Automate Company ICP Scoring with LinkedIn Data
This automation enriches a list of companies with data from LinkedIn and scores them against a custom Ideal Customer Profile (ICP) rubric to identify the best-fit leads.
This automation supercharges your lead qualification and market research efforts. It begins by reading a list of company names and their websites from a Google Sheet you provide. It also reads your custom Ideal Customer Profile (ICP) scoring criteria from a Google Doc.
For each company on your list, the agent performs the following steps:
- Finds the company's official LinkedIn profile.
- Extracts key data points from the LinkedIn profile, such as industry, employee count, headquarters location, and more.
- Calculates an ICP score by intelligently applying your custom scoring rubric to the extracted company data.
- Writes the results—including the extracted data, the final ICP score, and a link to the LinkedIn profile—back into your Google Sheet.
This process transforms a simple list of companies into a prioritized, data-rich resource, saving you countless hours of manual research and data entry.
Usage Ideas
- Prioritize Sales Leads: Automatically score hundreds of inbound or outbound leads to focus your sales team's efforts on the highest-potential accounts.
- Market Research: Quickly analyze a list of companies in a new market to understand the landscape and identify key players.
- Competitor Analysis: Gather up-to-date information on a list of competitors to track their size, location, and other strategic attributes.
- Investment Sourcing: Screen a large list of potential investment opportunities against a thesis-driven rubric to quickly identify promising startups.
- Enrich CRM Data: Augment existing records in your CRM with fresh, relevant data directly from LinkedIn.
Customization Ideas
This template is designed to be highly adaptable to your specific needs. You can easily customize it to:
- Use your own data source. Simply provide the URL to your Google Sheet containing the list of companies you want to analyze.
- Define your own scoring. The agent uses a Google Doc for the ICP scoring rubric. You can edit this doc with your own criteria, categories, and point values to score companies based on what matters most to you.
- Specify the data to extract. You can instruct the agent to pull different or additional data points from a company's LinkedIn profile to align with your custom rubric.
- Control the output. You can choose whether to have the results automatically written back to your Google Sheet or direct them to another service, such as a CRM or a Slack channel for immediate team review.
- Match your spreadsheet format. You can easily adjust the column names the agent reads from and writes to, ensuring it works seamlessly with your existing spreadsheets.