIn page and extracts key business data, including the company's industry, employee count, headquarters location, and recent updates.
- Structure Information: Using an LLM, it cleans and organizes the extracted information into a structured format.
- Score against ICP: The automation scores the company against a multi-factor rubric that you can define. The default criteria include industry, company size, location, funding stage, and recent growth signals.
- Assign Tier: Based on the total score, it assigns a priority tier (e.g., "Tier 1 - Highest Priority").
- Save Results: Finally, it records all the collected data, individual scores, total score, and priority tier in a new row in your designated Google Sheet, creating a powerful and actionable database of qualified companies.
Usage Ideas
- Automate the qualification of inbound leads to prioritize your sales team's efforts.
- Build highly targeted account lists for outbound sales or Account-Based Marketing (ABM) campaigns.
- Enrich your existing CRM records with fresh, detailed data directly from LinkedIn.
- Perform rapid market research to identify and evaluate competitors or potential partners.
- Screen potential investment opportunities for venture capital or private equity firms.
Customization Ideas
This template is designed to be a strong foundation that you can easily adapt to your specific business needs. You have the flexibility to:
- Define Your Ideal Customer: The most powerful customization is the ability to change the entire scoring system. You can specify which industries, company sizes, geographic locations, and funding stages are a perfect fit for you, and how they should be weighted.
- Choose Your Destination: While it defaults to saving results in Google Sheets, you can have the agent save the analysis to a different service, like your CRM, Airtable, or send a summary to a Slack channel.
- Customize the Report: You can modify the columns and data points that are saved in the final spreadsheet to capture the information that matters most to your team.
- Change the Data Source: If you prefer to analyze companies from a different website instead of LinkedIn, the agent can be instructed to do so.