> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Build an Account List

> Describe your ideal company in plain language and get a reviewed table of accounts on the canvas, then grow, trim, and enrich it.

**You will end up with:** a named table of companies on the canvas, each with website, industry,
size, and location, ready to score or to find contacts at.

**Before you start:** nothing beyond an open companion. A connected data provider widens the
search, but Salesfinity's own data network is always there.

## Steps

<Steps>
  <Step title="Describe the company, not the search">
    Say what a great account looks like, in the words you would use to a new hire. Include
    industry, size, and geography when they matter. Do not add qualifiers you do not care about;
    the companion will not invent any either.

    ```text theme={null}
    Build me a list of 50 B2B SaaS companies in the United States with 50 to 500 employees
    that sell to sales teams.
    ```

    The companion plans the search, runs it, and lands the results on the canvas as a table named
    after your ask, something like "US B2B SaaS, sales tools".
  </Step>

  <Step title="Read the on-target count">
    The reply tells you how many rows look on target. The companion keeps every row it found so
    you can judge for yourself; nothing is deleted without you asking. If the count is low, the
    companion already refined and searched again. If it is still low, sharpen the description.

    ```text theme={null}
    Too broad. Only companies whose product is used by SDR or inside sales teams.
    ```
  </Step>

  <Step title="Grow or trim">
    The working list is remembered for the conversation, so "more" means more of the same.

    ```text theme={null}
    Find 25 more like these.
    ```

    ```text theme={null}
    Remove everyone outside the US and anyone under 50 employees.
    ```

    Trimming uses the columns the table already has. It is free and instant.
  </Step>

  <Step title="Add the free columns">
    Firmographics for companies are free. Ask for what will help you decide.

    ```text theme={null}
    Add industry, headcount, and HQ location to every row.
    ```
  </Step>

  <Step title="Save a pasted list instead">
    If you already have company names, paste them. The companion keys each one by domain and
    puts them on the canvas as a table you can work exactly like a sourced one.

    ```text theme={null}
    Put these on a list: Gong, Outreach, Salesloft, Apollo, Orum, Nooks.
    ```
  </Step>
</Steps>

## What happens behind the scenes

The companion hands your request to its sourcing specialist. The specialist parses the ask into
a structured plan, decides whether you want companies or people, and picks the sources. For a
"build me a list" request it sources, checks how many rows are on target, and automatically
retries with new, non-overlapping angles until the list is good. Results append to the working
list; a new table is started only when you ask for a materially different audience.

## Prompts to try

```text theme={null}
Find 30 mid-market logistics companies in Texas that run their own fleet.
```

```text theme={null}
List fintech startups in the UK that raised a Series A or B in the last 18 months.
```

```text theme={null}
Start a new list: hospitals and health systems in the Midwest with 1,000+ employees.
```

```text theme={null}
Name this list "Q4 Texas logistics".
```

## Next

<CardGroup cols={2}>
  <Card title="Score your accounts" icon="ranking-star" href="/tutorials/score-accounts">
    Rank the list by your own history and ICP fit.
  </Card>

  <Card title="Find contacts at target accounts" icon="users" href="/tutorials/find-contacts">
    Turn accounts into people you can dial.
  </Card>
</CardGroup>