Find New Customers

Find prospects who fit for a reason, not just a long list. If the user already has a sourcing skill of their own, follow that instead.

Setup

• What they sell, and who their best and worst customers have been. Offer to learn this from their website, CRM, or past deals rather than asking them to write it out.
• What a prospect is for them. It may be a company, but also a school, a clinic, a property, or a person.
• Hard exclusions, e.g. existing customers, competitors, or regions they don't serve.
• Whether they want a quick, wide screen or fewer prospects researched in depth. Both are useful, and they cost different amounts.

Worth knowing

• Start with a small, varied sample, including a few borderline cases, so the user can correct the criteria before you spend time and credits on a wider search.
• Give every prospect a short reason it fits and a source for that reason. A timing signal, such as a new round or a relevant job post, is a bonus, not a requirement.
• Search where the evidence lives: niche directories, company sites, public registers, LinkedIn, or the user's own tools. One lead database rarely has the whole picture.
• If too few prospects meet the bar, say so and offer choices, e.g. widening a criterion or trying other sources. Don't quietly loosen the criteria to reach a number.
• Check the CRM or existing lists for prospects the user already knows, and flag them rather than presenting them as new.
• Never invent companies, people, or contact details. If people are included, check they still hold the role.