The complete find → follow-up → pipeline workflow

Run a full prospecting cycle from search to engaged pipeline.

Steps (9)

1. 1

   Run a targeted Find search (sector + county + company size filters combined).

2. 2

   Read the top 5 results — qualify based on company profile.

3. 3

   Bookmark qualified companies (ignore borderline ones at this stage).

4. 4

   Switch to Contacts — find your new leads.

5. 5

   Draft with Fanel for each — personalise each message differently based on company profile.

6. 6

   Set the follow-up sequence to 3 messages over 7 days.

7. 7

   Open Pipeline — review the stage distribution.

8. 8

   Move any companies that have responded to "Responded" stage.

9. 9

   Checkpoint: 5 companies engaged, follow-up sequences active, pipeline stages accurate.