The set up you do prior to pulling a list is crucial! There are certain steps that should be taken before you begin, and others that, if done in a certain order, will get you better results. This checklist will walk you through them.




Step 1: Set up your Inner Circle.

Put together a list of close allies (e.g. board members, former colleagues, beloved clients and customers) who would be willing to help you cultivate someone they know.  You can follow the step-by-step instructions in the Inner Circle Guide.



Step 2: Check how many credits you have.

Each and every time you go to build a Prospect list, the first thing you should do is check your credits! 


The Manage Account section can be reviewed by an Admin user. The Reports tab within Manage Account will show how many credits you’ve purchased and how many your team has used so far – in other words, how many profiles you can still pull.






Step 3: Set up your suppression.

Obviously, you don’t want to waste your money buying anyone you already know. To prevent this, you can follow our Setting Up Suppression Guide and upload lists of people from your database.



Step 4: Consider contact Information.

Make sure that you’re only buying profiles that have the contact information you want to use. At the same time, think about what is most reliable (e.g. people change emails more frequently, calls are often screened, etc).



Step 5: Use key scores to buy only the best people.

For example, make sure you are taking advantage of the Net worth bar, displayed prominently at the top of the page.



Step 6: Consider best practices.

Look through our Tips for Prospect: Best Practices Guide for tips and strategies.



Step 7: Understand at what point you’ve bought a list.

It is very difficult to accidentally buy a list. To see how tough, check out our Point of No Return Guide.




Now you can start to pull lists!