Prospects
Prospect management, scoring and routing that feeds your CRM.
Shortlist it, send it over — we come back with the shape we'd actually recommend.
What prospects actually is.
The list always exists, in a CSV, a Sales Navigator export, a board member's head. The work is turning it into something the team can act on this week without losing context next month.
Prospects gives every account a score, an owner and a next action, then routes it cleanly into the CRM the moment it crosses the threshold. Investors, partners, recruits and customers are different ICPs and get different scoring and cadences, but live in the same operating model.
- ICP definition per lens (Investor, Partner, Recruit, Customer)
- Scoring model with weights, applied live across the queue
- Routing rules per tier and owner
- Weekly review queue with next-action prompts
- Clean handoff to the CRM with score and reason codes attached
Add the pieces you'd want and we'll build a shortlist you can review, reorder and send over. No pricing wall, no commitment — we come back with what we'd actually recommend, including anything you don't need.
Approach, modules, delivery.
Move through the tabs to see how the work runs, what it's made of and what lands at the end.
ICPs
Per-lens ICPs as typed criteria sets, not paragraphs in a Notion doc.
LiveScoring
Transparent weighted scoring model the team can argue with and tune live.
LiveRouting
Score tier × owner × cadence rules. Founder takes the top, nurture takes the rest.
LiveQueue
This week's prospects, with next action prompts the owner can act on in one click.
LiveArchive
Disqualified and dormant records with reason codes, surfaced quarterly for revisit.
LiveFeedback
Closed-won and closed-lost feed back into scoring weights, model improves over time.
LiveThink this belongs in your scope?
Add it alongside anything else that fits, then send the shortlist over. We'll reply with the shape we'd recommend — sequence included, and the parts we think you can skip.
Build what comes next.
Whether you need growth, answers or capability, VISFO helps you move earlier and faster.