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 | Pembury Wedding Barn Tunbridge Wells · pemburyweddingbarn.example | Hospitality | Tier 2 | Clare Pembury clare@pemburyweddingbarn.example | Brochure is a 14MB PDF; no availability checker. | Warm · 30 | |
| B | Salt & Ember Kitchen Hackney · saltandemberkitchen.example | Hospitality | Tier 3 | Tomás Herrera tomás@saltandemberkitchen.example | Menu out of date; booking widget hidden. | Warm · 30 | |
| B | Larkspur Physiotherapy St Albans · larkspurphysiotherapy.example | Health & wellbeing | Tier 3 | Dr Aisha Okafor aisha@larkspurphysiotherapy.example | No online booking; reviews not shown anywhere. | Warm · 30 | |
| B | Riverside Tile & Stone Ipswich · riversidetileandstone.example | Retail & ecommerce | Tier 2 | Mark Doherty mark@riversidetileandstone.example | Product photos inconsistent; samples can't be ordered online. | Warm · 30 | |
| B | Cobalt Courier Co Enfield · cobaltcourierco.example | Logistics | Tier 2 | Ravi Sandhu ravi@cobaltcourierco.example | Quote form asks 19 questions; site not secure on some pages. | Warm · 30 | |
| B | Lumen Opticians Bishop's Stortford · lumenopticians.example | Health & wellbeing | Tier 2 | Priya Lal priya@lumenopticians.example | No eye test booking; frames range not shown. | Warm · 30 | |
| B | Peregrine Payroll Chelmsford · peregrinepayroll.example | Professional services | Tier 2 | Andrew Lusk andrew@peregrinepayroll.example | No pricing; long forms. | Warm · 30 | |
| C | Moorgate Mobile Tyres Watford · moorgatemobiletyres.example CHECK | Trades & construction | Tier 3 | Darren Coyle darren@moorgatemobiletyres.example | No prices; phone number not clickable on mobile. | Warm · 30 | |
| C | The Little Larder Deli Saffron Walden · thelittlelarderdeli.example | Hospitality | Tier 3 | Jess Arbuthnot jess@thelittlelarderdeli.example | No website at all, just a Facebook page. | Warm · 30 | |
| C | Harbourline Marine Services Ipswich · harbourlinemarineservices.example | Logistics | Tier 2 | Neil Fairlie neil@harbourlinemarineservices.example | Site last updated 2019; broken links. | Warm · 30 | |
| X | Mill Lane Motors Brentwood · milllanemotors.example | Retail & ecommerce | Tier 2 | Sam Okonjo sam@milllanemotors.example | Uses a dealer platform with its own site. | Warm · 30 | |
| X | Calder Vets Norwich · caldervets.example | Health & wellbeing | Tier 1 | James Calder james@caldervets.example | Part of a group with a central website team. | Warm · 30 |
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal