ICP Management

Ideal Customer Profiles (ICPs) define your target buyer. Create ICPs in Cleanlist to score leads and identify high-fit prospects across your lead lists — then surface them with the icp_fit_analysis smart column.

Creating an ICP

Option 1: Create with AI

1. Go to ICP Profiles in the portal sidebar
2. Click Create with AI
3. Describe your ideal customer in plain English — for example: "Series B SaaS companies with 50–200 employees in the US, targeting VP Sales and CROs"
4. AI generates targeting criteria from your description
5. Review and adjust the generated profile
6. Save

Option 2: Manual creation

1. Click New ICP
2. Fill in the tabbed form:

Overview Tab

• Name: A descriptive name (e.g., "Enterprise SaaS Buyers")
• Description: Brief summary of this ICP
• Ideal Customer Description: Detailed text description used for AI scoring

Company Tab

• Industries: Select target industries (e.g., SaaS, Fintech, Healthcare)
• Company Size: Choose employee ranges (1–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,000+)
• Technologies: Tech stack keywords (e.g., "Salesforce", "HubSpot")

Prospect Tab

• Job Titles: Target titles (e.g., "VP Sales", "Head of Growth", "CRO")
• Departments: Target departments (e.g., Sales, Marketing)
• Seniority: C-Level, VP, Director, Manager, or Individual Contributor

Location Tab

• Countries: Target countries
• States/Provinces: Regional targeting
• Cities: City-level targeting

ICP profile scope

ICP profiles are user-scoped. Each user in your organization manages their own profiles independently — profiles are not visible to or shared with teammates.

Scoring leads with icp_fit_analysis

ICP scoring is a manual step you trigger by adding the icp_fit_analysis smart column to a lead list:

1. Open a lead list (Starter+ required)
2. Add column → Smart Column → icp_fit_analysis
3. Select your ICP profile
4. Run the column on your chosen rows

Each row receives:

Fit level thresholds:

Cost: 0.5 credits per row.

After scoring, filter or sort by fit_level to prioritize outreach.

Managing ICPs

ICP card actions

Each ICP card has a dropdown menu (three dots) with:

• Edit — modify targeting criteria
• Clone — duplicate with a new name (useful for segment variations)
• Toggle Active — enable/disable without deleting
• Set as Default — selected automatically when you add icp_fit_analysis without specifying a profile
• Delete — permanently remove

Using ICPs in your workflow

1. Import leads from Sales Navigator, CSV, or People Search
2. Enrich with email and phone
3. Run icp_fit_analysis → each row gets a fit_level
4. Filter to perfect and good rows
5. Export or sync to CRM

Tips

1. Start broad, then narrow — create a general ICP first, then clone and specialize for segments like "EU mid-market" vs "US enterprise"
2. Use AI generation — describe your ideal customer in natural language for a quick, accurate starting point
3. Review regularly — update ICP text descriptions as your target market evolves
4. Multiple ICPs — create separate profiles for different buyer personas (e.g., "Enterprise Buyer" vs "SMB Champion")
5. Set a default — your most common ICP should be the default for seamless workflow integration

Learn More

• ICP Profiles feature page — product overview and fit level reference
• Smart Columns — full list of available smart columns
• People Search — find prospects to score against your ICP
• Managing Lead Lists — organize scored leads