Welcome to the List Building Guide!
This guide walks you through the steps of finding companies and contacts.
Before starting with this guide, you should have your initial configuration in place:
If your configuration is ready, follow the steps below:
0️⃣ Decide: List of companies vs List of contacts
When it comes to creating a list in Genesy, there are two ways you can go about it:
Option A: Create a list of companies and search for contacts within these companies
Recommended if:
You want to create a list from scratch based on:
Your ICP & Buyer Persona criteria
Technologies used
Job postings
Google Maps
You already have a list of companies and you want to look for people that work in these companies
If you decided for this first option, go to 1️⃣ Option A: List of Companies
Option B: Create a list of contacts
Recommended if:
You want to create a list of people from scratch whether on they:
Fit your Buyer Persona criteria
Interacted with a Linkedin post or poll
Attended a LinkedIn event
Are connections of one of the identities connected
You already have a list of people and you want to enrich them with contact data / LinkedIn or additional information
If you decided for this second option, go to 2️⃣ Option B: List of Contacts
1️⃣ Option A: List of Companies
Step 1: Import companies
Go to Lists > + Create New
Scroll down to the Companies section to check all options to import companies
Choose your preferred option:
Open drop-down to check options to create list from scratch
Open drop-down to check options to create list from scratch
Find companies on LinkedIn
Pick this option if you want to create a list of companies based on Sales Navigator filters like:
Annual Revenue
Company headcount
Department headcount
Industry
Etc
Click on the button below for a detailed explanation:
💡 Do not worry if the filters above are not enough to qualify your target companies. You can use them to import an initial list, and then use AI to narrow down the results.
Import from LinkedIn jobs
Pick this option if you want to target companies that are hiring for a specific position in LinkedIn.
Click on the button below for a detailed explanation:
Find companies by technology stack from Theirstack
Pick this option if you want to target companies that use a specific technology.
Click on the button below for a detailed explanation:
Find companies by job posts from Theirstack
Pick this option if you want to target companies that are hiring for a specific position accross all job board sites.
Click on the button below for a detailed explanation:
💡 The difference with the option Import from LinkedIn jobs is that Theirstack database aggregates all job board sites (including LinkedIn).
Find companies on Google Maps
Pick this option if you want to target companies that are present in a specific Google Maps region.
Click on the button below for a detailed explanation:
Open drop-down to check options to import an existing list
Open drop-down to check options to import an existing list
Import companies from CSV
Pick this option if you have a list of companies in a spreadsheet.
If it's in Excel or GSheets, save it as CSV UTF - 8 before importing.
Click on the button below for a detailed explanation:
Find companies on CRM
Pick this option if you want to import companies that are in your CRM applying filters on company properties.
⚠ Do not import more than 5000 companies at once.
Click on the button below for a detailed explanation:
Import from CRM List
Pick this option if you want to import companies that are in your CRM applying filters on company properties.
⚠ Do not import more than 5000 companies at once.
Click on the button below for a detailed explanation:
Step 2: Find data from LinkedIn
This step is mandatory if you imported companies from a database different than LinkedIn or Sales Navigator on Step 1: Import companies
In other words, you should always follow this step if you imported companies from:
CSV file
Your CRM
Theirstack
Google Maps
AI
Only if you imported companies from LinkedIn, LinkedIn jobs or Sales Navigator, you can skip this step and go to Step 3: Enrich with AI
🚩 Failing to complete this step can result in creating duplicates in Genesy and not being able to search for contacts within the companies.
Click on the button below to see instructions:
Step 3: Check if the companies are present in the CRM
Identify whether a company exists in your CRM or not by checking the column named Company exists in CRM (Yes or No)
For those companies that do exist, you will be able to check:
CRM Owner
CRM ID
Last activity date
Last updated date
Want to check additional properties?
