Wrong Leads Being Found

When Leads Don't Match Your Expectations

If your agent is finding leads that don't fit your target audience, here's how to diagnose and fix it.

Step 1: Review Your Campaign Settings

The most common cause is vague targeting:

Problem	Example	Fix
Too broad industry	"Services"	Be specific: "Plumbing services"
No location limit	"United States"	Narrow: "Portland, OR metro area"
Vague criteria	"Small businesses"	Specific: "Businesses with 5-20 employees"
Missing qualifiers	"Restaurants"	Add: "Restaurants without a website"

Step 2: Check Your Campaign Goal

Your goal guides your agent's lead search. A vague goal produces vague results:

Before: "Find potential clients in the area"

After: "Find family-owned pizza restaurants in downtown Portland that don't have online ordering"

Step 3: Give Your Agent Direct Feedback

Open chat and tell your agent what's wrong:

• "The last 5 leads were all franchises — I only work with independent businesses"
• "Stop finding businesses outside the Portland metro area"
• "I need businesses with a physical location, not online-only companies"

Your agent will adjust its search strategy based on this feedback.

Step 4: Review and Filter

Go to your Leads page and:

1. Review the leads your agent has found
2. Mark irrelevant leads as "Not a fit" (this teaches your agent)
3. Look for patterns in the good leads vs. bad leads
4. Use those patterns to refine your campaign goal

Common Lead Quality Issues

Issue	Likely Cause	Solution
Leads in wrong industry	Broad industry targeting	Specify industry more precisely
Leads too far away	No location constraint	Add city/area to campaign
Enterprise companies	No size filter	Mention "small businesses" in goal
Defunct businesses	Stale public data	Agent verifies before outreach; report persistent issues
Leads already using a competitor	Natural overlap	Mention competitors to avoid in chat

Still Getting Wrong Leads?

If you've refined your targeting and given feedback but leads are still off, submit a help ticket with:

• Your campaign name and goal
• Examples of 3-5 leads that don't fit
• What type of leads you actually want