Build a Prospect List

Organize Your Prospects for Maximum Campaign Success

After finding and unlocking the right prospects using Company Insights filters, the next step is organizing them into targeted lists. Prospect lists help you segment contacts by campaign, territory, industry, or any other criteria that matters to your sales strategy.

Start with Search

To find and unlock prospects, visit Company Insights where you can use advanced filters to discover your ideal customers.

📋 What is a Prospect List?

A prospect list is a collection of unlocked contacts organized for a specific purpose. Think of lists as folders that help you:

Segment by campaign: Separate prospects for different outreach campaigns
Organize by territory: Assign lists to specific sales reps or regions
Group by characteristics: Create lists based on industry, company size, or technology use
Track progress: Monitor which prospects have been contacted and their response status
Enable automation: Use lists with AI SDR Outreach Agent for automated campaigns

Creating and Managing Lists

Adding Prospects to Lists

Once you've unlocked prospects from your search results, save them to a list:

Select Your Prospects

In your search results, select the prospects you want to save using the checkboxes. You can select individually or use bulk selection options.

Click Add to List

Click the "Add to List" button at the top of your results table.

Choose or Create List

In the dialog that appears:

Select an existing list from the dropdown, or
Click "Create New List" and enter a name for your new list

Confirm

Click "Add" to save the selected prospects to your chosen list.

Flexible Organization

The same prospect can be added to multiple lists. This is useful when a contact fits multiple campaign criteria or sales territories.

Accessing Your Lists

Navigate to AI Prospect Research → Prospect Lists to view all your saved lists.

List Dashboard Features:

View all your prospect lists in one place
See list names, creation dates, and prospect counts
Quick search to find specific lists
Sort by various criteria (date, size, name)

Viewing List Details

Click on any list to view its full contents:

List View Features:

Prospect Table: See all contacts in the list with their details (name, title, company, email, phone)
Search Within List: Find specific prospects within a large list
Sort Columns: Sort by name, company, title, or other fields
Filter Options: Apply filters to view subsets of your list
Selection Tools: Select prospects for bulk actions

Managing List Contents

Add More Prospects:

Return to Company Insights search
Find and select additional prospects
Add them to your existing list

Remove Prospects:

Open the list you want to modify
Select prospects to remove (checkbox selection)
Click "Remove from List" to delete them from this list only
Note: Removing from a list doesn't delete the unlock—prospect remains in your account

Move Between Lists:

Select prospects in one list
Click "Add to List" and choose a different list
Optionally remove from the current list afterward

Non-Destructive Removal

Removing a prospect from a list doesn't delete their contact information or consume additional credits. You can always add them back or use them in other lists.

List Naming Best Practices

Clear, consistent list names make management easier as your database grows:

Recommended Naming Conventions

By Campaign:

"Q1 2026 - New Product Launch"
"2026 Trade Show Follow-Up"
"Holiday Campaign - Enterprise"

By Territory:

"West Coast - Tech Companies"
"EMEA - Series B SaaS"
"APAC - Manufacturing"

By Segment:

"Enterprise (500+ EE) - Salesforce Users"
"Mid-Market - Recent Funding"
"SMB - Marketing Tools"

By Status:

"Active Conversations - March"
"Replied - Needs Follow-Up"
"Meeting Scheduled"

Naming Tips

Include Date or Quarter

Adding date context helps you understand list freshness and organize chronologically. Example: "Q1 2026 - Enterprise SaaS"

Be Descriptive but Concise

Balance detail with brevity. "Series B SaaS - AWS Users - West" is better than "Companies that raised Series B funding using AWS primarily on West Coast"

Use Consistent Format

Establish a naming convention and stick to it. Example format: "[Quarter/Date] - [Segment] - [Region/Attribute]"

Exporting Lists

Export your prospect lists to use in external tools, CRM systems, or for offline analysis.

How to Export

Open Your List

Navigate to the list you want to export and open it.

Click Export

Click the "Export" button (typically in the top-right corner).

Choose Format

Select your preferred export format (usually CSV for maximum compatibility).

