Use Case: Lookalike Discovery

Find more companies like the ones that already convert.

Start from the customers you want more of, extract what they have in common, and search the market for businesses that match on the attributes that actually predicted the deal.

LeadX search results showing filing, company, and contact details

Your best segment is usually narrower than your ICP document says.

Written ICPs tend to describe an industry and a size band. Actual closed-won accounts often share something more specific: a class of equipment financed, a lender relationship, a web footprint, a regional pattern. LeadX lets a profile be built from those observable attributes rather than from a category, so expansion follows the evidence.

How It Works

The steps this workflow actually takes.

Profile

Describe what converts

Firmographics, industry, geography, technology and web signals, reputation, and financing behaviour.

Match

Search on the whole profile

Combine attributes rather than filtering on one dimension at a time.

Rank

Prioritise by closeness

Sort candidates by how many profile attributes they share with the seed set.

Act

Export with contacts

Matches arrive with decision makers attached and can be pushed to CRM.

Where It Applies

Common variations on this workflow.

Customer expansion

Grow a segment that already performs instead of testing a new one.

New market entry

Carry a proven profile into a different geography or adjacent industry.

Channel targeting

Find businesses matching a partner's or dealer's customer base.

Win-back and upsell

Locate current accounts resembling your highest-value ones.

Common Questions

Lookalike Discovery questions, answered.

What is lookalike discovery in B2B?

It is finding companies that resemble a chosen set of existing customers across observable attributes — industry, size, geography, web presence, technology, reputation, and financing behaviour — rather than filtering the market on a single category.

How is this different from a standard filtered search?

A filtered search applies criteria you specify. Lookalike discovery starts from accounts that already worked and searches on the combination of attributes they share, including ones you might not have thought to filter on.

What attributes can a lookalike profile use?

Firmographics such as industry, NAICS and SIC, employee count and revenue range; location; website and technology signals; Google review and BBB reputation; and financing activity drawn from UCC filings and equipment ownership.

How many seed accounts do I need?

Enough that shared attributes are a pattern rather than a coincidence. A handful of accounts will surface obvious commonalities; a larger, more consistent set produces a profile that discriminates better between close and loose matches.

Can I build a lookalike profile from equipment ownership?

Yes, and in equipment-heavy markets it is often the sharpest signal. Fleet composition, manufacturer, and equipment category describe what a business actually operates, which frequently predicts fit better than industry code alone.

Can matches be pushed into a CRM?

Yes. Results export directly or sync to HubSpot, Salesforce, Zoho, Pipedrive, and Microsoft Dynamics, and the same query is available through the API.

See It On Your Data

See this workflow run against your market.

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