Agents help Sales Researchers prepare prospect findings that sales teams can use.
Compile prospect details and explain each lead's outreach rank.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Screen forwarded postings and research employers for the outreach list.
Your outreach list gains qualified openings from teammates' forwarded posts. Your teammate gets a row link or a clear reason to skip.
Check directory listings and prepare sourced outreach lists.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Check prospect profiles against known lead details before enrichment.
Get a supported match decision for a people-search profile before anyone adds contact details to your lead sheet.
Reconcile saved prospect lists with one current lead sheet.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add researched prospects to outreach and mark rows needing review.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Check prospect details and explain why each lead fits the brief.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Document company fit and a current buyer for each lead.
Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.
Check prospect fit and record reasons for sales outreach.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Check buyer fit and sources before adding contacts to the lead list.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Check business listings and remove duplicates before sharing leads.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Trace company handles to official websites and flag weak matches.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.