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How to segment prospects

Divide prospects into different engagements and priorities

Business owners segment prospects so that they can employ tailored sales strategies that resonate with each specific group. By understanding each segment's unique needs and pain points, you can craft personalized messages and offers, increasing the likelihood of conversion. This targeted approach not only enhances prospect engagement but also maximizes sales opportunities, leading to more efficient use of sales resources.

Moreover, segmenting prospects improves the efficiency of marketing campaigns by allowing businesses to deliver highly relevant and targeted messages to specific groups. When prospects are segmented based on criteria such as industry, company size, needs, or behavior, marketing efforts can be customized to address the unique challenges and interests of each segment. This leads to higher engagement rates, as prospects receive information and offers that directly relate to their situation.

Additionally, segmentation helps optimize marketing budgets by focusing resources on the most promising segments, reducing wasted efforts on less relevant audiences. This strategic approach enhances conversion rates, customer satisfaction, and overall marketing ROI.

Here is how you can create different segments on the Engage AI web platform:

  1. Log into the Engage AI web platform here.

  2. Click on Monitor > Lists > Add List.

  3. Provide a name for your new list.

  4. Decide on email notification frequency, which can be Daily, Weekly, or None.

    • If weekly, choose the day to receive notifications

  5. Click Save.

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