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Sales Navigator Search Setup

1. Geography​

  • United Kingdom → Midlands first (local trust factor), then expand UK-wide
  • Later: add US, Canada, Australia for scale

2. Company Filters​

  • Industry: Marketing & Advertising, Design Services, IT Services

    (these catch digital, creative, and branding agencies)

  • Company headcount:

    • 2–10 → very small agencies (good for quick wins, but budgets tighter)
    • 11–50 → sweet spot (need partners, enough volume, not full in-house)
    • 51–200 → bigger agencies, higher budgets, often need overflow

👉 Suggest running separate lists per size bracket.

3. Role/Title Keywords (Leads)​

Use the “Current Title” filter - include:

  • Owner
  • Founder
  • Managing Director
  • Agency Director
  • Creative Director
  • Operations Director
  • Project Manager
  • Account Manager

👉 Owners/MDs = best for small agencies

👉 PMs/Ops = best for medium/large agencies

4. Seniority Level (Optional)​

  • CXO
  • Director
  • Partner
  • Manager

5. Keywords (Optional for Tightening)​

Search: “WordPress”, “Web Development”, “WooCommerce”

→ Filters for agencies who openly advertise WP as a service (more likely to outsource).

6. Build Saved Lead Lists​

Example lists you can create in SN:

  • UK - Agencies 11–50 staff - Owners/Directors
  • UK - Agencies 51–200 staff - Ops/PMs
  • US - Creative Agencies - Owners/MDs

Each list = ~100–200 prospects → perfect chunk for a VA to work on for 1 month.

📌 Example Search Setup in SN

  • Geography: United Kingdom
  • Company Headcount: 11–50
  • Industry: Marketing & Advertising
  • Title Keywords: Owner OR Founder OR Managing Director

= All small–mid agency owners in UK.

Save as list: “UK Agency Owners (11–50 staff)”.