- AI-Agent
- Ready to Run
Shortlist Sales Prospects
Review saved search profiles and add clear new matches to your sheet
Use this Agent instantly or customize it - no programming needed
- saved search URLsaved search URL
Your saved search URL points to the people search you want checked each weekday.
- targeting rulestargeting rules
Your rules define the target role, region, company fit, and exclusions.
- current profilescurrent profiles
Your search results provide profile links and current job details for people to screen.
- known contacts and prospectsknown contacts and prospects
Your contact and prospect tabs show people your team already knows or shortlisted.
- weekday check timeweekday check time
Your weekday schedule starts each check and supplies the date for new prospect rows.
Podio returns profile links and current job details from your saved people search.
Your sales prospect sheet lets the Agent check known people and add qualified prospects with fit notes.
- search failure noticesearch failure notice
You hear when the saved search fails or returns incomplete results, and no new rows appear.
- profiles for reviewprofiles for review
You can review profiles with missing details or possible duplicate matches before adding them.
- check resultcheck result
You see how many new prospects the check added, including zero when none qualify.
- new prospect rowsnew prospect rows
Your prospect list gains each clear new match with a profile link, fit note, and check date.
- check resultcheck result
You see how many new prospects the check added, including zero when none qualify.
This Agent checks your saved people search each weekday. It reviews current roles and companies against your criteria and existing contacts. Then it adds new matches with links and fit notes to your sheet.
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Google SheetsUsed as:
- Sales prospect sheet
Google Sheets lets the Agent check known people and add qualified prospects with fit notes.
Microsoft ExcelUsed as:
- Sales prospect sheet
Microsoft Excel lets the Agent check known people and add qualified prospects with fit notes.
Microsoft Office 365Used as:
- Sales prospect sheet
Microsoft Office 365 lets the Agent check known people and add qualified prospects with fit notes.
SmartsheetUsed as:
- Sales prospect sheet
Smartsheet lets the Agent check known people and add qualified prospects with fit notes.
PodioUsed as:
- Professional network search
Podio returns profile links and current job details from your saved people search.
- Sales prospect sheet
Podio lets the Agent check known people and add qualified prospects with fit notes.
Zoho SheetUsed as:
- Sales prospect sheet
Zoho Sheet lets the Agent check known people and add qualified prospects with fit notes.
KintoneUsed as:
- Sales prospect sheet
Kintone lets the Agent check known people and add qualified prospects with fit notes.
Made for your industry
Shortlist Sales Prospects is made for businesses in these industries.
- Advertising and Marketing
Find marketing contacts at companies the agency wants to win.
Show all Agents for the Advertising and Marketing industry - Software
Find buyers at companies that fit the software team's target market.
Show all Agents for the Software industry - IT Services
Find technology buyers at companies that match the service territory.
Show all Agents for the IT Services industry - Consulting
Find client decision makers at companies that fit the firm's focus.
Show all Agents for the Consulting industry - Staffing and Recruiting
Find hiring leaders at companies that fit the agency's client criteria.
Show all Agents for the Staffing and Recruiting industry - Wholesale Distribution
Find purchasing contacts at companies in the distributor's territory.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Find buyers at companies that match the manufacturer's sales focus.
Show all Agents for the Manufacturing industry - Management Consulting
Find leaders at companies that match the firm's advisory focus.
Show all Agents for the Management Consulting industry - Cybersecurity
Find security leaders at companies that fit the sales team's criteria.
Show all Agents for the Cybersecurity industry - Corporate Training
Find learning leaders at companies that fit the training firm's focus.
Show all Agents for the Corporate Training industry
Made for your role
Shortlist Sales Prospects is made for people in these roles.
- Account Executive
Identify new contacts at companies that match the buyer profile.
Show all Agents for the Account Executive role - Sales Development Representative
Find new buyers in the territory with profile links and fit notes.
Show all Agents for the Sales Development Representative role - Sales Representative
Build a fresh prospect list for the assigned territory.
Show all Agents for the Sales Representative role - Sales Manager
Keep the team's prospect list focused on new, qualified people.
Show all Agents for the Sales Manager role - Business Development Manager
Find new company contacts worth pursuing for client work.
Show all Agents for the Business Development Manager role - Lead Generation Specialist
Screen search results and add qualified new prospects to the list.
Show all Agents for the Lead Generation Specialist role - Sales Researcher
Check prospect fit and record reasons for sales outreach.
Show all Agents for the Sales Researcher role
Made for your department
Shortlist Sales Prospects is made for people in these departments.
- Sales
Add qualified new prospects to the team's shared sales list.
Show all Agents for the Sales department - Business Development
Find new contacts at companies that fit growth priorities.
Show all Agents for the Business Development department
How Shortlist Sales Prospects works
4 steps, in order, on every run.
-
Read the saved searchOpen your saved people search on weekdays and collect current profile details. Report a failed or incomplete search without adding rows.
-
Check existing prospectsRead known contacts and previous prospects in your sheet. Compare profile links and names with companies to spot repeats.
-
Review profile fitCompare current roles, regions, and companies with your chosen criteria. Leave uncertain fits and possible duplicates for your review.
-
Add new matchesAdd clear new matches with profile links and fit notes to your sheet. Report when no new prospects qualify.
How to Get Started
Connect the tools you already use, such as Google Sheets, Microsoft Excel or Microsoft Office 365.
7 tools
- Save the people search for the target role and region, and provide its search URL to the Agent.
- Set the target role, region, acceptable company industries, and any company size or exclusion rules for this search.
- Choose a prospect sheet with a known contacts tab and a prospect list tab; keep known contacts current and give the rep access to the list.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Shortlist Sales Prospects:
Choose your saved people search and prospect sheet. Set your target role, region, and company rules. Keep known contacts current.
The Agent compares profile links and names with known contacts and previous prospects. You review possible duplicates when the profile link cannot settle the match.
The Agent leaves it out and flags it for your review. You can check the missing role, company, or profile link.
No. You get a shortlist in your sheet for human outreach. The Agent sends no invitations or emails.
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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