How Prospect Finder works
Prospect Finder by EdTech Assurance
You do not learn a new tool or build a list. We set it up around your offer and your area, run it every weekday, and review it with you each month. Your part is reading a short list and deciding who to write to.
1. A free sample
Tell us four things: your two main services, your postcode and how far you travel, the kind of organisations you most want, and anyone you already work with. We send back six to eight real prospects from your own area, each with the reason it was picked and the service it fits, plus an example first email for the strongest. Contact details are hidden in the sample. It costs nothing and there is no obligation.
2. Set up in about a week
If you want to go ahead, we set Prospect Finder up around your full offer: your services and prices, your area, the people who usually decide in the organisations you sell to, and the customers to leave out. We agree the tone of your emails, sign a data processing agreement with you, and give you and your team a private sign-in. See what set-up costs and covers.
3. Every weekday morning
Each weekday Prospect Finder checks public information for four kinds of opportunity: established local employers whose work means they must have what you sell, newly set-up companies, employers advertising roles, which shows who is growing, and, if you add them, public tenders. Each organisation is scored out of 100 against your offer and area. A short email brings you the strongest new ones, with why each fits now, the person to contact and a draft email.
We do not publish exactly how the list is built. That is the part we have spent the time on.
4. You choose and send
Open a prospect in your dashboard and read why it was picked. If you like it, open the draft in Gmail or Outlook, change anything you like and send it from your own mailbox. Every draft is checked first: it names one of your services, asks one clear question, carries an opt-out line and makes no promises. Then mark it as sent, and track replies, meetings and wins in the same place. Nothing is ever sent for you.
5. Monthly review
Once a month we look at the results with you: which prospects replied, which kinds of organisation are worth more of your time, and what to change. Then we tune what it looks for.
See it for yourself
The live demo is the real dashboard, shown for a made-up training company; yours is set up around your own services. Click around, change a status and ask for a new draft. Nothing you do there is saved or sent. Then see how it fits your kind of business: training providers, health, safety and compliance, accountants, bookkeepers, HR and payroll, or IT support, cleaning and security.
More about Prospect Finder
Who should you be talking to this week?
Tell us what you sell and where, and we will send you a free sample of what Prospect Finder finds for you. No cost, no obligation.