Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Build sourced company lists for agency new business outreach.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Prepare agency prospect lists from LinkedIn profiles and flag gaps.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Find local businesses to approach about campaign services.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
Find local businesses for agency outreach by territory.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Find local businesses outside the agency's client list for outreach.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Find companies that fit the agency's target client market.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.