Prospects

Demo data

Companies that are not yet customers, with the research behind why they are a fit.

Company context: All Companies

What this module does

Hold prospect records with sector, likely requirement, source and research notes.
Score fit against the work Flamekut and Laserkut actually do.
Draft a first approach that references something real about the prospect.
Move a prospect into the customer record set once an enquiry arrives.

Prospect records in this prototype are illustrative and were not gathered from any external data source.

Working in this prototype

No live system is connected

CARL in this module

CARL explains why a prospect is a fit and drafts the opening approach.

Outreach is approved by a person before anything is sent.