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๐Ÿ“„ AI Lead Scoring ยท How to Filter Noisy Leads

โฌ…๏ธ From the previous chapter

This article continues Detail 1๏ธโƒฃ ยท How to Search Massive Leads ยท AI Database. After a search lands a pile of leads, don't save them all immediately โ€” follow the steps below to filter out the noise. Otherwise you'll waste points and email resources.

๐ŸŒŸ Core goal: Remove noisy leads, so you don't waste points on downstream emails.

No matter the search approach, never select all and save straight off the results. Preview and filter first to guarantee precision and protect your follow-up reply rate.

How Should I Filter?โ€‹

โ–ถ๏ธ Watch the video below, or follow along with the doc โ€” you'll master every filtering approach in a few minutes:

๐Ÿ“บ Video blank? Open in a new window โ†’


I. Step 1 ยท Skim for Precisionโ€‹

After landing on the results page, don't start from page 1 and grind through โ€” exhausting, and it tells you nothing about overall precision.

The right move: Sample pages 1~5 and the last few pages. In 30 seconds you can tell whether the batch is worth saving.

Precision benchmarks:

Sample resultAction
Front/back pages โ‰ฅ 80% preciseโœ… No filtering โ€” save directly (recommend โ‰ฅ 70% before saving)
Front/back pages < 80% noisy๐Ÿ‘‡ Run the detailed filtering in steps "II" and "III"

Filtering decision flow: sample โ†’ judge precision โ†’ pick filter approach (manual / AI Lead Scoring / combined)


II. Step 2 ยท Pick a Country Scopeโ€‹

Before any filtering approach, decide: Do I want to differentiate by country?

1. Country-Agnostic (Standard Approach)โ€‹

You can skip country segmentation and run a unified English outreach campaign for marketing. All you need to do is exclude domestic competitors.

๐Ÿ’ก Recommendation: create a baseline view that excludes China.

Stepsโ€‹

  • โ‘  Click Filter at the top of the results list โ†’ Country or Region
  • โ‘ก Pick Does not include
  • โ‘ข Check the countries/regions to exclude (China, India, Pakistan, etc.)
  • โ‘ฃ Click Apply Filter
  • โ‘ค Save as a named view

Filter panel ยท Country or Region - Does not include mode: check excluded countries (China / India, etc.) + Apply Filter + save view

2. Country-Specific (Detailed Approach)โ€‹

If you'll run country-specific marketing later โ€” localized outreach emails (German, Portuguese, etc.) โ€” check your target countries, save as a view, and manage them downstream.

Stepsโ€‹

  • โ‘  Click Filter โ†’ Country or Region
  • โ‘ก Pick Any of
  • โ‘ข Check the target countries/regions (the search box helps you locate fast)
  • โ‘ฃ Click Apply Filter
  • โ‘ค Save as a named view

Step โ‘ข: Search for the country/region you want to develop

Filter panel ยท Country or Region - Any of mode: search box for fast lookup, check target countries

Steps โ‘ฃ + โ‘ค: Click Apply Filter to lock in the conditions, then save as a view

Filter conditions set ยท Apply Filter button: click then "Save as view" with a name

๐Ÿ“บ Walkthrough video: How to segment by countryโ€‹

๐Ÿ“บ Video blank? Open in a new window โ†’


III. Step 3 ยท Pick a Filtering Approachโ€‹

With the country scope locked in, filter further within that view. The system offers 2 base approaches + 1 combined approach. Use the decision tree above to pick what suits you:

1. ๐Ÿ– Manual Filtering (plenty of time ยท want to save points)โ€‹

Stepsโ€‹

  • โ‘  Preview results; for obviously mismatched customers, click Blacklist at the end of the row
  • โ‘ก Identify recurring "noise keywords" (e.g., "retailer", "second-hand")
  • โ‘ข Add the noise keywords to the view's Does not include condition
  • โ‘ฃ Click Save and Preview

Step โ‘ : For mismatched customers, click Blacklist at the end of the row

Results list ยท Row-level Blacklist button: "Blacklist" on the right of each row, directly excludes mismatched customers

Steps โ‘ก + โ‘ข + โ‘ฃ: In the target view, click Filter in the top right โ†’ pick Chinese Description โ†’ Does not include โ†’ type "retailer" and press Enter โ†’ click Save and Preview

โš ๏ธ Note

Below the filter conditions, pick "Meets all of the above". Otherwise hitting any one condition leaves the row in, defeating the exclusion.

