A prospecting workflow for your agency team.
Build lists for your agency’s own new-business campaigns. Start with a clear buyer brief, choose the right source and let teammates work from one shared workspace.
Already prepared? Each service takes you directly to its order or quote path. Discovery is optional.
Agree on one campaign
Define the offer, buyer, relevant sources and the evidence that would make a record useful to your agency.
Review the scope and funding
Choose a service, review sources and quantity, then pay directly or accept an issued filtered quote. The workspace owner handles cash billing.
Inspect together
Teammates can access shared work and files. Evaluate the delivered CSV against the brief, then use your own research and outreach tools.
Make the campaign specific.
- Name the agency service you are selling and the buyer role that may need it.
- Explain why each company or professional search is relevant to that buyer.
- Choose which available fields you will inspect and what would rule a record out.
Give the campaign a brief before you give it a list.
Record the buyer, source rationale, reviewed scope, shared-team access and inspection criteria. Use the same brief when deciding whether to order again.
Download the agency campaign worksheetPrintable PDF · no account neededMatch the service to the evidence you have.
Bring a supported search, company page, or company plus filter. You do not need a homepage discovery session to place an order.
US$30.00 standard minimum cash purchase. Review the exact credits, cash and accepted scope in checkout.
Give teammates their own login.
The owner invites and removes members. Your team shares work and available credits inside the selected workspace.
Members can access all workspace requests, orders, files and support, and spend the shared credits. There are no individual spending limits or client-specific visibility partitions. Choose this workflow for trusted internal teammates.
Inspect the fields before you buy.
Pick an inspection subset and compare it with your campaign brief. Separate fit, field completeness and your own downstream results; downloading a file does not establish a useful prospect or a sale.
- 11 export columns covering people, profile references, contact and company context.
- Contact and company enrichment when available. Missing values remain blank.
- Clearly fictional examples so you can explore the format without exposing real prospects.
People. Context. Contact details.
| First Name | Last Name | Job Title | Profile URL |
|---|---|---|---|
| Alex | Morgan | Sales lead | View profile |
| Jamie | Chen | Growth lead | View profile |
| Sam | Rivera | Founder | View profile |
Alex Morgan
Sales lead
- First Name
- Alex
- Last Name
- Morgan
- Job Title
- Sales lead
- Profile URL
- View profile
Names, professional roles and a source profile reference.
Start with one campaign you can evaluate.
Use the worksheet, review the sample and bring the sources that support your brief.