Company list segmentation

Segment a list of prospect companies by business model and industry from their descriptions.

Run this on your file Download the template CSV

Before you run it: Replace sells_alcohol with the yes/no that defines your target market. You can edit every question in the runner.

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

Column	What it holds
`company`	Company name
`website`	Website
`description`	Short company description, from LinkedIn or your data provider

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New column	Question	Possible answers
`business_model`Pick one	How does the company make money?	software Sells software or SaaS ecommerce Sells physical products online retail Sells in physical stores hospitality Restaurant, bar, hotel or events services Agency, consulting or other services manufacturer Makes products and sells to other businesses
`sells_to_businesses`Yes or no	Does the company sell mainly to other businesses?	yes Its customers are mainly businesses no Its customers are mainly consumers
`sells_alcohol`Yes or no	Does the company make, sell or serve alcohol?	yes It makes, sells or serves alcohol no It does not

Example row

Column	Value
`company`	Vine & Table
`website`	vineandtable.com
`description`	Family-owned wine bar and bottle shop in Portland with a monthly tasting club.

Answers from a test run on this row

Column	Answer	Confidence
`business_model`	hospitality	80%
`sells_to_businesses`	no	95%
`sells_alcohol`	yes	98%

More sales use cases

Use case	What it does	New columns
Inbound lead qualification	Score the leads from your contact or demo form so sales calls the right ones first.	`request` `seniority` `fit` `timeline`
Job title normalization	Turn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.	`department` `seniority` `decision_maker`
Cold email replies	Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.	`reply_type` `referral` `date_given`
Deal notes risk review	Read the notes on open deals and flag the ones at risk before the forecast call.	`risk` `objection` `next_step` `competitor_named`
Lost deal reasons	Code the notes on lost deals into loss reasons and find the ones worth another try.	`reason` `win_back` `competitor_named`