Filter popup ยท Chinese Description - Does not include - exclude keyword: "Meets all of the above" mode, save and preview

2. ๐Ÿค– AI Lead Scoring (limited time ยท plenty of points)โ€‹

Before using AI Lead Scoring, set up your product profile. The system uses the profile to judge whether each company is a potential customer and gives a match score (0~100). Higher = better match.

Use it like thisโ€‹

Your situationRecommended action
First few pages look clearly preciseSkip scoring; sample and save directly
Current page precision is uncertainRandomly pick 30~50 customers for AI Lead Scoring (cost: 30~50 points)
Most scores matchSafe to save this slice of data
Most scores don't matchSwitch customer group, change keywords, or narrow the range

Stepsโ€‹

  • โ‘  In Settings - Product Profile, fill in your product (not the customer's product)
  • โ‘ก In the results list, check the customers to score
  • โ‘ข Click the AI Lead Scoring button in the top right of the results list
  • โ‘ฃ Fill in the scoring rules in the popup; create the task
  • โ‘ค Open Batch Scoring Tasks to view results

Steps โ‘ก + โ‘ข: Check customers, click AI Lead Scoring

AI Lead Scoring popup ยท 3-step config: (1) filter criteria (2) scan scope (3) exclusion rules ยท bottom CTA "Use X points to get the list"

Step โ‘ : Product profile reference (fill in your product, not the customer's)

Product profile form: multiple fields (product name / use / customer type / application scenario) โ€” more detail means sharper AI scoring

Step โ‘ค: Open Batch Scoring Tasks (a record of all AI Lead Scoring history)

Batch Scoring Tasks list: all AI Lead Scoring history + progress status + view detailed report button

Click View detailed report at the end of a row to see AI's deep analysis for each customer:

AI Lead Scoring detailed report: individual scoring card per customer + AI deep analysis rationale + score (0-100)

๐Ÿ“š Full AI Lead Scoring guide

This section is just an intro for new users. 4 entry points (AI Database batch / single insight / list hover / LinkedIn) + 6 scoring dimensions + 4 ways to save points โ€” see ๐Ÿ‘‰ ๐Ÿค– AI Lead Scoring Guide

๐Ÿ“บ Walkthrough video: Manual Filtering vs AI Lead Scoringโ€‹

๐Ÿ“บ Video blank? Open in a new window โ†’

3. ๐Ÿ”ฅ Combined Approach (middle ground)โ€‹

Manual filter the first slice + AI-score the rest โ€” balances points and time. Most experienced users go this way.

Short version: preview the early results, manually pick and save the most precise, then AI-score the noisier rest.

๐Ÿ“Œ Full steps in Scenario 3: Manual + AI combined save


๐Ÿ“‹ Common Pitfalls in the Filtering Phaseโ€‹

PitfallConsequenceHow to avoid
๐Ÿ”ด Select all โ†’ AI Lead Scoring straight off the batBurns hundreds to thousands of points instantly; can't be cancelledSample first to judge precision, then decide which slice gets AI-scored
๐ŸŸก Saving at 70% precisionWastes points / hurts domain reputation downstreamRecommend โ‰ฅ 80% precision before saving
๐ŸŸก Flipping pages too fast / clicking constantlySystem fails to loadGive it a few seconds per page
๐ŸŸก Forgot to pick "Meets all of the above" in filtersExclusion keyword doesn't take effectCheck the logic toggle at the bottom of the filter popup
๐ŸŸก No product profile before AI Lead ScoringInaccurate scoringFill in Settings - Product Profile first

Once you've filtered down to qualified data, move on to saving. What should you watch out for when saving?

๐Ÿš€ Up next

๐Ÿ“„ Detail 3๏ธโƒฃ ยท How to Save Qualified Leads ยท Contact Saving โ€” Tag naming formula + 3 saving strategies


๐Ÿ”— Permalink: https://laifa.xin/zhinan/02-filter-customers