How to Set Up Your Ideal Customer Profile in Insyte

Why Your ICP Matters

Your Ideal Customer Profile (ICP) is the foundation of effective prospecting. When properly configured in Insyte, your ICP helps:

• Prioritize search results — Companies matching your ICP appear first
• Power AI recommendations — The research agent uses your ICP for context
• Score companies — See at a glance how well a company matches your criteria

Defining Your ICP

Industries

Select the industries you typically sell into. Be specific — instead of just "Technology," consider selecting "SaaS," "Fintech," or "Healthcare IT."

Company Size

Define your sweet spot by employee count:

• 1-10 — Micro businesses
• 11-50 — Small businesses
• 51-200 — Mid-market
• 201-1000 — Upper mid-market
• 1000+ — Enterprise

Geography

Select the countries and regions where you operate. Insyte covers 25+ countries with strong data in the US, UK, Canada, Germany, France, India, and more.

Additional Criteria

Depending on your plan, you can also filter by:

• Funding stage — Seed, Series A, Series B, etc.
• Revenue range — Estimated annual revenue
• Technology stack — Tools and platforms they use
• Growth signals — Hiring trends, funding activity

Best Practices

1. Start focused, then expand — Begin with a narrow ICP and widen it once you've validated your approach
2. Create multiple ICPs — If you sell to different segments, create an ICP for each
3. Review quarterly — Update your ICP as your business evolves and you learn what works
4. Use deal data — Look at your best customers to reverse-engineer your ICP