Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Build sourced lists of potential clients that match target criteria.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Keep potential client contacts current for outreach.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified company contacts to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find potential clients in new sectors with reasons to pursue them.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find target businesses and buyers in a new territory.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Add qualified company contacts to the new business outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.