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Build Targeted Prospect Lists

Find and rank companies like your customers for outreach

Use this Agent instantly or customize it - no programming needed

Build a ranked list of companies like your customers
Reads
  • Customer examples
    Customer examples

    You name customers that show the kind of company you want to approach.

  • Target regions
    Target regions

    You choose the cities, states, or countries where you want new prospects.

  • Fit criteria
    Fit criteria

    You set the company traits a prospect must meet to make your list.

  • Target count
    Target count

    You choose how many companies you want, or use your team's default.

  • Company profiles
    Company profiles

    Your company profiles provide locations, descriptions, websites, and business phones for the search.

  • Existing outreach list
    Existing outreach list

    Your current outreach list shows which companies you already plan to contact.

Prospecting workspace
Prospecting workspace

monday.com finds similar companies, supports cited research, and stores your ranked list.
Match customer examples to profiles using websites and locations
Could a customer example name refer to multiple companies?YesNo
Ask for its website domain before searching
Writes
  • Website domain request
    Website domain request

    You get a request for a website domain when a customer name matches several companies.

Find similar companies in the target regions and exclude known accounts
Check each company's fit and contact route with cited research
Rank qualified companies and flag uncertain matches
Save the ranked list, review cases, and any shortfall
Writes
  • Ranked prospect list
    Ranked prospect list

    You get a dated company list with priorities, fit reasons, contact routes, and source links.

  • Companies for review
    Companies for review

    You can review companies with unclear identities, fit, locations, or contact details.

  • Prospect shortfall
    Prospect shortfall

    You can see how many qualified companies are missing from your requested count.

This Agent starts when you share customer examples, target regions, and fit criteria. It checks similar companies against your criteria. It ranks matches and saves a sourced prospect list for your review.

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monday.com
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Made for your industry

Build Targeted Prospect Lists is made for businesses in these industries.

Made for your role

Build Targeted Prospect Lists is made for people in these roles.

Made for your department

Build Targeted Prospect Lists is made for people in these departments.

How Build Targeted Prospect Lists works

5 steps, in order, on every run.

  1. Match Customer ExamplesFind the right company profiles for your examples. Ask for a domain when a name could refer to several companies.
  2. Find Similar CompaniesSearch for lookalikes in your target regions. Exclude your examples and companies already on the outreach list.
  3. Check Company FitResearch candidates against your criteria and capture source links. Set uncertain matches aside for your review.
  4. Rank Qualified ProspectsRemove companies that miss required criteria. Rank the remaining matches by your priorities.
  5. Save the Prospect ListSave ranked companies with fit reasons and business contact routes. Flag missing details and show any shortfall.

How to Get Started

Connect your tools

Connect monday.com, the tool this Agent works with.

1 tool
Set your rules
  • Connect the team's prospecting workspace and allow company search, account research, scoring, and company-list editing.
  • Set the standard list fields for fit reason, priority, business phone, website, source links, and review status.
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 Targeted Prospect Lists:

How do I choose which companies make the list?

You choose the regions and required fit criteria. The Agent ranks qualified companies by your priorities. You review uncertain matches.

What if a company has no business phone?

You can use its confirmed website as a contact route. If neither is available, the Agent flags the company for your review.

What if the search finds fewer prospects than I requested?

You still get the qualified companies it found. The list shows how many prospects remain short of your target.

What do I need to set up before using it?

You connect your team's prospecting workspace with search and list editing access. You choose fields for priority, contact details, sources, and review status.

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.