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Prospecting

Let AI Finds qualified Prospects for you!

šŸ” Feature Overview
Prospect by AI is a smart, automated way to receive 2ā€“3 high-quality prospect recommendations every week ā€” based on your selected niche and target area. Powered by intelligent scoring and data signals, this feature helps agencies and locations find better leads, faster ā€” without the manual effort.
Once enabled, AI analyzes your configured niche and location preferences to surface top-matching businesses and delivers them directly to your dashboard, ready for outreach.
Available to
  1. All Agencies ā€“ via Labs
  2. All Locations ā€“ via Labs
-> If you have subscribed to Premium Prospecting, you would be able to receive premium reports via AI else Basic Reports by default
How to Enable It
In Agency
  1. Go to Labs inside your agency
  2. Toggle ON ā€œProspect by AIā€
  3. Navigate to Prospecting ā†’ Settings ā†’ AI Report Configuration
  4. Turn ON the AI Recommendations toggle and Save
In Sub Accounts
  1. Go to Labs inside your sub accounts
  2. Toggle ON ā€œProspect by AIā€
  3. Navigate to Marketing Tab -> Prospecting ā†’ Settings ā†’ AI Report Configuration
  4. Turn ON
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šŸ“ Where to See the Prospects
  • New prospects will appear directly on your Prospecting Dashboard
  • Look for the AI Recommended card ā€” refreshed every 2ā€“3 days
  • A notification badge will alert as soon as you open Prospect Dashboard when new recommendations are ready
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āœØ Key Benefits
  • Automated Prospecting: No more manual search ā€” let AI do the work
  • Tailored to You: AI matches based on niche and location preferences
  • Weekly Refreshes: Keep your pipeline active with regular recommendations
  • Conversion-Ready Leads: Focus on warm leads more likely to close
šŸ’„ Why It Matters
Agencies and locations often spend hours manually searching for leads ā€” only to end up with low-converting lists. Prospect by AI solves this by:
  1. Delivering high-fit leads with no extra work
  2. Adapting to your niche and geography
  3. Keeping your pipeline warm and relevant
  4. Helping you upsell services with more confidence
  5. This is intelligent lead generation ā€” simplified.
šŸ’¬ Weā€™d Love Your Feedback
Your input helps us make the Prospecting Tool even better. Hereā€™s how to share your thoughts:
Weā€™re excited to hear how youā€™re using this ā€” and what we can build next to help you grow.