Accounts
- Headline figures
- Accounts by stage
- Strong fits to research
- Follow up
- Accounts by fit
TEMPLATE · SALES
Prospecting template
Companies that fit your ideal customer, found on the web and researched, with the people to talk to at each. Add it to your workspace and it starts with your own data.
ProspectingExample data
| Name | Stage | Owner | Follow up |
|---|---|---|---|
| Savannah Cold Chain | Qualified | Wanjiru Kamau | |
| Lake Basin Distributors | Researching | Wanjiru Kamau | |
| Pearl Haulage | Contacted | Tom Becker | 31 Oct |
| Kilimanjaro Bottlers | New | ||
| Rwanda Express Couriers | New |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
Companies
- Table of companies
- Add a company
- Moving a company on
People
- Outreach
- Table of people
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Companies that fit your ideal customer
New companies from the web that match who you sell to, researched and ready to review.
The people to talk to
For each qualified company, the people most likely to decide.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Prospecting funnel
4New to review
2Qualified
1Meetings booked
Strong fits to research
3Strong fits waiting
MORE TEMPLATES
Teams that use this also start from
CRM
Every deal from first enquiry to signed, the companies behind them and the follow-ups that keep them moving.
See the templateQuotes and proposals
Every quote you send with its file, what it is waiting on, and the chases that turn it into a yes.
See the templateCustomer onboarding
Every new customer from kickoff to live, with the checklist that gets them there and the dates that matter.
See the templateStart from the Prospecting template
Add it to your workspace, choose where its data comes from, and your team can work in it today.