Choose roles, locations and exclusions

Build a target that follows your objective, with relevant people and clear boundaries instead of a large undirected prospect list.

Before you begin#

Access to your Kite workspace. Keep your objective in plain language.

Follow the steps#

1. Check the audience in your brief. Write the company or person profile that makes sense for the relationship you want. A buyer objective, a distributor objective and an investor objective can need different people.
2. Choose relevant roles on Decision-makers. Select people likely to influence or make the decision. Use the role search or add a role where the screen supports it. A title is a starting hypothesis; actual decision authority is confirmed in conversation.
3. Check locations and must-have fit. Use your real service area, languages, delivery constraints or relationship requirements. Include existing customers, competitors and unsuitable businesses in your exclusions where appropriate.
4. Keep do-not-contact controls explicit. Someone who opted out must stay suppressed when you change targeting. An exclusion in prose is not a reason to ignore the workspace’s do-not-contact records.
5. Choose research depth available to your plan. Fast uses filters and available data. Verified adds a front-page read that can rule out a clear mismatch; a silent or unreadable page does not prove fit. Deep researches against criteria and leaves unproven facts open. Check the available choice in your account.
6. Review the effect on Reach. Discovery alone does not consume Reach for that event; sourcing a unique person into a mission does. Bringing a list is optional, and importing does not establish interest or bypass allowance rules.

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Choose the right people

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What you should see#

The saved target should describe why the people are relevant, not just how to find many names. A profile match or verified fit identifies someone to pursue; it does not establish willingness to talk or satisfy every Introduction criterion. New missions default to Fast; subscribing does not automatically select a deeper mode.

If something is missing#

If your market is too broad, narrow it by the reason to engage and genuine fit constraints. If it is too narrow, separate essential conditions from preferences rather than lowering the Introduction standard. If you already have contacts, review source, field mapping and destination through the supported import flow. Do not upload an unreviewed list merely to bypass a start hold.

Work with your agent#

Use the task below to prepare a useful next step. Give your agent current University guidance and only the business information it needs. Ask it to separate facts, assumptions and decisions that need your answer. If its tools cannot read something, the answer is unknown.

Review this proposed audience against my objective. Suggest relevant roles and geography, identify exclusions and explain which criteria are essential versus preferences. Flag missing evidence. Do not source or import people, reveal paid contact data, or assume a matched profile is interested.

Prepare guidance only. Do not change settings, create or start work, connect accounts, send messages, enroll contacts or spend money. Use current tool discovery; never invent capabilities or record IDs. Show missing evidence and the next step for me to review in Kite.

Check your next step#

The roles are relevant to the objective. Complete the readiness notes below, then use your Kite workspace to confirm what is actually saved. Checking a box here does not change your account.