Give your agency a connected prospecting workflow for finding businesses, organizing the Daily Queue, running campaigns, saving prospects, tracking opportunities, managing outreach, and connecting data providers.
Prospect Intelligence brings prospect discovery, qualification, queue management, campaigns, outreach, and opportunity tracking into one agency-controlled workflow instead of scattering acquisition work across disconnected tools.
Search for businesses by service, market, and location, then build a working prospect list around the agency's actual acquisition goals.
Search by service, market, and locationBuild targeted prospect listsUse connected data providers where configuredKeep prospecting inside the agency workflowReview available business and contact signals, save the strongest prospects, and use the Daily Queue to keep the team focused on the next businesses worth contacting.
Review business and contact detailsSave promising prospectsPrioritize follow-up through the Daily QueueKeep qualification organized by agency workflowMove qualified prospects into campaigns and outreach, keep communication visible, and track promising conversations as opportunities instead of losing follow-up in separate systems.
Assign prospects to campaignsUse client email workflows for outreachTrack prospects as opportunitiesKeep next actions visible to the agency
Core Prospect Tools
Daily Prospect Queue
Connected Outreach Workflow
Opportunity Pipeline
Each tool supports a different stage of acquisition while keeping the agency's prospecting activity connected from discovery through opportunity follow-up.
Search for businesses that match the agency's target service, market, location, and acquisition criteria.
Give the team a focused list of prospects to review, contact, save, or move forward each day.
Organize qualified prospects into targeted outreach campaigns instead of managing every contact as a one-off task.
Keep promising businesses available for future contact and follow-up without rebuilding the research.
Track qualified conversations and active sales possibilities after a prospect becomes more than a name on a list.
Keep prospect outreach and follow-up connected to the acquisition workflow rather than scattered across separate tools.
Connect supported prospect data sources so the agency can enrich discovery and qualification workflows where configured.
Define the target, find businesses, qualify the strongest prospects, organize outreach, and keep opportunity follow-up visible inside CMSPost.
Keep prospect discovery, qualification, outreach, and opportunity tracking connected so the agency always knows what should happen next.
Search for businesses that match the agency's target service, market, and location criteria.
Review available business signals, save promising prospects, and prioritize the strongest fits.
Use Daily Queue, Campaigns, and outreach workflows to keep prospect contact organized and actionable.
Move meaningful conversations into Opportunities and keep follow-up visible as the relationship develops.
Apply to the CMSPost Partner Program, receive your secure referral identity, and introduce qualified agencies to a platform created for their daily workflow.
Prospect Intelligence is designed to keep discovery, qualification, outreach, and opportunity tracking connected instead of forcing the agency to manage each stage in a different place.
