Foundations
ICP briefs
Define your ideal customer once. Every tool — extraction, scoring, Engage and done-for-you — reads from the same approved brief.
What a brief is
An ICP brief is a reusable definition of your ideal customer that every NameToProfile tool scores and builds against. Creating one is what makes qualification consistent across your whole stack — and across your team.
- Product & value proposition
- One or more ICP segments — titles, seniority, functions, industries, geographies, company size and type
- Buying signals (triggers like job changes, hiring, funding, posts)
- Disqualifiers (hard rules that mean “not a fit”)
- Positioning & voice (so outreach sounds like you)
Create a brief
- 1Generate — From your dashboard (answer a few questions about your product, or start from your website) or from the Engage extension. An LLM drafts a structured brief in seconds.
- 2Review & approve — Edit any field, then approve. A brief must be approved before any tool or done-for-you order can use it.
- 3Use it everywhere — Extraction keeps matching rows, Fast/Deep scoring ranks fit, Engage drafts in its voice, and done-for-you builds to spec.
Creating a brief is charged in credits (see the pricing page for the live figure). Editing fields is free; regenerating from scratch is charged like a new brief.
Good to know
- You can keep up to 3 active briefs — handy for distinct segments or, for agencies, one per client.
- Each score records which brief it used, so results stay auditable.
- Create a brief from the Engage extension to calibrate it to your own writing voice.
- Briefs belong to your account and are used only by your own tools.
Troubleshooting
| Problem | What to do |
|---|---|
| “No briefs available” in an extension | Click Refresh briefs. Only approved briefs appear — approve it in your dashboard first. |
| A tool says the brief isn't approved | Open the brief in your dashboard and approve it; tools only score against approved briefs. |
| “Brief unavailable — retrying as generic” (Engage) | The selected brief was archived. Pick an approved brief and try again. |
| Every prospect shows the same segment | Normal if your brief has a single segment — the real signal is the score and verdict, which differ per lead. |
Related
Still stuck? Contact support or browse the support center.