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Prospect Pipeline

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–Total
–High Opp.
–Medium
–Weak Fit
–Follow-up Due
Agency ↕ Location ↕ Sector Fit ↕ Status ↕ Follow-up ↕
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Find New Prospects

Search for local businesses, qualify them, and add the best matches to your pipeline.

1. Target market

2. Brave search

This will search your chosen location for the selected business type.

Settings

Data Management

Backup / Export

Download all your prospects as an Excel file. Do this regularly — it's your safety net.

Import

Import prospects from an Excel file. You'll see a preview before anything changes.

Upload a local file
or
Import from URL (OneDrive share link, Dropbox, etc.)

Search Profiles

Define the types of business you target. Each profile pre-fills the search tab. Edit freely, add your own, or delete ones you don't need.

Label Brave Search Query (inserted as "query" "location") AI Context (describes your target to the AI)

AI / LLM Provider

Used for agency search suggestions and scoring. Switch anytime.

Get an API key at console.anthropic.com. Default model: claude-sonnet-4-6

Brave Search (optional)

Enables live web search when finding prospects. Free tier: 2,000 searches/month.

Get a free key at brave.com/search/api

Companies House (optional)

UK government API — confirms whether a registered company is active, dissolved, or in liquidation. Free to use.

Register free at developer.company-information.service.gov.uk → create an app → copy the API key.