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Prospect research and outreach

From selecting companies to the next step after a reply. The process helps a team see who has been contacted, who replied and which companies need further research.

An illustrative workflow with fictional companies and records. No real contacts are collected and no messages are prepared or sent.

CompanyWhy it fitsNext step
BuildExampleConstruction projects, estimates and enquiriesReview enquiry handling
ContentExampleRegular content productionReview preparation and approval

Work stage

Selected for research

A working system can connect sources, fact checks, message preparation and reply tracking. The scope depends on the offer and market. A person reviews materials and decides whether to contact a company.