Prospects
32 prospects researched · 14 in conversation · 2 meetings
Businesses you've researched and might pitch to, but haven't worked with yet (also known as cold leads). Most statuses update on their own as people open, reply and book.How it works
- Prospects come from the weekly lead email (picked up from Gmail on its own, or press Check for new leads) and from lists you Import in Settings.
- Priority is how good a fit they look: A is best, then B and C. X means set aside, so they're greyed out and listed last.
- Warmth is how engaged they are right now: opens, clicks, replies and website visits in the last 30 days. Sort by “warmest first” to see who to chase.
- Open a prospect to email them, start automatic follow-ups, or Convert to deal once they're interested. Send to Instantly adds a batch to a cold email campaign.
How a prospect moves along
- 1Not contactedResearched and on the list, but nobody has emailed them yet.
- 2ContactedSet for you when you email them from the Studio or add them to Instantly.
- 3RepliedSet for you when they reply, fill in a website form or you turn them into a deal.
- 4Meeting bookedA call is in the diary. Instantly sets this when it spots a booked meeting.
- 5WonThey became a client. Set this yourself from the status menu.
Search and filterOn
| Pri. | Business | Sector | Budget | Contact | What we could fix | Warmth | Status |
|---|---|---|---|---|---|---|---|
| A | Brightwater Dental Studio Brentwood · brightwaterdentalstudio.example | Health & wellbeing | Tier 1 | Dr Sunil Mehra sunil@brightwaterdentalstudio.example | Treatment prices hidden; no before-and-after gallery. | Warm · 30 | |
| A | Northgate Commercial Cleaning Cambridge · northgatecommercialcleaning.example | Facilities services | Tier 2 | Steve Ibbotson steve@northgatecommercialcleaning.example | No case studies or accreditation logos. | Warm · 30 | |
| A | Wren & Co Interiors Bury St Edmunds · wrenandcointeriors.example | Property | Tier 2 | Hannah Wren hannah@wrenandcointeriors.example | Portfolio images are low resolution; no enquiry journey. | Warm · 30 | |
| A | Marlowe Pike Lettings Bromley · marlowepikelettings.example | Property | Tier 1 | Daniel Marlowe daniel@marlowepikelettings.example | Listings feed breaks on mobile; no landlord landing page. | Warm · 30 | |
| B | Ashcombe Family Law Guildford · ashcombefamilylaw.example | Professional services | Tier 1 | Natasha Ashcombe natasha@ashcombefamilylaw.example | Heavy legal jargon; no fees page. | Warm · 35 | |
| B | Ottoline Bakehouse Walthamstow · ottolinebakehouse.example | Hospitality | Tier 3 | Rosa Ottoline rosa@ottolinebakehouse.example | No online ordering for celebration cakes; menu is a PDF. | Warm · 30 | |
| B | Greenacre Garden Rooms Sevenoaks · greenacregardenrooms.example | Trades & construction | Tier 2 | Phil Greenacre phil@greenacregardenrooms.example | Using a shop template for a service business; no quote form. | Warm · 55 | |
| C | Wyvern Electrical Services Harlow · wyvernelectricalservices.example BOUNCED | Trades & construction | Tier 3 | Lee Hambly lee@wyvernelectricalservices.example | No EV charger page despite it being a big part of their work. | Warm · 30 | |
| C | Oakham Removals Reading · oakhamremovals.example | Logistics | Tier 3 | Craig Oakham craig@oakhamremovals.example | No instant quote; reviews hidden. | Warm · 35 |
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal