List Segmentation For Sales: 5 Lists Every Salesperson Needs [Video]

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List Segmentation For Sales: 5 Lists Every Salesperson Needs [Video]

Editor’s note: This post was originally published on 2/9/18 and has been updated for accuracy and comprehension.

5 Categories of List Segmentation for Sales

  • Target Accounts.
  • Inbound Leads.
  • Monthly Lead Visitors.
  • Sales Qualified Leads.
  • Customers.

You can keep your pipeline full and the dollars flowing when you understand how to organize your leads and customers.

This video highlights five list segmentation tips every salesperson needs. They include target accounts, inbound leads, monthly lead visitors, sales qualified leads (SQL), and customers.

Watch it now and start simplifying your process and become more effective with list segmentation for sales.


Does trying to organize your sales pipeline fill you with despair? 

I’m fine. It’s just that life is pointless and nothing matters. gif

Don’t worry – help is available!

These five segmented lists can help you bring order to your leads and your customers.

5 List Segmentation For Sales Categories

1. Target Accounts

This is for people and companies that you know are a good fit for your products and services.

Pro Tip: Review your list of target accounts every day and keep moving them through your sales cadence.

2. Inbound Leads

This includes all of your online lead generation.

Best Practice: Don’t keep inactive leads in your list.

3. Monthly Lead Visitors

These are “hot leads” who have visited your website (and are also on your inbound leads list).

4. Sales Qualified Leads (SQL)

This includes prospects on your inbound/target list and have taken the next step to book an appointment.

5. Customers

These are the people with whom you’ve closed a deal.

Seek to build deeper relationships. 

Customer Loyalty Tip: Keep track of your customers’ likes and periodically gift them with a bouquet of flowers for a birthday or a gift card to their favorite coffee joint.

Maintaining organized list segmentation = better organization AND closing more deals. 

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Josh Coffy

Josh has an exhaustive understanding of technology and a creative marketing approach that drives client results. In his free time, Josh does CrossFit and travels with his wife.