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Audience research

Part of Before you brief a prospecting software audience research project

How to define a lead generation software target audience

Set a lead generation target audience by role, sector, company size and buying trigger, then map those criteria to software filters and UK marketing rules.

What to take away

For lead generation, a prospecting software target audience is the named group of buyers your sales team should spend its time on, described by role, sector, company size and buying trigger. Settle that definition first, then choose tools to match it.

  • Agree the audience on one page before you compare providers, so licence spend follows a plan.
  • Interview existing customers to test whether your assumed job titles match how they actually buy.
  • Check each list against the ICO's direct marketing guidance before you import it.
  • Match the channel to the audiencerole-based targeting suits B2B, household data suits consumer-style services.
  • Review the definition each quarter, because buying groups change as companies grow.

Why define the audience before you buy prospecting software?

Tools amplify a decision you have already made. With a vague audience, software just sends more messages to the wrong people.

Before you compare providers, the Prospecting software audience research guide for England sets out how to run audience work as a routine rather than a one-off.

Start with the buying group rather than a job title. Most England-based B2B deals involve a user, an economic buyer and sometimes a finance or IT reviewer. Each needs a different argument.

Examples of prospecting tools include LinkedIn Sales Navigator, Apollo and Cognism. Map role to available job-title or seniority filters, sector to industry and company size to a headcount range. Buying triggers may need a separate signal or manual research rather than a standard filter. Review sample records against the profile and exclude those that do not fit before outreach.

One-page audience profile

  • Sector
  • Headcount band
  • Revenue band
  • Systems already installed
  • Event that starts a search

For example, a payroll software seller could target finance directors and HR leads at small and medium-sized hospitality businesses in England when they are hiring or replacing a payroll system.

A loose definition shows up as high send volumes and low reply rates. It also makes reporting harder, because nobody can say which segment produced the meeting.

How do you research that audience without a large budget?

Talk to people you can already reach. Your customer base is the cheapest research panel available to a small team.

Run five to ten research calls

  1. Book five to ten recent buyers
  2. Ask what prompted the search
  3. Ask who joined the conversation
  4. Ask which alternatives they checked
  5. Write down the phrases they use
  6. Record permission and reason for contact

Run five to ten short calls with recent buyers. Ask what prompted the search, who else joined the conversation and which alternatives they checked. Questions about past behaviour beat questions about future intentions.

Write down the phrases customers use. Those words become outreach copy, ad copy and your keyword list, which matters more than clever segmentation.

Ask what they typed into a search engine and which page they landed on. Search behaviour is easier to act on than opinions about your brand.

Record permission and the reason for contact during the call itself. Notes taken live are more reliable than a summary written a week later.

A structured script makes those calls easier to run. Follow the recent-buyer customer interview method before you book the first one.

Where does data protection change your research?

Not every audience is a company. Plenty of England-based sellers target households: home services, insurance, tutoring. Household composition data helps you size that market before you buy a list.

The Office for National Statistics publishes household characteristics data that shows whether a segment is large enough to be worth the effort.

Then test your plan against the ICO's direct marketing advice generator before the first send. It flags consent problems while they are still cheap to fix.

If you use personal data, identify and record a lawful basis under the UK GDPR. Legitimate interests may be appropriate for direct marketing, but it is not automatic: assess whether it is suitable and respect objections. PECR also governs electronic marketing; consent is generally required for unsolicited email or text to individual subscribers, subject to the soft opt-in, while different rules apply to corporate subscribers. Check the ICO's guidance for your situation.

It helps to keep suppression and screening records, so you can show why someone was removed from a list.

Which channel suits your target audience?

Audience research only pays off when the channel matches. Role-led B2B buying suits LinkedIn, where you can filter by job title, seniority and company size.

LinkedIn's small business advertising pages list the formats available, so you can plan spend against one audience rather than several.

For a consumer-style service, compare paid social with local search instead. The channel changes the message, not the underlying definition.

Budget follows the audience rather than the platform. Pick the one channel that reaches most of the buying group, then add a second once reply rates settle.

What does good look like in practice?

Use this table when the team disagrees about where to start. Each row assumes the one-page profile is already written.

Choose

You sell to named companies in England
A contact database with firmographic filters
You sell a service to households
Segment sizing plus a compliant list
Fewer than ten customers
Ten research calls with recent buyers
Several buyers in one deal
A profile naming each role
Regulated sector
ICO guidance before any send

Avoid

You sell to named companies in England
A household data file
You sell a service to households
Assuming consent carries over
Fewer than ten customers
A large licence you cannot populate
Several buyers in one deal
One persona for the whole account
Regulated sector
Testing copy on a live list

Common questions

How many people belong in one target audience?

One buying group, not one person. If two roles sign off, name both in the profile and write separate opening lines for each.

Should I buy data or build a list?

Buy when you can filter precisely and the source is compliant. Build when the audience is small, unusual or defined by a trigger only you can see.

How often should the definition change?

Review it quarterly, and after any major product change. Job titles shift faster than industries do, so check the roles first. Add the date you reviewed it, so an old profile does not get reused by mistake.

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