Work 07 / 10

Prospecting

Finding and qualifying new business without the spreadsheet.

What it does

Prospecting tracks the businesses and people you would like to work with, where each conversation stands, and what happens next.

When a prospect says yes, they become a customer in CRM with their history intact. Nothing is copied from one list to another.

  • A pipeline instead of a spreadsheet
  • Next steps that do not get lost
  • Hands off cleanly to CRM
Connects to 02

Data from Prospecting flows straight into 2 other modules. Nothing is typed twice.

  1. 04

    CRM

    Every customer, conversation, and job history in one place.

  2. 06

    Marketing

    Campaigns and follow-ups that run from your real customer data.

In use at 02

Start with the friction.

A 15-minute demo. You tell me what's slow; I show you how I'd fix it. You work directly with me, start to finish.

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