The Scenario
You're a business development manager and your pipeline review is this afternoon. Your VP asked you to walk through the segmented prospect list from last month's LinkedIn pull — 150 contacts, broken out by SMB, mid-market, and enterprise — so the team can decide which segment to prioritize for Q3 budget.
The problem: the list was never segmented. You have the LinkedIn URLs in column A of your Excel workbook. Nobody ran AeroLeads on them. Nobody built the segments.
The bad version:
- Run AeroLeads enrichment on the 150 URLs, wait for results, download the CSV
- Copy the enriched data into the workbook, spend twenty minutes matching columns
- Open the company size field, notice it's inconsistently formatted — some say "51-200 employees," some say "50-200," some are blank
- Build a nested IF formula to assign segments, discover the formula breaks for the blank rows, fix it cell by cell
- Manually add the Segment column header, format the cells, re-sort by segment, and screenshot the breakdown for the deck
You have two hours before the pipeline review. You are not spending ninety minutes of it on formula debugging.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook layout, understands what you're working toward, and through its built-in AeroLeads integration it can enrich the contact list and apply the segmentation logic in one pass.
Enrich all LinkedIn URLs in column A with AeroLeads, then sort the results by company name and add a 'Segment' column based on the company size field: SMB for under 200 employees, Mid-Market for 200 to 1000, Enterprise for over 1000
What You Get
- Columns B through E: name, email, company, and company size as returned by AeroLeads
- Column F: a Segment label — "SMB," "Mid-Market," or "Enterprise" — assigned based on the company size field
- Rows with no company size data labeled "Unknown" rather than left blank, so nothing falls off the segmentation grid
- The full list sorted by company name within each segment group
What If the Data Is Not Quite Ready
The company size field comes back inconsistently — some numeric ranges, some blank
AeroLeads sometimes returns company size as a range like "201-500" rather than a single number, which makes threshold logic complicated.
Enrich all LinkedIn URLs in column A with AeroLeads, extract the lower bound of the company size range into a helper column G, then assign segments in column F: SMB for lower bound under 200, Mid-Market for 200 to 1000, Enterprise above 1000, Unknown where company size is missing
You want to filter to VP-level and above before segmenting
The VP only wants to see senior decision-makers, not the full contact list.
For each LinkedIn URL in column A, fetch contact details from AeroLeads and write name, email, company, title, and company size to columns B through F; filter to keep only rows where the title contains VP, SVP, Director, or C-level; then add a Segment column in column G based on company size
You have contacts across two worksheets — this quarter and last quarter — and you need to segment the combined list
Your team keeps quarterly worksheets and wants a combined view for the pipeline review.
Combine all LinkedIn URLs from the "Q3 Targets" worksheet and the "Q2 Carryover" worksheet, remove duplicates, enrich the unique URLs with AeroLeads, and write the enriched and segmented results to a new worksheet called "Pipeline Review" with a Segment column based on company size
You need the full enrichment, segmentation, and a summary count by segment for the deck
The VP wants a number: how many enterprise prospects are actually in the list.
Enrich all LinkedIn URLs in column A with AeroLeads, assign each contact a segment based on company size (SMB, Mid-Market, Enterprise, Unknown), write the segmented list to Sheet1, then create a summary table in Sheet2 showing the count of contacts per segment and the percentage of the total each represents
One prompt gives you the enriched list and the slide-ready summary table.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your LinkedIn URL list. Ask it to enrich the contacts with AeroLeads and assign segment labels by company size — you'll have a clean, segmented prospect breakdown ready for the pipeline review before the meeting starts. For the bulk enrichment flow without segmentation, see Bulk Enrich LinkedIn URLs With Contact Details. The full hub is at How to Connect AeroLeads to Excel.