Lead Data Layer

ICP

Defining who counts as a fit, so scoring, routing and campaign targeting all agree on the answer.

Your ICP is one definition, written once in the Leads Hub, that more than one system reads.

ICP configuration

What Goes in It

SectionFields
Name and descriptionA name (you can keep more than one ICP) and an optional description
Target company infoIndustries, company size, annual revenue range, target geography
Target personaPreferred job titles (from a list, or custom), seniority levels, keywords in the company description, technology used
Assign importanceA weight from 0 to 100% each for industry, company size, geography, revenue, job title, seniority, website behaviour and technologies

Industries, company size, revenue range, geography, job titles and seniority are required. The weights decide how much each dimension counts, and skipping them is why a score does not match your intuition.

Write the Exclusions down Somewhere

The builder asks who you want. It does not ask who you do not, and an ICP that only describes the good case ranks a competitor doing research above a mid-market buyer one headcount short.

Put the negative half in prose where an agent will read it: product/icp.md in your Vault, listing the accounts you never want to sell to and why.

Where Else It Is Read

ReaderWhat it does with the ICP
Lead scoringFit, weighted by the importance sliders. Change the ICP and future scores move, so make it a deliberate change.
RoutingSurface routes on the ICP, territory and ownership rules your team already has, rather than new ones you invent here.
Campaign AgentsICP definitions are one of the inputs a campaign agent reads as evidence, alongside qualified leads, opportunities and approved sources.

The Vault copy is the same definition in prose, not a second reader. Keep the two in step: a campaign that targets the wrong people is usually a structured ICP that was updated and a product/icp.md that was not.

Revising It

Twice a year, driven by evidence rather than opinion:

Look at closed-won, not at the deck

Segment the accounts you won in the last two quarters. Compare that shape to the ICP you wrote.

Look at closed-lost for fit reasons

Deals lost as "not a fit" mean an ICP that is too broad, or routing that ignored it.

Change one dimension at a time

Widening industry and lowering the size floor in the same week makes it impossible to tell which change moved the score.

Tell sales before the scores move

Fit is one half of the score reps work from, so an ICP change is a conversation with them rather than a config change.

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