Prospecting
Prospecting finds Prospects who have never engaged, verifies how to reach each one, and records the legal basis for contacting them.
Prospecting finds buyers who have never engaged, verifies how to reach each one, and records the legal basis for contacting them. No Prospect gets a Message until that basis is on record and every Suppression is checked.
Summary
| Part | This System |
|---|---|
| Group | Sales |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Front: offered from a Startup’s first days |
You can ask:
- “Find 200 property managers in Ohio”
- “How many companies fit my ICP?”
- “Find a warm intro to this company”
- “Verify these emails before we send”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Built from | Enrichment, Web, Search, AI gateway, Database |
Nouns it owns
| Noun | Definition |
|---|---|
| Prospect | A Prospect is a person or Organization a Startup found but who has never engaged, held with the legal basis for contact. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Prospect.create | Prospect | None | Prospect.created |
| Prospect.update | Prospect | None | Prospect.updated |
| Prospect.list | Prospect | None | None. |
| Prospect.engage | Prospect | None | Prospect.engaged |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Prospect.created | By Prospect.create |
| Emits | Prospect.updated | By Prospect.update |
| Emits | Prospect.engaged | By Prospect.engage |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Prospector |
| Team | Sales Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
Approvals and limits
None.
Processes that use it
| Process | How it uses it |
|---|---|
| Outbound | A step calls Prospect.create |
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Prospector’s view | The Metrics its accountable Role answers for. | Positive reply rate |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (6) |
admin | Every Verb (6) |
member | Every Verb (6) |
viewer | Read only (2 of 6) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Beta: it works, and its Verbs may still change |
Compliance notes
Each Prospect records the legal basis for contacting them, and outreach stops at an opt-out; the list criteria stay the founder’s.
Controls it carries:
Related Systems
Example
A Dataset API of freight rates targets pricing managers at mid-size brokers. The Prospector Agent finds 600, verifies 410 addresses and records legitimate interest for each; 22 match a Suppression and drop out before the first send. Volume above the daily Limit waits for an Approval.