Closed-Won Lookalike Workflow
Outbound
Automation
Prospecting
Data
The companies you already closed are the most accurate target list you own. This workflow reads them, then goes and finds more like them.
More of the customers
you already closed.
Your closed-won deals are the best description of a good customer you have. This workflow finds what those customers have in common, builds the ICP from it, and gives your outbound team a ranked list of companies that look like them.
What is a closed-won lookalike workflow and how we set it up?
Your best customers are the proof of what a good customer looks like. This workflow finds more companies like them.
Most target lists are built on opinion. Somebody picks an industry, a company size and a few job titles, and thousands of companies come back that match the filter and nothing else. Meanwhile the best description of a good customer is already in your CRM: the deals you won.
This workflow starts there. You choose which wins you want more of, because the accounts that pay most, close fastest and stay longest are rarely the same companies. Then it turns those wins into a profile, searches for companies that match, removes everyone you should not contact, and ranks the rest.
Your outbound gets a list where every company comes with a reason: which customer it looks like, and why. That reason is what makes the first message land.
Closed-won lookalike workflow tools
Three lookalike engines search in three different ways, which is exactly why we use all three. Clay collects what they find, removes the duplicates, and scores every company against the customers you chose. Your CRM supplies the exclusions, LeadsFactory finds the buyers, and your sending tools start the outreach.
HubSpot
CRM
Salesforce
CRM
Clay
Enrichment
Claude
AI
Ocean.io
Data
Discolike
Data
AI Ark
Data
LeadsFactory
Scraping
Instantly
Sending
Lemlist
Sending
HeyReach
