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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 a week ago

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

Let's take a look with Adrien :

In order 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 of monitoring 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 and 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 in order to identify leads that are on the blacklist, in order 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 :

In order to use Only leads in multiple audiences, LaGrowthMachine must identify duplicates first.

Option 3: Use the "Replied" or "Contacted" filter is 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 on 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 :

A new product, a new feature, or a new professional opportunity that matches your lead's expectations? It is also possible to resubscribe a lead manually from the 'Leads' interface!

Please note that in order 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.

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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