Key points
- Separate IT strategy from operational responsibilities.
- Start with a company website and one title group.
- Review current role and company before accepting a row.
Build an IT decision-maker list from companies you can name. Decide whether you need someone who owns IT strategy or the person responsible for day-to-day internal IT. The role you need depends on what you sell and how decisions are made at each account.
Choose titles that match the responsibility
| Responsibility | Starting titles | Review question |
|---|---|---|
| Technology strategy and executive sponsorship | CIO, Chief Information Officer | Does the person own the technology decision for this company or only for one division? |
| Internal IT planning and delivery | Head of IT, Head of Information Technology | Do they lead internal IT, an infrastructure team or another function? |
| Operational evaluation and implementation | IT Director, Director of IT, Director of Information Technology | Does the role cover the service you are offering? |
Employer size and reporting structure affect which roles exist. Review CTO, security and engineering titles separately if those teams are relevant to your offer. For an overview of IT management responsibilities, see the BLS occupational guide.
Start with a small company list
- Keep a source file with company name, website and your CRM account ID. Normalize the websites and keep the original IDs.
- In free Preview, add one company website and one title group. Use full titles alongside acronyms and set the contact country when the person’s location matters.
- Start with all profiles to check role coverage. If work email is required, run a separate check with that filter. Record which filters were used with each count.
- Review exact zero, estimate and unavailable counts separately. If the count is unavailable, try a smaller group or one company. If a known company returns zero, check its site and role naming before drawing a coverage conclusion.
For CSV import, company coverage and keeping source domains in the output, see the company domain workflow.
Try the process with a two-company example
Use the following fictional input to plan the search. Run each title group separately so you can see which roles generated the result.
account_id,company_website,title_group
demo-01,northstar.example,CIO
demo-02,rivergate.example,IT DirectorIn your real file, enter the actual company websites. If a company has no CIO in the count, check whether a Head of IT or an IT Director covers the responsibility. Keep both attempts in your worksheet and use your account ID to bring the findings together.
Review responsibility before accepting a row
Use the employer’s public team page or the person’s public profile to review current affiliation and title. Keep the review date and a source link. For example, accept a current Director of Information Technology with responsibility for internal systems. Put a Sales Director or a former IT Director into the excluded or review group, even if other columns are populated.
In your output, keep the source account ID, matched domain, full title, public profile URL and review outcome. Add work email only when it is needed, and treat availability and deliverability as separate checks. For a known public profile URL, use LinkedIn Lookup.



