Segment leads by criteria

Segment all inbound leads from the last 30 days into three buckets: high-fit (company size 500–5,000, title contains VP or Director, industry SaaS), medium-fit (company size 100–499, title contains Manager or Head), and low-fit (others). Tag records accordingly, create views for each bucket, and notify the SDR queue for high-fit immediately.

Before I apply these segments, make the segmentation defensible: show the exact rules that assign someone to high, medium, or low fit, surface edge cases (missing size or title), and add fallback rules so leads without company size default to medium-fit instead of low. Flag any segment that would exceed 200 leads and suggest a priority subfilter to keep high-fit actionable.

Our new segmentation rule dumped dozens of leads into low-fit because company size was blank. I’m worried we missed mid-market prospects. I cannot tell how often size is missing or if those records are truly low priority. What’s the most likely diagnosis and the best fix to adjust segmentation so unknown sizes don’t become auto-binned low-fit?

We keep losing potential mid-market opportunities because segmentation treats missing company size or title as low-fit by default. That funnels real prospects into the wrong queue and delays outreach. Suggest one habit to change: a rule that routes unknowns into a verification queue with a two-question enrichment attempt, and explain a lightweight metric I should watch weekly to confirm it’s working.