Define your ideal customer

The agent searches from your description rather than selecting rows from a fixed database. That means the wording of the description changes the result, and vague descriptions produce vague matches.

Start from a customer you already have

The most reliable way to write the description is to describe a customer you already serve well, then generalise just enough to cover others like them.

Be specific about three things

• What the company does, in the words its own site would use.
• Where it operates, if geography matters to your offer.
• What makes it a good fit for you specifically, rather than a good company in general.

Use buying signals for timing

The description covers who a company is. Buying signals cover whether now is the right moment — hiring activity, active advertising, a new location, or anything else that suggests the company is in the market.

Use exclusions to cut predictable noise

If a category of company keeps appearing and is never a fit, add it to Exclusions. Competitors and companies that sell to your market rather than buy from it are the usual candidates.