Find the right prospects
Research businesses against your agreed criteria, enrich contact records from approved sources and help your team prioritise who to approach.
Opening page…
Opening page…
Give your sales team a clear next step for every opportunity. Research prospects, qualify enquiries, prepare follow-ups and keep customer records current.
Give your sales work a clear owner, connected information and a useful next step.
Research businesses against your agreed criteria, enrich contact records from approved sources and help your team prioritise who to approach.
Capture the details, ask qualifying questions and route promising opportunities to the right person.
Prepare relevant outreach, follow-ups and proposal drafts using the context already in your CRM.
Update stages, record the conversation and pass agreed next steps to your booking or delivery team.
Explore each stage of this example. The final workflow is designed and tested around your business.
A facilities business asks about a multi-site project.
Illustration of an agreed workflow, not a live customer account or a claim of guaranteed results.
We assess your existing tools and agree the access this role needs. Supported actions depend on your systems and permissions.
HubSpot
Salesforce
Gmail
OutlookYour CRMHow connections work →You set the qualification rules, approved sources and sending permissions. Pricing exceptions, contractual promises and sensitive outreach stay with your team.
Our approach to control →Connect this agent with other roles when your workflow needs them.
Tell us where the work gets stuck. We’ll help you find a useful place to start.
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