✅ What is AI Refinement?
AI Refinement helps you prioritize companies in a list by automatically scoring them based on your own criteria — using simple, natural language prompts. Whether you’re qualifying leads or segmenting for a campaign, AI Refinement helps you find the best-fit companies faster.
📅 When Should I Use AI Refinement?
Use AI Refinement when:
You have a large company list to prioritize.
You want to target companies for a specific sales or marketing campaign.
You need to qualify leads based on nuanced criteria like values, growth, or focus areas.
⚙️ How It Works
1️⃣ Create a Company List
Open the Target app to find companies using ICP filters and create your list.
Or, use Leadfeeder to filter your custom feed and build a list.
You can also create a new list in the Lists app and import companies via CSV or Excel.
2️⃣ Open the Lists App
Navigate to the Lists app.
Select the list you want to prioritize.
Note: AI Refinement works for all company lists, including CRM and Leadfeeder feed lists.
3️⃣ Click “AI Refinement”
Open your company list.
Click the “AI Refinement” button at the top.
Tip: AI Refinement works with lists of up to 50,000 companies. For larger lists, split them first.
4️⃣ Enter a Prompt
Describe what you’re looking for using plain, specific language.
💡 How to Write a Good Prompt
Be clear, like you’re explaining it to a smart friend.
State what to include and exclude.
Use keywords.
If it’s hard to spot, write “very likely” to help the AI focus.
✅ Good Prompt Examples
I am looking for companies which produce food or beverages - except chain bakeries. There must be clear proof that the company produces food or beverages itself.
Excluded are the following company types.Chain bakeries or butcher shops with direct sales - no matter if they produce themselves or not.
Retail businesses (no brick-and-mortar stores)
Delicatessens or market stalls
Pure wholesalers or retailers without their own production
I want to prioritize companies that very likely have many lease agreements and are likely required to report under IFRS 16 or Local Generally Accepted Accounting Principles (GAAP).
I want to prioritize organizations that are professional sports team. Excluded are amateur or recreational clubs or teams.
Further excluded are operators of sports arenas and similar.I'm looking for companies that are professional sports teams, but not amateur clubs, recreational teams, or venue operators.
As metal parts seller, I am looking for companies which are likely to purchase metal parts in bulk.
I am looking for companies which are very likely to operate a motorized fleet (trucks, cars, ...).
The company shall very likely operate multiple vehicles.
Examples are transportation, logistics, maintenance in house associations, home cleaning, delivery or pickups.I'm looking for companies that operate a fleet of motorized vehicles, typically used for logistics, service, or delivery operations. These companies should manage multiple vehicles as part of their core business.
I want to prioritize companies that are travel agencies or tour operators, with a strong likelihood of offering international tours.
I'm looking for companies that are travel agencies or tour operators, and which are very likely to offer international tours.
I want to prioritize companies that are manufacturers of fire protection systems and fire safety equipment, explicitly exclude resellers or distributors, the company must be a direct manufacturer.
I am looking for companies which satisfy all of the following.
They offer a (commercial) venue for smaller live events, such as concerts and standup or similar
There is a bistro or cafeteria or bar where small snacks are sold, like a sandwich, cakes, etc.
I want to prioritize companies which satisfy the following criteria:
They are primarily either a fitness center OR a sports center OR a bouldering gym OR a climbing gym.
There is a clear indication for a permanent, commercial bistro or cafeteria or bar where small snacks are sold, like a sandwich, cakes, etc. It is not enough that food is sold only to special external events or similar.
🚫 Avoid
Fact-based prompts like “How many offices?”
Vague prompts like “Good companies.”
5️⃣ Preview Results
Click “Generate Preview” to test your prompt.
Each company will get a 0–10 score (10 being best-fit) based on how well it matches.
Hover over the score to see the explanation.
6️⃣ Define an Output Field
Create a new field or overwrite an existing one.
Give your score column a clear name, like “New AI score” or
7️⃣ Run the Full Refinement
Click “Save and Run” to score your full list.
Track progress in the Notification Center.
Refresh the list to see results.
8️⃣ View Results
After refreshing, you’ll see the score column and explanations in your table.
9️⃣ Sort & Explore
Use the three-dot menu to sort by your score field and find your best-fit companies.
🔄 Re-run or Adjust
Edit your prompt and re-run to update scores.
Re-score all companies or just new additions.
🗑️ Delete a Score Field
Use the three-dot menu to delete an output field if you don’t need it.
➕ Manage Columns
Use column settings to add/remove fields as needed.
Column changes apply per list.
📌 Additional Notes
Output fields are saved at account level — reuse them across lists.
Deleting an output field removes it from your entire account.
You can run AI Refinement multiple times to create different score fields.
Currently, you can’t filter or export AI scores — these features are coming soon.
✅ Best Practices
✔️ Do This | 💡 Why It Works |
Be specific | AI needs clear criteria |
Filter your list first | Combine firmographics with behavior |
Write naturally | No special syntax needed |
Keep it concise | Better scoring accuracy |
❌ Don’t Do This | 🚫 Why It Fails |
Expect perfect results | Scores are directional, not absolute |
Run huge lists and expect instant results | Large jobs take time |
👥 Who Is AI Refinement For?
SDRs & AEs: Prioritize large lead lists quickly.
Marketers: Segment audiences for better campaigns.
Partnership Teams: Find companies that match partner criteria.
Need help? If you’d like help writing a prompt, reach out to your team or support — we’re here for you!
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