Identify Prospects & Book Meetings

Identifying Prospects

Prospecting is a vital part of the sales process and directly impacts your ability to maximize earning potential. It should be your #1 priority and a daily activity to build and maintain a healthy pipeline. Below are some strategies, tips and tools to help you identify the right prospects.

Key Industries

Home Services

HVAC, Roofing, Foundation Repair, Windows and Doors

Healthcare

Hospital Systems, Dental and Orthodontics, MedSpas

Automotive

Dealerships, Tires and Oil Change

Financial Services

Banks and Credit Unions

Education

Education, Charter Schools, Private Schools

Legal Services

Personal Injury, Estate Planning, Immigration

Franchises

QSRs, Automotive Service Centers

Entertainment

Theme Parks, Sports Events, Theatre Productions
  • Competitive Media
  • Networking
  • Referrals
  • Trigger Based Prospecting
  • Competitive Media

    Look who is already advertising in your market. This includes traditional (TV, Radio, Print, Billboards) and digital media (display, video, social, search). If they’re already spending money on advertising, they’re a good prospect to add to your list.

  • Networking

    Some of the best way to meet prospects is through good old fashioned networking. Although not required, we strongly encourage our team to integrate themselves into the business community. Here are some things to check out in your market:

      • BBB, Chamber of Commerce, Business Alliances, Business groups on Facebook, Nextdoor (Virtual Resource).

  • Referrals

    Asking for referrals from current clients is a great way to identify new business opportunities. 

  • Trigger Based Prospecting

    In sales, time is money. Setting triggers across various platforms will alert you when new businesses open, decision makers are promoted, google trends etc. Identifying and setting triggers allows you to reach out during times of transition when advertising is top-of-mind. 

Key Platforms

Using ZoomInfo: identify and build lead lists using ZIs company and contact data within certain verticals, categories of intent, and/or by job titles. ZoomInfo contacts are exported into Hubspot to upload into tailored sequences.