Prospecting
People who have never engaged, found from a sentence, checked for a working address, and saved with the reason each one fits.
- System
- Prospecting
- Nouns
- 3
- Verbs
- 4
- Events
- 4
Nouns
| Noun | What it is |
|---|---|
| Prospect | A Prospect is a person or Organization a startup found but who has never engaged. |
| ICP | An ICP is the ideal customer profile a startup is built to win: who they are and what they do. |
| Audience | An Audience is a saved query over Visitors, leads, Prospects, or customers, used to target Ads and Messages. |
Properties
The hub defines each Noun’s core Properties; Prospecting adds the ones a sale needs.
Prospect
| Property | Type | What it holds | Defined by |
|---|---|---|---|
foundIn | string | Where the startup found them. | The hub |
reason | string | Why this person fits, from your sentence: a quote, a role rank or a post they engaged with. | Prospecting |
emails | { address: | Addresses found and checked, written by Prospect.verify. | Prospecting |
reachable | boolean | True once one address checks deliverable. | Prospecting |
ICP
| Property | Type | What it holds | Defined by |
|---|---|---|---|
description | text | Who they are and what they do. | The hub |
persona | Persona | The role you write to first, with the titles that stand for it. | Prospecting |
where | OrganizationFilter | The company filters every count and list reads, so they describe the same companies. | Prospecting |
Audience
| Property | Type | What it holds | Defined by |
|---|---|---|---|
size | integer | How many people match. | The hub |
query | string | The saved query, re-run on read, so the Audience never goes stale. | Prospecting |
verified | integer | Members with a deliverable address. | Prospecting |
Verbs
| Verb | What it does | Approval |
|---|---|---|
Prospect.engage | Records a Prospect’s first reply or raised hand and makes them a lead that keeps where they came from. | Runs on its own On each site Gmail |
Prospect.create | Saves a person you found as a Prospect, with where you found them and the basis to write to them. | Runs on its own |
Prospect.update | Changes a saved Prospect’s fields, such as a new title or an address found later. | Runs on its own |
ICP.create | Saves your customer in one sentence, with the Persona and the filters every list call reads. | Runs on its own |
Reads the market
A Data Verb reads the market and returns a reading. A Software Verb changes your records and emits an Event. Prospecting saves what these Data Verbs return; they are not its own Verbs.
Organization.count · Organization.find · Prospect.count · Prospect.find · Prospect.verify · ContactPoint.findEmail · ContactPoint.verifyEmail
Events
| Event | Emitted by |
|---|---|
Prospect.created | Prospect.create |
Prospect.updated | Prospect.update |
Prospect.engaged | Prospect.engage |
ICP.created | ICP.create |
A Trigger can start a Workflow on any of them, and a Watch delivers each to your endpoint, signed (Events and webhooks).
Who operates it
| Part | Prospecting |
|---|---|
| Accountable | Prospector |
| Also calls its Verbs | Partner Manager |
| Seat | An agent holds each seat until you seat a person in it. |
| Asks you first | None of its Verbs: each runs within its seat’s Limits |
Integrations
Import and export
| Direction | What | How |
|---|---|---|
| Import | A list you bought or built elsewhere | Prospect.create for each row, with foundIn and basis; every row is checked against your Suppressions first |
| Import | People who engaged with a post | Prospect.find with kind:, then Prospect.create for the ones you keep |
| Export | An Audience, to an ad account | Audience.create on the account, every email hashed first |
| Export | Any list, as a file | Collection.export |
Example
Fifty heads of operations, saved with a reason each.
ICP.createsaves “US residential property managers with 100 to 1,000 units” with the head of operations as the Persona.Prospect.countsizes four queries for free; the closest matches 882 people.Prospect.findlists 150 of them; screening against the sentence keeps 62.Prospect.verifyfinds and checks each work email; 50 come back deliverable.Prospect.createsaves the 50 with their reasons, and the first reply later turns one into a lead throughProspect.engage.