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Lead Finder
Lead Finder
Updated this week

How to Use the Lead Finder

The Lead Finder tool in B2B Rocket helps you discover potential leads efficiently by filtering through people and companies. This guide will walk you through each feature and best practices to maximize your results.

Understanding the Lead Finder Tabs

The Lead Finder is divided into three main sections:

  1. People – Find individuals using advanced filtering options like location, job title, and industry.

  2. Companies – Discover businesses without needing individual contact information.

  3. Exports – View, manage, and download previously exported lead lists.

How to Use the People Tab

The People tab helps you find specific individuals based on various filters. Here’s how to refine your search:

1. Filtering by Location

  • Enter a city, state, or country to find people in a specific area.

  • This filter targets the individual's current location, not the company's headquarters.

  • Use the "Exclude Locations" option to remove certain regions from your search.

💡 Tip: If targeting remote employees, be flexible with location settings to increase your results.

2. Filtering by Industry

  • Start typing an industry name (e.g., "Marketing") and select from the dropdown list.

  • You can also manually enter an industry and press Enter to confirm.

  • Use the "Exclude Industries" option to remove industries irrelevant to your search.

💡 Tip: Your target audience/ companies might categorize themselves on a different industry than the one you will think, we recommend to use mostly keywords to identify your target audience. Eg: Amazon might be an e-commerce, but they are also a technology company, or a digital streaming company.

3. Filtering by Name or Company Domain

  • Search for individuals by entering their full or partial name.

  • Use the "Exclude" option to filter out specific people from your results.

  • Find employees of a particular company by entering a company’s domain (e.g., example.com).

💡 Tip: If you are looking for decision-makers in a specific company, use both the Name and Job Title filters together.

4. Filtering by Number of Employees

  • Choose from predefined company size ranges (e.g., 1-10, 11-50, 51-200).

  • Enter a custom range if needed.

  • Avoid using multiple size-related filters (employees, funding, revenue) simultaneously for better accuracy.

💡 Tip: Leaving the minimum field blank can help expand results, especially for startups.

5. Filtering by Funding

  • Set a minimum and maximum funding amount to target businesses with specific financial backing.

  • Define a funding date range to focus on recently funded companies.

  • Ideal for users targeting businesses based on investment levels.

💡 Tip: Combine funding filters with industry and company size for highly targeted B2B prospecting.

6. Filtering by Job Titles and Departments

  • Search by specific job titles (e.g., "CEO," "Founder," "Marketing Director").

  • Use the department filter to find roles within departments (e.g., "Sales," "Engineering").

  • Job titles generally provide more precise results than departments.

💡 Tip: Try variations of job titles (e.g., "Head of Marketing" vs. "Marketing Director") to expand your search.

💡 Tip: Look at the titles and departments of your current clients and try to identify as many as possible. Keep in mind that when it comes to titles and department names they might be very unique and creative.

7. Filtering by Technologies Used

  • Identify companies using specific software tools (e.g., HubSpot, Salesforce, AWS).

  • Useful for targeting businesses based on their existing tech stack.

💡 Tip: Great for SaaS businesses looking to target companies using competitor tools, if you are targeting e-commerce shops, you might be searching for Shopify for example.

8. Filtering by Keywords

  • Search for companies based on specific keywords found in their names, descriptions, or SEO tags.

  • Helps in finding niche markets or specialized businesses.

💡 Tip: Use keywords that align with your ideal customer profile to enhance relevance.

9. Filtering by Buying Intent

Overview

Buying intent is a powerful filter in B2B Rocket's Lead Finder that helps identify businesses and individuals actively searching for products or services related to your offerings. By leveraging intent data, you can improve your outreach efficiency and target prospects who are more likely to convert.

What is Buying Intent?

Buying intent measures a lead's interest level in specific topics based on their online research activity. This feature allows you to:

  • Identify Active Searchers – Find businesses and individuals researching relevant industry topics.

  • Use Keyword-Based Matching – Target leads based on specific search terms (e.g., "AI for sales" or "ChatGPT Enterprise").

  • Analyze Intent Scores – Understand engagement levels with low, medium, and high intent scores.

  • View Search History Trends – Assess when a company was most active in searching for related topics.

