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Prospect Research

List the companies you want to sell to, up to 20. Each one is researched from its own site and the web into a short brief: what it does, what is happening there now, what bears on your offer, and a line to open with.

Posts about Prospect Research

For now, Prospect Research researches companies only, from their own site and the web. It does not research the people who work there.

Prospect Research explained 🔰
  • It researches the companies you want to sell to - up to 20 - and writes a short brief on each: what the company does, what is happening there now, what bears on your offer, and a line to open with.
  • You enter what you offer, and each company's name and website.
  • Each company is read from up to 5 pages of its own site and from a web search for its news, funding, hiring, launches, partnerships and reviews. The brief comes with up to 6 of those web sources, each linked.
  • How often: a new or changed list is taken up at the next hourly run if your limits allow it, then once a day while a company waits for its turn - one company a run, in the order of your list. Saving never brings a run sooner than 6 hours after the last one started. Each company is researched once; to research one again, remove it and save, then add it back and save.
  • Run now starts a run by hand, once a day across all your loops, and only while none of them is in the middle of a run. Your loops also share a spending limit; a run it holds back waits for its next turn.
  • If 3 runs in a row fail, the loop pauses. Saving it again starts it again.
  • A daily email sums up what your loops found - one email a day, and only on a day one of them found something. It is on until you switch it off - on a loop's page once the loop is part of your plan, or, if your plan includes Loops, on your dashboard.
  • What it does not do: research people. It reads about companies and builds no profile of anyone who works there, though a news item it lists may name someone, as the news did.
  • To stop it, use Remove this list. Its past runs are kept.
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