- AI-Agent
- Ready to Run
Build Prospect Shortlist
Find matching companies and contacts for your weekly prospecting plan
Use this Agent instantly or customize it - no programming needed
- Territory briefTerritory brief
Your ready plan entry gives the territory, company and role criteria, exclusions, and requested count.
- Earlier prospectsEarlier prospects
Your earlier shortlists provide company domains, listing IDs, and profile links to spot repeats.
- Business listingsBusiness listings
Public listings provide company locations, websites, source links, and any published contact details.
- Professional profilesProfessional profiles
Public profiles show people's employers and roles, with profile links and any available details.
Your weekly prospecting plan starts each search from a ready territory entry and holds the shortlist for review.
Your prospect search tool finds businesses and people by territory and role, with source links and available contact details.
- Missing details noticeMissing details notice
Your plan entry names the missing criteria and shows Needs details so you can finish it.
- Search resultSearch result
Your plan entry shows found and skipped counts, shortfalls, source failures, and Ready for review.
- Prospect shortlistProspect shortlist
Your plan entry links distinct company and person matches with fit reasons, source links, and contact gaps.
- Search resultSearch result
Your plan entry shows found and skipped counts, shortfalls, source failures, and Ready for review.
This Agent starts when you mark a territory brief Ready. It checks public business listings and professional profiles against your criteria. It adds distinct matches and source links to your plan for review.
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AirtableUsed as:
- Weekly prospecting plan
Airtable starts each search from a ready territory entry and holds the shortlist for review.
monday.comUsed as:
- Weekly prospecting plan
monday.com starts each search from a ready territory entry and holds the shortlist for review.
PodioUsed as:
- Prospect search tool
Podio finds businesses and people by territory and role, with source links and available contact details.
- Weekly prospecting plan
Podio starts each search from a ready territory entry and holds the shortlist for review.
ApifyUsed as:
- Prospect search tool
Apify finds businesses and people by territory and role, with source links and available contact details.
KintoneUsed as:
- Weekly prospecting plan
Kintone starts each search from a ready territory entry and holds the shortlist for review.
Made for your industry
Build Prospect Shortlist is made for businesses in these industries.
- Advertising and Marketing
Find local brands and marketing contacts that fit the agency's brief.
Show all Agents for the Advertising and Marketing industry - Software
Find target accounts and buyer contacts for the weekly sales plan.
Show all Agents for the Software industry - IT Services
Find local businesses and IT leaders for a service shortlist.
Show all Agents for the IT Services industry - Consulting
Find companies and leaders that fit a new consulting territory.
Show all Agents for the Consulting industry - Staffing and Recruiting
Find employers and hiring leaders for new client prospecting.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find business buyers and purchasing contacts in the target territory.
Show all Agents for the Wholesale Distribution industry - Cybersecurity
Find companies and security contacts that fit the target market.
Show all Agents for the Cybersecurity industry - Commercial Cleaning
Find local businesses and facilities contacts for contract prospecting.
Show all Agents for the Commercial Cleaning industry - Corporate Training
Find employers and learning leaders for the next sales territory.
Show all Agents for the Corporate Training industry - Security Services
Find businesses and security managers for local contract sales.
Show all Agents for the Security Services industry
Made for your role
Build Prospect Shortlist is made for people in these roles.
- Account Executive
Find target accounts and contacts before opening sales conversations.
Show all Agents for the Account Executive role - Sales Development Representative
Find likely buyers with source links before starting outreach.
Show all Agents for the Sales Development Representative role - Sales Representative
Find prospects in assigned territories with sources for review.
Show all Agents for the Sales Representative role - Sales Manager
Build a sourced shortlist for the team's weekly prospecting review.
Show all Agents for the Sales Manager role - Business Development Manager
Find businesses and decision makers in each new territory.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Find companies and contacts that match each territory brief.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Check company and role fit, then flag gaps for review.
Show all Agents for the Sales Researcher role
Made for your department
Build Prospect Shortlist is made for people in these departments.
- Sales
Build sourced company and contact shortlists for sales review.
Show all Agents for the Sales department - Business Development
Find new territory prospects and flag gaps before outreach.
Show all Agents for the Business Development department
How Build Prospect Shortlist works
5 steps, in order, on every run.
-
Read the territory briefRead the territory, business type, target roles, and requested count from your plan. Mark unclear briefs Needs details before searching.
-
Search for matching companiesSearch public business listings for companies in your territory. Capture websites and available contact details with source links.
-
Find people in target rolesFind people whose current roles match your targets at candidate companies. Keep profile links and available contact details.
-
Check fit and remove repeatsCheck company and role fit against your rules. Exclude uncertain roles and remove repeats from earlier shortlists.
-
Add the shortlist for reviewAdd matches and source links to the original plan entry. Record gaps, shortfalls, or no matches with a review status.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
5 tools
- Create a weekly prospecting plan with territory, business type or industry, target roles, company size range, exclusion criteria, desired shortlist count, Ready, and review status fields.
- Choose the public business and professional profile searches and set a maximum number of results per run.
- Keep prior prospect shortlists in the same plan workspace with company domain or listing ID and person profile URL so later runs can check for repeats.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Build Prospect Shortlist:
You set up a weekly plan with territory, buyer criteria, and a desired count. You choose the public searches and result limit.
You get published contact details when the searches find them. Missing fields stay blank and are flagged for your review.
Your shortlist leaves that person out of recommended matches. Your sales lead can review the uncertain candidate separately.
You still get the partial shortlist. Your plan shows the shortfall or failed source for review.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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