Sales

Turn Your Dream Customer List Into Pipeline

Upload your target accounts, get instant alerts when they visit, and reach out while they are still on your site. This is proactive selling powered by real intent data.

Plan required:Free·Growth+ for instant alerts

The Playbook

Step 1

Build Your Dream 100 List

Identify 50-100 companies you most want as customers. Export domains from your CRM, a LinkedIn Sales Navigator search, or a manual list. Upload them to ClearView's Watch List via CSV or one at a time through the dashboard. Add notes for each company so your team knows why they are on the list.

Quality matters more than quantity. A focused list of 50 companies you deeply understand will outperform a generic list of 500. Include the company name and a note about why they are a fit so any rep can pick up the context instantly.

Step 2

Configure Alert Channels

Set up Slack alerts to a dedicated #target-accounts channel. Enable email alerts for your sales team leads. Configure webhook events (watchlist.hit) to push notifications into your CRM or Zapier workflows. Every channel ensures no visit from a target account goes unnoticed.

Create separate Slack channels for different tiers if you have a large list. #target-tier1 for your top 20 accounts gets phone notifications. #target-tier2 for the rest gets standard notifications. This prevents alert fatigue.

Step 3

Assign Account Owners

Map every watched company to a specific rep. When an alert fires, the assigned rep owns the follow-up. No confusion, no duplicate outreach, no dropped leads. Use your CRM's account assignment or a simple shared spreadsheet to track ownership.

Unowned alerts get ignored. The single most important thing you can do for this playbook is ensure every watched domain has a name next to it. Rotate unassigned accounts weekly so they do not go stale.

Step 4

Act on Alerts Within 2 Hours

When a Watch List alert fires, the assigned rep has a 2-hour SLA to take action. Check the ClearView dashboard for the visitor's name, title, and pages viewed. If an outreach draft was auto-generated, review and customize it. If not, craft a message that references what the prospect cares about based on the pages they visited.

The 2-hour window is critical. Intent data degrades fast. A prospect researching solutions on Tuesday morning may have shortlisted by Tuesday afternoon. Speed is your unfair advantage over competitors who rely on weekly reports.

Step 5

Track Watch List Metrics

Monitor hit counts per company over time. A company that has visited 5 times in the last month is showing sustained interest. A company that visited once 3 months ago is not. Use the lastSeenAt and hitCount fields to prioritize your Watch List and remove companies that are not engaging.

Review your Watch List monthly. Remove companies that have shown zero activity in 60 days and replace them with fresh targets. A Watch List that never gets refreshed becomes a list of wishful thinking.

Step 6

Feed Results Back Into Your ICP

After 90 days, analyze which watched companies actually visited and which did not. The ones that visited are confirming your ICP hypothesis. The ones that did not may need a different approach or may not be a real fit. Use ClearView's Cohort Insights to cross-reference your Watch List performance with broader traffic patterns.

This feedback loop is what separates strategic outbound from spray and pray. Every quarter, your Watch List gets sharper, your targeting gets tighter, and your conversion rates improve because you are learning from real behavior.

Expected Results

5-10x

Faster Response Time

Compared to waiting for inbound form fills from target accounts

Higher Reply Rates

When outreach coincides with active site visits

40%+

Pipeline from Watch List

Of new pipeline sourced from companies already showing intent

Pro Tips

Pair your Watch List with LinkedIn Sales Navigator saved searches. When a watched company visits your site, check Navigator for recent job postings, funding announcements, or leadership changes that give you a warm opening.

Use the Watch List hit count to create urgency internally. A target account that has visited 3 times this week deserves a same-day phone call, not an email sequence.

Add competitor domains to your Watch List too. When a competitor visits your site, it is competitive intelligence. When a prospect visits both you and a competitor, it is a signal they are actively evaluating.

Share Watch List alerts with your executive team for strategic accounts. When the CEO of a target account visits your site, that is a conversation your VP of Sales should be having, not an SDR.

Start Prospecting Smarter

Upload your first batch of target accounts and start getting alerts today.