Keep protected accounts out of outreach
Exclude customers, competitors, open opportunities and accounts another rep is already working.
How it runs
- Step 1
Define the exclusions
Use CRM customer status, open opportunities, your competitor list and recent rep activity to identify accounts to protect.
- Step 2
Resolve company identities
Check domains, parent accounts and subsidiaries. Flag uncertain matches rather than silently blocking the wrong company.
- Step 3
Review and apply the rules
Review the accounts each rule covers and apply the exclusions to the intended outreach scope.
Keep account rules consistent
Keep protected accounts out of prospecting with explicit, reviewable exclusion rules.
| Without Unify |  With Unify |
|---|---|
| Customer, competitor and opportunity lists are checked separately. | Use account status and identity to define exclusions. |
| Two reps start outreach to the same account. | Include recent rep activity and ownership in the rules. |
| Blocked accounts disappear without an explanation. | Keep each exclusion reason available for review. |
Start from this prompt
Make it your own in Unify, then review the results.
Set up exclusions so we never contact current customers, open opportunities or competitors
What else you can ask for
The walkthrough is one path through this workflow. These are the turns people take most often.
How it changes by who you sell to
- Software
- Customer domains and competitor subsidiaries are the usual gaps. Ask Unify to include subsidiaries and product-brand domains in each exclusion, not just the parent.
- Professional services
- An exclusion may apply to an entire group or to one client entity. Ask for the rule to be set per entity, and for a list of group members it did not include so you can decide.
- Financial services
- Subsidiaries and brands share a parent, so exclusions have to follow the corporate tree. Ask Unify to resolve each customer to its parent and exclude everything under it.
- Manufacturing
- Plants and divisions carry different domains. Ask Unify to resolve them to one account before excluding, and to list the domains it found so nothing at a plant slips through.
- Healthcare
- Systems own facilities under different names, and a customer at the system level covers them all. Ask for the exclusion to include every facility under each customer system.
Next in operations and data
+3Account distributionBuild tomorrow's booksEvery evening, the accounts worth working tomorrow are ranked, split across the team by territory and load, and handed to each rep with a verified contact and the reason.
Deal next stepsGive every open deal a next stepTurn the latest activity and unresolved questions into one concrete action for each opportunity.
+7Data qualityKeep account and contact data currentFill the gaps, match new lists against what you have, and keep records with the people who own them.
Connect what this workflow uses
Each guide covers the connection, what Unify reads and writes, and what to check before the first run.
Questions about this workflow
What can be excluded?
Current customers, open opportunities and competitors, by domain, so no workflow contacts them by accident.
Where does the customer list come from?
Salesforce or HubSpot. Unify reads customers and open deals from there and keeps the exclusion current as they change.
Does it cover subsidiaries and other domains?
Ask it to. Unify resolves brands, subsidiaries and plant domains to the parent so the exclusion follows the corporate tree.
Can I review the exclusion list?
Yes. The answer lists what it excluded and why, and you can add or remove companies before it is applied.