- AI-Agent
- Ready to Run
Build Sales Prospect List
Find eligible businesses in your market and flag possible account matches
Use this Agent instantly or customize it - no programming needed
- expansion requestexpansion request
Your request identifies the market you marked ready, including its bounds, business types, and exclusions.
- business category mappingbusiness category mapping
Your mapping connects your eligible business types to the categories used in each search.
- current accountscurrent accounts
Your account list provides company details and territories for finding businesses you already cover.
- earlier prospectsearlier prospects
Your earlier prospects provide source IDs and company details so repeat runs avoid duplicate rows.
- public business listingspublic business listings
Your search results show each business's name, type, location, source ID, and published contacts.
Use territory trackers to read your market requests and accounts, then save prospects and run status.
Search monday.com for businesses in your market and their published contact details.
- request resultrequest result
Your request shows its status, completion time and counts, or why the search needs your attention.
- request resultrequest result
Your request shows its status, completion time and counts, or why the search needs your attention.
- request resultrequest result
Your request shows its status, completion time and counts, or why the search needs your attention.
- prospect rowsprospect rows
Your list links each new or uncertain company to the request, its public contacts, and its source.
- request resultrequest result
Your request shows its status, completion time and counts, or why the search needs your attention.
This Agent starts when you mark a market expansion request ready. It compares public listings with your current accounts. It saves sourced prospects and flags possible matches for your review.
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AirtableUsed as:
- Territory tracker
Use Airtable to read your market requests and accounts, then save prospects and run status.
monday.comUsed as:
- Public business directory
Search monday.com for businesses in your market and their published contact details.
PodioUsed as:
- Territory tracker
Use Podio to read your market requests and accounts, then save prospects and run status.
KintoneUsed as:
- Territory tracker
Use Kintone to read your market requests and accounts, then save prospects and run status.
Made for your industry
Build Sales Prospect List is made for businesses in these industries.
- Advertising and Marketing
Find local businesses outside the agency's client list for outreach.
Show all Agents for the Advertising and Marketing industry - IT Services
List businesses in new service areas that are missing from client records.
Show all Agents for the IT Services industry - Staffing and Recruiting
Identify businesses in new markets that the client team has not covered.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find retailers in new territories that are missing from the account list.
Show all Agents for the Wholesale Distribution industry - Printing
List local businesses without an account for print sales outreach.
Show all Agents for the Printing industry - Commercial Cleaning
Find businesses without a cleaning account in each new service area.
Show all Agents for the Commercial Cleaning industry - Security Services
Surface uncovered local businesses for security service outreach.
Show all Agents for the Security Services industry
Made for your role
Build Sales Prospect List is made for people in these roles.
- Sales Development Representative
Find businesses to contact without repeating current accounts.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Keep territory prospect lists linked to their public sources.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Find companies in assigned markets that have no current account.
Show all Agents for the Sales Representative role - Sales Manager
Review new territory prospects and possible account matches.
Show all Agents for the Sales Manager role - Business Development Manager
Find unrepresented companies in new markets for outreach.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Build sourced prospect lists from public business listings.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Compare business listings with accounts to uncover new prospects.
Show all Agents for the Sales Researcher role
Made for your department
Build Sales Prospect List is made for people in these departments.
- Sales
Build territory prospect lists with public contact details and sources.
Show all Agents for the Sales department - Sales Operations
Check new territory prospects against existing accounts before outreach.
Show all Agents for the Sales Operations department - Business Development
Find businesses in new markets that are not yet in the account list.
Show all Agents for the Business Development department
How Build Sales Prospect List works
5 steps, in order, on every run.
-
Read Market CriteriaRead your ready request and current accounts. Mark missing market criteria for your attention before searching.
-
Search Public Business ListingsSearch your chosen market and business types in public listings. Mark the request for review if the search fails or finds nothing.
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Compare CompaniesCompare listings with accounts and earlier prospects. Set aside clear duplicates and flag uncertain matches for review.
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Save Sourced ProspectsSave new companies and review cases with published contact details and source links. Flag listings with no public contact details.
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Finish the Market ListRecord prospect and match counts on the request. Leave the territory owner a dated list of new candidates and review cases.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
4 tools
- Create expansion request, account, and prospect tables in the territory tracker, with a unique request ID and source listing ID on each prospect row.
- Have the owner enter each market's geographic bounds, eligible business types, and any exclusions before marking the request ready.
- Map the team's business types to the directory's business categories and connect the account's public listing access.
- Show public directory attribution and its license link beside the prospect list, and agree on who reviews uncertain matches.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Build Sales Prospect List:
You choose the market and eligible business types. Add exclusions in the request and map your types to public listing categories.
You get a Review row for uncertain matches, including companies in other territories. Clear account matches stay off the new prospect list.
No. Public listings may lack contact details or have outdated information. You still get a sourced Review row when a listing has no published contact details.
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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