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ICP (Ideal Customer Profile) Filters (JSON)

JSON filters for defining your Ideal Customer Profile. Includes firmographics, technographics, and behavioral criteria with AND/OR logic.

JSON Configuration

Ready to import directly into your CRM or marketing automation tool

"{\n  \"$schema\": \"https://optif.ai/schemas/icp-filter-v1.json\",\n  \"name\": \"ICP Filter Configuration\",\n  \"version\": \"1.0\",\n  \"description\": \"Define your Ideal Customer Profile criteria for lead filtering\",\n  \"firmographics\": {\n    \"company_size\": {\n      \"min_employees\": 50,\n      \"max_employees\": 1000,\n      \"preferred_range\": [\n        100,\n        500\n      ]\n    },\n    \"revenue\": {\n      \"min_annual_usd\": 5000000,\n      \"max_annual_usd\": 100000000,\n      \"currency\": \"USD\"\n    },\n    \"industries\": {\n      \"include\": [\n        \"Manufacturing\",\n        \"Industrial Equipment\",\n        \"Automotive Parts\",\n        \"Electronics Manufacturing\"\n      ],\n      \"exclude\": [\n        \"Government\",\n        \"Non-profit\"\n      ]\n    },\n    \"geography\": {\n      \"countries\": [\n        \"US\",\n        \"CA\",\n        \"UK\",\n        \"DE\"\n      ],\n      \"regions\": [\n        \"North America\",\n        \"Western Europe\"\n      ],\n      \"exclude_states\": []\n    }\n  },\n  \"technographics\": {\n    \"required_tools\": [\n      \"Salesforce\",\n      \"HubSpot\"\n    ],\n    \"preferred_tools\": [\n      \"Slack\",\n      \"Zoom\"\n    ],\n    \"competitor_tools\": {\n      \"exclude_if_using\": [\n        \"Competitor CRM\"\n      ],\n      \"target_if_using\": [\n        \"Legacy CRM\"\n      ]\n    }\n  },\n  \"engagement_signals\": {\n    \"website_activity\": {\n      \"min_page_views\": 3,\n      \"required_pages\": [\n        \"/pricing\",\n        \"/demo\"\n      ],\n      \"time_window_days\": 30\n    },\n    \"email_engagement\": {\n      \"min_open_rate\": 0.2,\n      \"min_click_rate\": 0.05\n    }\n  },\n  \"scoring_weights\": {\n    \"firmographics\": 0.4,\n    \"technographics\": 0.3,\n    \"engagement\": 0.3\n  },\n  \"thresholds\": {\n    \"hot_lead\": 80,\n    \"warm_lead\": 50,\n    \"cold_lead\": 20\n  }\n}"

💡 Usage Tip

Paste the copied JSON into a text editor, save as .json format, then import into your CRM.

Usage Tips

  • 1Download the config and review field definitions before implementing
  • 2Test with a small subset of leads before applying to your full database
  • 3Customize the threshold values based on your historical conversion data
  • 4Document any changes you make for team alignment and future updates
  • 5Set a 30-day review cycle to tune based on actual performance

Example Use Cases

Scenario

RevOps team at a 50-person SaaS company needed to implement lead scoring from scratch.

Result

Used this config as baseline, customized thresholds based on their data. Scoring live in 2 days vs. 2 weeks estimated.

Scenario

Sales ops manager replacing legacy scoring system that nobody trusted.

Result

This config provided transparent, documented rules. Team adoption 100% in first week because they understood the logic.

Who It's For

👤 All RevOps

Pain Points:

  • •Inconsistent follow-up from team members
  • •Difficulty measuring ROI of sales activities
  • •Reps spending too much time on manual tasks
  • •Pipeline visibility and forecasting challenges
  • •Slow response times to inbound leads

Goals:

  • •Ensure 100% follow-up compliance
  • •Prove ROI of sales initiatives
  • •Free up 10+ hours/week per rep
  • •Improve forecast accuracy to 90%+
  • •Achieve <5 minute lead response time

How to Use

  1. 1

    Review the configuration

    Understand each field and how it affects behavior.

  2. 2

    Customize values

    Adjust thresholds, weights, and rules for your use case.

  3. 3

    Test in sandbox

    Apply the config to a test environment first.

  4. 4

    Monitor results

    Track how the configuration affects outcomes.

  5. 5

    Iterate based on data

    Refine values based on observed performance.

Related Resources

📄
template
template

json-config-intent-thresholds-all-001

Related All template

📄
template
template

json-config-lead-scoring-rules-all-001

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📄
guide
guide

Lead Scoring Guide

How to implement lead scoring

Frequently Asked Questions

Click "Copy Template" to add it to your Optifai workspace. Then customize the trigger conditions, email content, and actions to match your specific use case and brand voice.
Yes, all templates are fully customizable. You can change triggers, conditions, email content, actions, and timing. Your modifications won't affect the original template.
This template works with major CRMs (Salesforce, HubSpot), email providers (Gmail, Outlook), and communication tools (Slack, Teams). Check the requirements section for specific integrations.
Optifai automatically tracks actions through to revenue outcomes. The ROI Ledger shows which automated actions led to meetings, opportunities, and closed deals, with holdout-measured attribution.
Each action or attribute adds or subtracts points from a lead's score. When the score crosses thresholds (e.g., 80 = Hot), automated actions trigger. Scores decay over time if no activity.

Have more questions? Feel free to contact us.

Automate Your Sales with Optifai

Use this template in Optifai for fully automated trigger detection → email sending → performance tracking.