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Prospecting

Daily Prospecting Queue

Builds each rep a ranked daily list — who to contact, why them, why today — with the research attached and a first draft already written.

Problem

Reps spend the first hour deciding who to contact, then researching those accounts, then writing the message. The decisions are inconsistent and the hour never comes back.

Solution

A finite, ranked queue per rep, assembled overnight. Each item carries the reason it surfaced, the supporting evidence, and a draft to edit rather than compose.

01 Solution architecture

SOURCES CRM Salesforce / HubSpot Accounts, contacts, activity, open opps Signal store Matched buying signals Found date used for recency Engagement platform Outreach / Salesloft Sequence state and due follow-ups Email & calendar Google / Outlook Last touch and reply history PROCESSING Eligibility Owned set, minus relationship/open-opp Capacity applied before tasks are made Ranking Scored on fit, timing, engagement Ranking explains itself per account Draft generation Channel drafts from account evidence Grounded in the reason it surfaced today Evaluator gate Holds, corrects or rejects weak drafts Nothing reaches the rep unreviewed 01 02 03 04 DELIVERY Rep workspace Finite daily queue, task plus drafts together Finishing it is possible by design Send Rep edits and sends from the engagement platform No automated sending CRM activity Touches logged back automatically Feeds tomorrow's ranking

02 Estimated impact

The value is selling time: the morning spent deciding and researching goes back into contacting people, with more consistent execution across the team.

Estimated annual value
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How this is calculated
  • 230 selling days per rep per year.
  • This assumes the freed time is spent on outreach. If it is not, the revenue line is not real.
  • A model from your inputs, not a measured result at your organisation.
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