Search Location ?

▾

Default country for prospect searches. Affects Brave Web Search and Google Maps results. You can also change this directly on the Find Prospects page.

Describe what you are selling ?

▾

Define what you sell, then on the Find Prospects tab, select your products or services to customise AI scoring, recommendations, and action plans to your offering. The more descriptive the better. You can add more to the list, and re-arrange — top is always default.

Name Description (what you sell, who it's for, key benefits)

Who you are selling to ?

▾

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.

Sector Search Query (inserted as "query" "location")

Export / Import Templates

▾

Export

Download your products/services and sector profiles as a CSV. Use this to back up your lists or share them across accounts.


Import

Upload a CSV to replace both your products/services and sector profiles at once. Not sure of the format? Click 'Download Templates (CSV)' above — the exported file is a ready-made template you can edit in Excel or Google Sheets, then import back.

Scoring Thresholds ?

▾

Set the minimum score for Amber and Green tiers. Prospects scoring below Amber are Red.

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.)

Deleted Prospects

Prospects you've deleted can be recovered here.

BYOKBring Your Own Keys ?

How to set up your own keys →
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.

Google Maps (optional) ▾

Enables local business lookup via Google Places on the Find Prospects page. Get a free key at Google Cloud Console — enable the Places API (New).