In this video, I explain how to exclude current clients from Apollo.io sequences to avoid reaching out to them through cold outreach. I demonstrate how to set up the default rule set in the sequence rule sets, which ensures that Apollo does not send emails to current clients. I also mention that in another video, I will show how to set up a separate rule set for targeting current clients for upsell or cross-sell opportunities. Important data includes the field that needs to be updated in the account record (account stage) and the unique identifier (domain). No action is requested from the viewers in this video.
