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Build Territory Prospect List

Build a prospect list from map results in your shared lead sheet

Use this Agent instantly or customize it - no programming needed

Build a territory prospect list
Reads
  • Territory request
    Territory request

    Your request names the business type, territory, and person who wants the list.

  • Existing leads
    Existing leads

    Your existing leads help spot places already on the shared list.

  • Territory rule
    Territory rule

    Your territory rule decides which listing addresses fit the area you chose.

  • Search page limit
    Search page limit

    Your page limit caps how far each map search runs.

Shared lead sheet
Shared lead sheet

Use shared lead sheet to catch new requests, check existing leads, and share the finished list.

Shared lead sheet
Is the business type or territory missing?YesNo
Flag the request for missing details
Writes
  • Request status
    Request status

    Your request row shows the lead count, finish time, status, and any search issue.

Was this request already processed?YesNo
Skip the completed request
Search map listings within the page limit
Map search tool
Did map search return no listings?YesNo
Record zero results and any search error
Writes
  • Request status
    Request status

    Your request row shows the lead count, finish time, status, and any search issue.

Did map search stop early?YesNo
Save partial leads with flags and note the search issue
Writes
  • Prospect leads
    Prospect leads

    Your lead rows carry public contacts and flags for territory fit, missing details, and duplicates.

  • Request status
    Request status

    Your request row shows the lead count, finish time, status, and any search issue.

Save leads with review flags and update request status
Writes
  • Prospect leads
    Prospect leads

    Your lead rows carry public contacts and flags for territory fit, missing details, and duplicates.

  • Request status
    Request status

    Your request row shows the lead count, finish time, status, and any search issue.

This Agent runs when a rep requests a business type and territory. It checks map listings for territory fit and duplicates. It fills the lead sheet with public contacts and review flags.

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Google Sheets
Used as:
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Airtable
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monday.com
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Microsoft Excel
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Microsoft Office 365
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Smartsheet
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Podio
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Apify
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Kintone
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Made for your industry

Build Territory Prospect List is made for businesses in these industries.

Made for your role

Build Territory Prospect List is made for people in these roles.

Made for your department

Build Territory Prospect List is made for people in these departments.

How Build Territory Prospect List works

4 steps, in order, on every run.

  1. Check the territory requestRead the request status and existing leads. Flag missing business type or territory details before starting a search.
  2. Search local business listingsSearch map results for the requested business type and territory, up to your chosen page limit. Record partial results if the search fails.
  3. Check territory fit and duplicatesCompare addresses with your chosen territory rule. Flag uncertain locations and possible duplicates for review.
  4. Fill the shared lead sheetAdd leads with public contacts and review flags. Update the request with a result count and review status.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Sheets, Airtable or monday.com.

9 tools
Set your rules
  • Create a Requests worksheet with business type, territory, requester, request ID, and status columns, plus a Leads worksheet with request ID, place ID, business name, address, phone, website, source link, and review flags.
  • Choose the geographic unit accepted in requests, such as a city and state or a set of ZIP codes, and the address-matching rule for that unit.
  • Set a maximum number of search result pages per request and connect the map listing search and spreadsheet accounts.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Build Territory Prospect List:

How do I define the territory for a prospect list?

You choose a city and state or a set of ZIP codes, then set the address rule for checking each listing. Your rep reviews locations the rule cannot confirm.

What happens when two map listings look alike?

Your rep reviews possible duplicates when a place ID is missing or separate branches have similar names. The Agent flags those listings instead of merging them.

What if the map search finds no businesses or stops early?

Your request row shows zero results when the search finds none. If it stops early, the row shows the partial count and reason for your rep to review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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