  • Optimize Outreach Efforts – Prioritize leads more likely to be interested in your solution.

How to Use Buying Intent in Lead Finder

Step 1: Accessing Buying Intent Filters

  1. Navigate to Lead Finder and select either People or Company search.

  2. Scroll down to the Buying Intent section.

  3. Enter relevant keywords that potential leads may be searching for (e.g., "Artificial Intelligence in Sales").

Step 2: Refining Your Search

  • Select Keywords: Choose multiple relevant terms to ensure you’re capturing all possible leads.

  • Check Result Counts: As you add keywords, Lead Finder updates the number of matching leads.

  • Adjust Intent Score Levels:

    • Low – Leads with minimal but notable search activity.

    • Medium – Leads actively researching related topics.

    • High – Leads with strong engagement and high conversion potential.

Step 3: Reviewing and Exporting Leads

  1. Review the list of filtered leads and check their intent history graph.

  2. Click Select All Leads and choose Export to download the list.

  3. Alternatively, Save the Search for future use.

Best Practices for Using Buying Intent

  • Use Broad and Niche Keywords – Test different variations to capture a larger audience.

  • Combine with Other Filters – Enhance your results by filtering for industry, location, or company size.

  • Monitor Intent Over Time – Trends may change, so revisit saved searches periodically.

  • Focus on High-Intent Leads – These prospects are more likely to engage with personalized outreach campaigns.

💡 Tip: Pair buying intent filters with funding and technology filters to find hot leads faster.

How to Use the Company Tab

The Company tab works similarly to the People tab but focuses on businesses instead of individuals.

  • Ideal for account-based marketing (ABM) strategies.

  • Find companies first, then filter for employees later.

  • Best for high-level B2B outreach and partnerships.

💡 Tip: Use the Company Tab to identify the right businesses before narrowing down key decision-makers within them.

Exporting and Saving Lead Lists

Exporting Leads

  • After applying filters, select the leads you want to export.

  • Click "Export" to generate a file.

  • Large exports may take a few minutes to process.

  • Download completed exports from the "Exports" tab.

💡 Tip: Regularly export updated lead lists to stay ahead of market changes.

Saving Searches for Later

  • Click the save icon to store a search for future use.

  • Retrieve saved searches by clicking the clock icon.

💡 Tip: Use saved searches to monitor lead generation trends over time.

Adding Leads to a List

  • Click "Add to List" to save selected leads.

  • Lists may take a few minutes to update—refresh the page if needed.

💡 Tip: Organize leads into different lists based on industry, company size, or region for better campaign management.

Frequently Asked Questions (FAQs)

1. How accurate is the data in Lead Finder?

Our database is updated regularly to ensure high accuracy. However, data accuracy can vary depending on public availability and user-submitted details.

2. Can I use multiple filters at once?

Yes, you can combine multiple filters such as location, industry, and company size to refine your search results.

3. Why do some leads have missing information?

Some contacts may not have publicly available information, and certain fields (like phone numbers) may be restricted due to privacy laws.

4. How can I save my search settings?

Use the clock icon to save your search filters for quick access later.

5. How long does it take to export a lead list?

Export time varies based on the number of leads. Small lists process almost instantly, while larger lists may take a few minutes.

6. What is Buying Intent and how does it help?

Buying Intent shows companies actively searching for relevant solutions. This helps prioritize outreach to high-interest leads.

7. Can I integrate Lead Finder with my CRM?

Yes, exported files can be uploaded to most CRMs. For direct integrations, check our support documentation or contact customer support.

8. I don't find enough leads. What should I do?

If you don't find enough leads using this filter, we recommend finding other alternatives to identify your target audience as not all the companies might declare the actual number.

Getting Support

Need help using the Lead Finder? We’ve got you covered!

✅ Join our weekly onboarding webinars

🗓 Tuesdays, 12-1 PM EST (Live Q&A included)

✅ Contact our support team via live chat

💬 Available at the bottom-right corner of your screen

💡 Tip: If you're new to B2B Rocket, attending an onboarding session can help you get up to speed quickly.

By following this guide, you’ll be able to efficiently find, filter, and connect with high-quality leads to fuel your sales and outreach campaigns! 🚀

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