📖 Estimated Read Time: 3 Minutes
🛠️ Estimated Setup Time: 5 mins
👤 Who this is for: RevOps / Sales Ops / SDRs
✅ Result: Faster, credit-efficient Workflows • New personas you actually need
Why This Matters
When you add a Contact Finder step to a Workflow, you have two options for how it searches: find any contacts, or find specific persona contacts.
The default (finding any contacts) works, but it's the slower, more expensive path. Here, Evergrowth cycles through every Persona Card you've defined in the Agent Training Center, trying each one multiple times per Account before moving on.
That adds up quickly, especially on large batch runs.
The better approach is to tell Contact Finder exactly which personas you want.
This article walks you through how to set that up, and why it should be your default.
How Contact Finder Works in a Workflow 🔎
Before diving into configuration, it helps to understand the two modes:
Mode 1: Find X Number of Contacts (Any Persona)
When you configure Contact Finder to simply find a number of contacts — e.g. "find 3 contacts" — without specifying which personas, Evergrowth treats all of your defined Persona Cards as fair game.
It will work through each Persona Card, attempting up to seven searches per persona per Account. It keeps going until the target number is hit or every persona has been exhausted.
💡 What this means
If you have 8 Persona Cards defined, all 8 will be attempted, including low-priority personas you may not even want contacts for in this Workflow
Credits are consumed on every attempt, whether or not a contact is found
Large batch runs (hundreds of Accounts) can burn through credits and take significantly longer than necessary
Mode 2: Find X Number of Specific Personas ✅
When you specify which personas to find — e.g. "find 1 VP of Sales and 1 Head of Marketing" — Contact Finder only searches for those exact Persona Cards.
This is the recommended approach for almost every Workflow.
Set Up Persona-Specific Contact Finding ⚙️
Step 1) Go to Automations from the left-hand navigation
Step 2) Create a new Workflow (or open an existing one for editing)
Step 3) Add a Contact Finder step to your Workflow (or navigate to the existing one)
Step 4) In the Contact Finder configuration panel, switch the mode to "Specify the number of Contacts per Persona Expertise and Type"
Step 5) Select the Persona Cards you want Contact Finder to search for — e.g. VP of Sales, Head of Marketing
Step 6) Set the number of contacts to find per persona
Step 7) Click Save
Contact Finder will now only search for the personas you've selected, skipping everything else.
Why Persona-Specific Contact Finding Is Better
1️⃣ Better Credit Efficiency
Every Contact Finder attempt costs credits. In Mode 1, Evergrowth tries all Persona Cards - including ones that aren't relevant to this particular Workflow or campaign. That means you're spending credits searching for personas you don't need right now.
With specific personas selected, credits are only spent on the searches that matter.
2️⃣ Faster Execution (Especially at Scale)
Fewer personas to search means fewer total attempts per Account.
On a batch of 200+ Accounts, the difference is significant — what might take hours in Mode 1 can complete in a fraction of the time with specific personas.
3️⃣ No Wasted Credits on Low-Priority Personas
This is the subtle one.
In Mode 1, Evergrowth doesn't discriminate; it will of course prioritise High-ranked personas first, but still treats all Persona Cards as eligible IBP contacts. If you've defined a low-priority persona (say, an Office Manager alongside your C-suite personas), Contact Finder will happily spend credits finding Office Managers even when that's an ideal goal of your Workflow.
With specific personas selected, you control exactly where your credits go.
When Might You Use 'Mode 1'? 🤷♂️
Mode 1 ("find any contacts") still has a place — but it's niche. Consider it when:
You're running an initial broad enrichment pass on a brand-new Account list and genuinely want contacts across all personas
You have very few Persona Cards defined (e.g. 2–3) and the efficiency difference is negligible
For most day-to-day Workflows, specific personas is the way to go.
💡 Pro Tip
When building your Workflows, consider the persona groups that are most valuable for the campaigns you'll be running.
For example, a "C-Suite Outreach" Workflow should only find VP+ personas.
This will give you cleaner reporting, tighter credit control, and the ability to launch different campaigns independently.
Additional Reading 📚
📖 Workflows Overview — See how to create, configure, and schedule Workflows in Evergrowth
📖 Agent Training Center — Where to define and manage your Persona Cards