Adding prospects to a List

A List can be fed by any combination of sources. Pick the ones that fit your workflow — there’s no “right” mix. Every source lives on the List detail page under + Add source. You can add, edit, pause, or remove sources at any time.

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Search criteria

The most common source. You describe your ideal customer — job titles, location, industry, company size — and Guhan searches its data pipelines every day for people matching.

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Buying signals

Only add people when a triggering event fires. Signals turn a broad audience into a “reach out to them right now” moment. Pick from six signal types on the WHEN panel:

• 💰 Funding raised recently — companies that just raised a round
• 📈 They’re hiring — companies posting roles in a department you care about
• 👔 New leadership joined — companies where an exec or director joined recently
• 🎯 Engaged with a competitor’s post — people who liked or commented on your named competitors’ posts
• 📢 Posted about specific keywords — people writing (or engaging with) posts matching your keywords
• 🎁 Engaged with a specific post URL — people who reacted to or commented on exact post URLs you paste in

Each signal has its own config (recency window, keywords, competitor URLs, etc.).

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Competitor engagement

A special case of the “posts” signals — you paste your competitors’ LinkedIn URLs and Guhan watches every one of their posts, landing the people who engage.

• Company URLs watch every employee’s posts from that company.
• Individual profile URLs watch a specific person (e.g., a competitor CEO or head of marketing).

This is the highest-intent signal Guhan supports — someone commenting on your competitor is actively evaluating your category.

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Copy from another List

Duplicate the current members of an existing List into a new one. Useful when you want to:

• A/B test two sequences against the same audience
• Segment further — take an “All US SaaS” List and copy into a smaller “US SaaS · Enterprise” List
• Reactivate — copy a stale List into a new one with a fresh sequence

The copy is a snapshot at the moment you click Copy. Future prospects landing in the source List don’t auto-flow to the copy.

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CSV upload

Upload a CSV of prospects you already have. Guhan enriches them from LinkedIn and treats them like any other prospect. Minimum columns:

• linkedin_url OR email (at least one)
• name (optional but recommended)

Optional columns:

• email — pre-populates so Guhan doesn’t need to reveal it (saves credits)
• company_name, title, phone — anything else you have

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Manual add

Paste a LinkedIn URL or search by name to add one prospect at a time. Best for:

• Warm leads — someone you already know is a fit; skip discovery entirely
• Referrals — a colleague forwarded you a lead
• Testing — add yourself to a List before launching to confirm the messaging looks right

Guhan enriches from LinkedIn on add, so a manually-added prospect behaves identically to a discovery-sourced one downstream.

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Multiple sources on one List

You can add as many sources as you want to the same List. Every source runs independently — Guhan de-dupes so no prospect gets added twice. Example: an “Enterprise Sales Leaders” List might have:

• Search criteria source: VP Sales at 500+ headcount SaaS companies
• Funding signal source: same criteria + only when funding announced in last 90 days
• Competitor engagement source: watch two competitor company URLs

Prospects who match multiple sources are added once and tagged with all matching sources — the message can reference whichever one is most relevant.

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