Download File

Your list downloads as a file with all prospect information included.

Exported Data Includes:

First and last name
Job title and level
Company name and domain
Email address (verified)
Phone number (when available)
Location (city, state, country)
Company size and industry
Any custom fields or notes

CRM Integration

Export in CSV format for easy import into Salesforce, HubSpot, Pipedrive, or any CRM system. Most CRMs have built-in CSV import tools.

Using Lists with AI SDR

Prospect lists become even more powerful when combined with Laxis AI SDR tools.

Outreach Campaigns

Use your organized lists to launch automated outreach campaigns:

Create Your List

Build a targeted list using Company Insights filters and save prospects to a list.

Go to Outreach Agent

Navigate to AI SDR → Outreach Agent.

Create Campaign

Start a new campaign and select "From Lists" as your lead source.

Choose Your List

Select the prospect list you want to use for this campaign.

Configure Outreach

Set up your email sequence, LinkedIn touches, and campaign settings.

Launch

Activate your campaign and let AI SDR automate personalized outreach to everyone on your list.

See Outreach Agent for complete campaign setup details.

AI Research on Lists

Enrich your lists with custom research before outreach:

Open your prospect list
Select prospects for research
Navigate to AI Research
Run custom research prompts to gather insights about each prospect
Use research results to personalize your messaging

See AI Research for detailed research capabilities.

Credit Management Best Practices

When unlocking prospects to add to your lists, use these strategies to maximize your credit efficiency:

Preview Before Unlocking

Use search filters to evaluate result quality before unlocking. Check company names, titles, and locations in the preview to ensure good fit before spending credits.

Unlock in Batches

Test unlock a small batch (25-50 contacts) first. Validate data quality and fit before unlocking larger volumes. This helps you refine your targeting criteria.

Reuse Unlocked Contacts

Already unlocked contacts are free to reuse. Save them to multiple lists for different campaigns without additional cost. Once unlocked, a contact remains in your account forever.

Strategic Unlocking

Unlock strategically based on your campaign priorities. Focus on high-value prospects first, then expand to additional segments as you validate results.

List Management Best Practices

Segmentation Strategy

Create Focused Lists

Smaller, highly-targeted lists typically outperform large generic ones. A list of 200 well-matched prospects generates better results than 2,000 loosely qualified contacts.

Segment by Message Fit

Create separate lists based on the messaging they'll receive. Enterprise prospects need different messaging than SMBs, even if both are in your ICP.

Territory Assignment

If you have multiple sales reps, create lists by territory or rep assignment for clear ownership and accountability.

List Maintenance

Regular Review

Review and clean your lists quarterly. Remove prospects who have changed companies, unsubscribed, or are no longer relevant.

Track Campaign Association

Note which campaigns have been run against each list. Avoid sending the same prospects multiple identical campaigns.

Update Based on Response

Create follow-up lists from campaign responses. Separate engaged prospects for different nurture tracks.

List Organization

Use a List Hierarchy

Organize lists hierarchically. For example:

Master List: "Enterprise SaaS 2026"
- Sub-list: "Replied - Interested"
- Sub-list: "No Response - Round 2"
- Sub-list: "Meeting Scheduled"

Archive Old Lists

Keep your dashboard clean by archiving (or clearly labeling) completed campaign lists. This makes active lists easier to find.

Next Steps

Ready to start building your prospect lists?

Search and Filter — Use Company Insights to find your ideal prospects
Unlock Contacts — Unlock contact information for promising leads
Create Lists — Organize prospects into targeted lists
Enrich Data — Use AI Research to gather custom insights
Launch Campaigns — Deploy AI SDR Outreach to automate personalized outreach

Organized = Successful

Well-organized prospect lists are the foundation of successful outreach. Take time to segment thoughtfully, name clearly, and maintain regularly for maximum campaign performance.

Related Resources:

Company Insights — Find and unlock prospects with advanced filters
Verified B2B Contacts — Learn about our data quality
AI Research — Enrich your lists with custom research
AI SDR Outreach — Automate campaigns using your lists