Describe your ideal customer for outbound
See and change the target profile outbound works from: titles, industries, company sizes and region, plus named accounts and voice.
#See your target profile
Your target profile is set with you during setup: the titles, the industries, the company sizes and, where it matters, the region you want to reach.
Open Settings. The Target accounts (ICP) card shows the current profile. Beside it, the Cadence card shows the outbound rate.
#Change who is targeted
- On the Target accounts (ICP) card, press + Add.
- Describe what to target differently in the box, for example a new industry, a title to add or a segment to drop.
- Press Send. The message says Sent to your TruLata team with a ticket number.
#Name specific businesses
Want particular companies? Send them the same way. Each named business is researched on its own, opened with something specific about it, and reviewed by a person before it is queued. Named accounts travel apart from the weekly run.
#Change how the openers sound
Press Edit on the Brand voice & tone card, describe the change and press Send. The drafts that follow use the new brief. A draft already in the queue keeps its text.
#Questions
Can I change the profile myself without a request?
Changes from the screen reach the engine as a logged request to your team, which keeps the record complete. The profile is updated for the next run.
How do I pause outbound?
Ask through the same targeting card. See Pause or resume outbound.
Related articles
Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

