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How to exclude current clients or recently prospected leads?
How to exclude current clients or recently prospected leads?

Don't piss off your clients...

Adrien Moreau Camard avatar
Written by Adrien Moreau Camard
Updated over 3 months ago

You have clients and recently prospected leads that you don’t want to spam: wise decision!

Let's take a look with Adrien :

To exclude them from your audience, there are several ways :

Option 1: exclude accounts you don’t want to contact directly in LinkedIn Sales Navigator

  • Open a Leads Search

  • In the company field: Add the companies you’ve already closed or recently targeted

  • Click on the exclude button as done below :

This will work great for a few companies, though if you have a large list of companies to blacklist, you should build lists of accounts within Sales Navigator, and then exclude them.

Build lists such as :

  • Recently prospected (Last 6 months)

  • Currently in the pipeline

  • Already a client

Working at the account level is best as it prevents the need to monitor new employees at the contact level. Though, if you want to do a blacklist at the contact level, here's another option for you!

Option 2: Create a blacklist directly in LGM - easy and safe!

  • Go into the leads section, click on Import leads and then import CSV

  • Here select and import the CSV with all the clients or recently contacted prospects!

  • If you want to make sure other leads in your client’s company won’t be contacted in a sequence: you can go on Linkedin (import leads -> Import from Linkedin) and look for another persona you might want to contact in your clients’ companies

  • Select the ones you want to add to your Black List and import them into the existing blacklist

  • Keep in mind that this blacklist needs to be updated, as soon as you close a client or you can set a reminder to update it once a month for instance.

Then, when targeting similar prospects for your future campaigns, use the Only leads in multiple audience feature to identify leads that are on the blacklist, to delete them for your recently created audience :

It will show you the leads that are in several audiences, select them, and then you can decide from each audience you want to delete them from :

To use Only leads in multiple audiences, La Growth Machine must identify duplicates first.

You can then choose to leave it at that, or play it safe and edit your leads in bulk to unsubscribe them.

You select "All leads" in your Audience Blacklist and unsubscribe them manually.

When you unsubscribe a lead, it will be marked as "unsubscribe" in LGM,

If he is present in a campaign, it will be stopped and marked as "completed" for him.

Even if you inadvertently add this lead to a subsequent campaign, he will no longer be contactable.

Unlike an unsubscribe initiated by a lead from the unsubscribe link, this is a reversible action: you can decide to "resubscribe" your leads at any time.

Option 3: Use the "Replied" or "Contacted" filter in LGM to identify recently automated prospects

Within LGM, you can identify very quickly leads that you've already contacted using the "Replied" and/or "Contacted" filter

You can even go as far as using the Qualification Tags to be more precise!

With this, you'll never contact a prospect twice!

Option 4: Exclude "1st Degree Relation" via Sales nav

On LinkedIn Basic and Sales Navigator, you can filter your lead's research with Relationship levels. You’ll just have to select 2nd and 3rd degrees.

  • Linkedin Basic Search :

  • Sales Navigator search :

Option 5: Exclude "1st Degree Relation" with LGM (Business Plan required)

You can use the custom sequence feature to modify your sequence by creating a specific path with the "Is a contact" conditions, thus :

  • Option 1: Create a specific message not mentioning the recent acceptance

  • Option 2: deciding not to automate anything on the lead but rather activate them manually since you might have a history together

Please note that custom sequences are an exclusive feature of the business plan.

Option 6: Use our Unsubscribe feature

After several marketing relaunches, your prospect still does not respond.

Or your prospect has clearly expressed that he is not interested, at least for the moment?

To avoid contacting him again and again and losing him permanently, you can manually unsubscribe him from your future communications :

Please note that to be GDPR compliant and respect everyone's choices, you can only resubscribe leads who were manually unsubscribed. If a lead has unsubscribed themselves (by clicking the Unsubscribe link in your emails), you will not be able to send them any further communication or resubscribe them.

Option 7: Change your Exit settings to Custom settings

Exit settings allow you to decide when La Growth Machine should stop a sequence. No need to plan it out every time you add a message, it's global now with two settings :

  • Exit Sequences when lead replies: standard, stops the sequences and tracks a conversion

  • Custom Exits: sometimes, you want to add a Webhook, or unfollow the lead on Twitter anytime there is a reply. You can do that by customizing your exit

For our use case here, you can use the custom setting Reply > Add to Audience

So every time a lead replies to your messages we'll add them to another audience you've created. For example an audience "Already Contacted".

You can then use the filter Audience count and "Only lead in multiple Audience" to separate/remove leads present in multiple audiences & the audience "Already Contacted".

The goal is to have them into the "Already contacted audience only"

How does LGM identify duplicates?

1/ LGM is going to look for LinkedIn URLs and match them

2/ If no LinkedIn URL, then LGM is going to look for pro emails and match them

3/ No LinkedIn URL and no pro email? It will take First Name + Last Name + Company Name and will look for an exact match.

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