slug: build-target-account-list
type: recipe
format: usecase
audience: sales
status: published
title:
  en: Build a target account list by industry, size and growth
  zh: 按行业、规模和增长做目标客户名单
dek:
  en: Turn an ideal customer profile into filters, watch the list shrink as each one is added, and read only the companies that are left.
  zh: 把理想客户画像写成筛选条件，看着名单随每个条件变短，最后只读剩下的公司。
datasets: [companies]
integration: [rest, mcp]
topics: [sales, company-research]
regions: [US]
snapshot: 2026-09-30
published: 2026-09-30
exploration_credits: 9
agent_run: { low: 9, high: 33, cap: 40 }
highlights:
  - value: "7,176"
    label:
      en: US software companies with 50 to 500 staff
      zh: 家 50 到 500 人的美国软件公司
  - value: "1,567"
    label:
      en: of them grew headcount 20% or more in a year
      zh: 家一年里人数增长 20% 以上
usecase:
  who:
    en: A founder or sales lead who has written down an ideal customer profile and needs the list of companies that fit it, sized before anyone starts writing emails.
    zh: 已经写好理想客户画像、需要一份符合画像的公司名单的创始人或销售负责人：先把名单大小算清楚，再让人开始写邮件。
  ledger:
    file: ledger.json
    steps:
      - group: country
        label: { en: "Headquartered in the United States", zh: "总部在美国" }
        clause: 'headquarters.country eq "United States"'
      - group: industry
        label: { en: "In software development", zh: "行业是软件开发" }
        clause: 'industry match "software development"'
      - group: size
        label: { en: "50 to 500 staff", zh: "50 到 500 人" }
        clause: 'headcount gte 50, lte 500'
      - group: growth
        label: { en: "Headcount up 20% or more in a year", zh: "一年里人数增长 20% 以上" }
        clause: 'headcount_growth_yoy_pct gte 20'
  figures:
    - file: states.json
      title:
        en: The 1,567 accounts, by headquarters state
        zh: 这 1,567 家公司，按总部所在州
      note:
        en: The state the company lists as its headquarters. Other is the rest of the 1,567.
        zh: 公司登记的总部所在州。其他是 1,567 家里剩下的。
      labels:
        California: { en: "California", zh: "加利福尼亚" }
        New York: { en: "New York", zh: "纽约" }
        Texas: { en: "Texas", zh: "得克萨斯" }
        Massachusetts: { en: "Massachusetts", zh: "马萨诸塞" }
        Washington: { en: "Washington", zh: "华盛顿州" }
        other: { en: "Other states", zh: "其他州" }
      legend:
        value: { en: "Companies", zh: "公司数" }
  reads: [name, website, headcount, headcount_growth_yoy_pct, headquarters.city, headquarters.state, industry, last_funding.date]
  next:
    - title: { en: "Read the list", zh: "读出名单" }
      body:
        en: Ask the agent to read the first 100 companies (about 24 API Credits) and write them to a table with website, headcount and growth. It asks before reading the rest.
        zh: 让 agent 先读出前 100 家公司（大约 24 API Credits），写成一张带官网、人数和增长的表格。剩下的会先问你再读。
    - title: { en: "Find who is hiring", zh: "看谁在招人" }
      body:
        en: Growth in headcount is one signal; open postings for the role you sell to are a sharper one. See the next use case.
        zh: 人数增长是一个信号，招你所卖产品对应的岗位是更直接的信号。见下一个场景。
    - title: { en: "Find the people to contact", zh: "找到联系人" }
      body:
        en: For each account, search profiles by company and title to find the likely buyer, then unlock a work email only where you need one.
        zh: 对每家公司，按公司和职位找到可能的决策人，只在需要时再解锁工作邮箱。
  faq:
    - q: { en: "Is headcount the company's real size?", zh: "人数就是公司真实规模吗？" }
      a:
        en: It is the headcount on the company record visible through the Metix AI Platform, which follows what the company publishes. Treat it as an estimate.
        zh: 这是 Metix AI Platform 上公司记录里的人数，跟着公司自己公开的信息走，当作估算看。
    - q: { en: "Why does the first step say 100,000+?", zh: "第一步为什么显示 100,000+？" }
      a:
        en: Above a threshold the API returns a band instead of an exact total, so a broad filter reads 100,000+. Narrower steps are exact.
        zh: 数量超过一定阈值时，API 返回的是区间而不是精确总数，所以很宽的条件显示为 100,000+。后面更窄的步骤都是精确数字。
  method:
    - title: { en: "Population", zh: "统计范围" }
      body:
        en: Companies visible through the Metix AI Platform on September 30, 2026, filtered by headquarters country, industry, headcount and year-over-year headcount growth.
        zh: 2026 年 9 月 30 日通过 Metix AI Platform 可见的公司，按总部国家、行业、人数和人数同比增长筛选。
    - title: { en: "Limits", zh: "局限" }
      body:
        en: Industry is the one the company chose, so a data company may list itself elsewhere. Growth is missing for some companies, and they drop out at the last step.
        zh: 行业是公司自己选的，数据公司也可能选了别的行业。有些公司没有增长数据，会在最后一步被排除。