Click on this button to see how to sync additional CRM properties:
Step 4: Enrich with AI to segment, clean or find additional information
Want to segment companies in the list based on criteria already present in Genesy? (e.g. number of employees, industry, last activity date in CRM)
Want to clean the list of companies you imported based on a criteria that is easily deductible from fields present in Genesy?
(e.g. check based on company's description if the company is B2C or B2B)
Want to find additional information for the companies that is not present in LinkedIn, but can be found on their website/ Google / Google News? (e.g. is this company expanding?, do they manufacture gardening tools?)
In short, want to automate data cleansing tasks you would otherwise do manually?
Click on the button below to see how to do it with AI:
Step 5: Enrich companies with contacts
Now that you have your ultimate list of target companies fully enriched with information,
it's time to search for buyer personas within these companies and create a list of contacts.
Click on the button below for a detailed explanation:
After creating your list of contacts, you can jump straight to 2️⃣ Option B: List of Contacts > Step 2: Enrich with AI to start enriching contacts!
2️⃣ Option B: List of Contacts
Step 1: Import Contacts
Go to Lists > + Create New
Scroll down to the Contacts section to check all options to import contacts
Choose your preferred option:
Open drop-down to check options to create a list from scratch
Open drop-down to check options to create a list from scratch
Find contacts on LinkedIn
Pick this option if you want to create a list of contacts based on Sales Navigator filters like:
Function (= Department)
Current job title
Seniority
Keywords (apply to "about" section, headline and work experience)
Etc
Click on the button below for a detailed explanation:
Import from LinkedIn Post / LinkedIn Poll / Linkedin Event
Pick this option if you want to import the people that have interacted with a LinkedIn post / poll (could be yours or other's) or attending a LinkedIn event
Click on the button below for a detailed explanation:
Import contacts from LinkedIn connections
Pick this option if you want to import connections from an identity synced to Genesy
Click on the button below for a detailed explanation:
Open drop-down to check options to import an existing list
Open drop-down to check options to import an existing list
Import contacts from CSV
Pick this option if you have a list of contacts in a spreadsheet.
If it's in Excel or GSheets, save it as CSV UTF - 8 before importing.
Click on the button below for a detailed explanation:
Find contacts on CRM
Pick this option if you want to import contacts that are in your CRM applying filters on contact properties.
⚠ Do not import more than 5000 contacts at once.
Click on the button below for a detailed explanation:
Import contacts from CRM list
Pick this option if you want to import contacts that are on a list in your CRM
⚠ Do not import more than 5000 contacts at once.
Click on the button below for a detailed explanation:
Import contacts from Sales Navigator URL
Pick this option if you want to import contacts that are on a saved search in your Sales Navigator
Click on the button below for a detailed explanation:
Step 2: Enrich with AI to segment, clean or find additional information
Want to segment contacts in the list based on criteria already present in Genesy? (e.g. assign it a tier or category based on their job title such as "Tier 1", "Tier 2" or "Finance", "Operations")
Want to clean the list of contacts you imported based on a criteria that is easily deductible from fields present in Genesy?
(e.g. check based on job title and headline if this is a "Good" or "Bad" contact) ⤵
Highly recommended if you imported them searching by job title, as Sales Navigator searches by job title are not 100% accurate
In short, want to automate data cleansing tasks you would otherwise do manually?
Click on the button below to see how to do it with AI:
Step 3: Enrich with email and/or phone number
Click on the button below to see how to search for phones/emails for the people in your list:
Step 4: Understand the table of contacts
You have completed the process of creating a fully enriched list of contacts!
But there is plenty other actions you can run in the table view for contacts, such as:
Rearrange columns
Identify if contact already exists in your CRM and the associated properties
Export contacts to CRM
Add them to campaigns
Etc
Click on the button below to see all of them:
Congratulations! You have completed the List Building steps in Genesy 🥳
Now you can create Campaigns to reach out to these people:
💬 Have any questions? Please reach out to our team via the chat bubble in the bottom right corner of the screen.