Prospect Cards

The Prospect Card is where you’ll find a complete profile of an individual prospect. It brings together contact details, demographics, financials, life events, and engagement history into one easy-to-navigate view.

Key Features

• Contact Information: Phone number, email, and address (when available).

• Social Profiles: Quick links to LinkedIn, Facebook, and Twitter.

• Demographics & Financials: Age, location, household details, and financial insights.

• Life Events & Interests: Indicators such as frequent traveler, recent mover, or personal hobbies.

• Professional & Education History: Employment background, job title, and education data.

• Engagement Status: Track if a prospect has been contacted, unsubscribed, or is still active.

Social & Connections

At the top of the Prospect Card, you’ll see links to the prospect’s LinkedIn, Facebook, and Twitter profiles.

Outreach Options

On the right-hand side of the Prospect Card, you’ll find multiple ways to connect with a prospect:

1. Direct Email

   • Write a one-off email directly from the card.

   • Or edit an AI-generated initial message before sending.

2. AI Voicemail

   • Generate or type a voicemail script.

   • Optionally send an email in parallel letting the prospect know you called.

   • Track voicemail delivery status directly in the card.

3. Campaign Membership

   • See which live campaigns the prospect is currently part of.

   • View their campaign status (opened, clicked, responded).

4. Notes

   • Leave yourself notes or action items tied to the prospect.

   • Use notes to track offline interactions, such as calls or meetings.

Updating Status

You can update a prospect’s status directly in the card:

• Contacted

• Not Contacted

• Unsubscribed (ensures compliance and prevents further outreach)

✅ Prospect Cards give you a 360° view of every potential client, so you can make informed outreach decisions and track engagement history in one place.