Targeting review template for outbound
Name the ICP, the filter, and the fit — so the list earns the reply, not the bounce.
- Apollo
- Salesforce
- Notion
- Google Sheets
Review the targeting quality of our last 1,000-prospect list.
- Pulled the list1,000 prospects, 6% reply rate, 14% bounce
- Named the ICPVP RevOps, Series B SaaS, 50-200 employees
- Named the filterSeries B in 90 days, 12+ hires, 50-200 employees
- Named the fitSignal score: 12 hires (high), raise (high), launch (med)
The review named the ICP (VP RevOps, Series B, 50-200), the filter (Series B in 90 days, 12+ hires), and the fit (signal score: hires high, raise high). The list moved from 1,000 to 400, the reply rate moved from 6% to 11%, and the bounce dropped from 14% to 2%. The template earned the reply because it named the ICP, not counted the list.
A targeting review template is the audit that earns the reply. It fixes the ICP, the filter, and the fit — so the list reads as a target, not a spray. A sales lead who counts the list earns the bounce; a targeting review template that names the ICP and the filter earns the reply and the meeting.
What is a targeting review template?
A reusable audit shape for the list — the ICP, the filter, the fit — that earns the reply and the meeting. The template fixes the shape so the list reads as a target, not a spray.
Build the audit
- ICP named — the one prospect the list earns
- Filter named — the one rule the list applies
- Fit named — the one score the prospect earns
Ship the list
- Name the ICP, do not count the list
- One filter per ICP, not five
- Re-run the audit monthly
What ICP does a targeting review template name?
The one prospect the list earns — the title, the size, the industry — that earns the reply. The ICP is the part that earns the reply, because a sales lead who counts the list earns the bounce; a sales lead who names the ICP earns the reply.
What filter does a targeting review template name?
The one rule the list applies — the headcount, the revenue, the stage — that earns the reply. The filter is the part that earns the reply, because a list without the filter earns the ICP and loses the reply; a list with the filter earns the reply and the meeting.
What fit does a targeting review template name?
The one score the prospect earns — the signal, the timing, the pain — that earns the meeting. The fit is the part that earns the meeting, because a list without the fit earns the reply and loses the meeting; a list with the fit earns the deal.
How the targeting review template fits your stack
The agent reads your list and the ICP, drafts the ICP, the filter, and the fit, and ships the audit. It pairs with the prospect list build and the icp definition templates.
- Apollo
- Salesforce
- Notion
- Google Sheets
Who uses this targeting review template
- Sales leads
- Name the ICP, do not count the list.
- RevOps
- One filter per ICP, not five.
- Founders
- Re-run the audit monthly.
How to run this targeting review template in Metaflow
Pull the list
The last 30 days, the prospects.
Name the ICP
Agent names the one prospect.
Name the filter
The one rule the list applies.
Name the fit
The one score the prospect earns.
What you provide
- List
- ICP
- Signal data
What you get back
- Targeting review
- ICP named
- Filter named
- Fit named
Why use this targeting review template?
Names the ICP, does not count the list
One filter per ICP, not five
Re-runs monthly, not once
Pairs with the prospect list and ICP templates
Targeting review template FAQs
How do you review outbound targeting?
Name the one ICP, the one filter, and the one fit. The audit reads as a target, not a spray, which is why the list earns the reply, not the bounce.
What is a targeting review?
The audit that earns the reply — the ICP, the filter, the fit. A sales lead who counts the list earns the bounce; a sales lead who names the ICP and the filter earns the reply and the meeting.
How do you score prospect fit?
Name the one signal, the one timing, and the one pain. A list without the fit earns the reply and loses the meeting; a list with the fit earns the deal, because the fit is what earns the meeting.
What makes a targeting review convert?
An ICP that earns the reply, a filter that earns the list, and a fit that earns the meeting. The audit that counts earns the bounce; the audit that names the ICP earns the reply.
Similar cold email and outbound templates
Key takeaways
- Names the ICP, does not count the list
- One filter per ICP, not five
- Re-runs monthly, not once