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Phase 2: Explore & Execute

Updated over 2 months ago

Purpose: Learn how to actively use AiXUP’s search tools and understand your data.

This phase is where you begin running searches, testing different data sources, and building your first lead lists. The goal is confidence and hands-on familiarity with the platform.

What You’ll Accomplish in Explore & Execute

  • Run your first searches across multiple data types

  • Understand how credits are used

  • Learn how to save, organize, and tag leads

Phase 2 Checklist

Run a People Search
Learn how to find decision-makers and professionals.

Run a Local Search
Identify local businesses based on location and category.

Run a Company Search
Target businesses by industry, size, and firmographics.

Run a Domain Search
Analyze companies based on their website data.

Run an Influencer Search
Find influencers and content creators aligned with your goals.

Understand How Credits Work
Learn when credits are consumed and how to manage usage efficiently.

Save and Organize Lead Lists
Create structured lists for follow-up and automation.

Understand Search Result Data
Interpret data fields to improve targeting and strategy.

Tag Your Lists for Automation
Prepare your lists to trigger workflows and AI agents.

Why This Phase Matters

Phase 2 bridges setup and automation. Once this phase is complete, you’ll fully understand how AiXUP generates and structures lead data.

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