For founders

ProspectGrade for founders

Your first customers start
with a clear next step.

You have a service to offer. Build a way to decide who to approach—and remember what happens after you do.

For businesses selling to other businesses.
Sample-data walkthroughs available; live data under evaluation.

You don’t need a sales department to begin

A practical routine
for finding your feet.

Prospecting means identifying potential customers and deciding who to approach. ProspectGrade is being built to connect that research with the notes and follow-ups that turn it into daily work.

Choose a first audience.

Start with what you sell, where you can deliver it and which businesses could benefit. Make the first audience specific enough to understand: an industry, a location and relevant decision-making roles.

Review why a business fits.

Look at the candidate’s grade, supporting information and missing details. A useful shortlist gives you a reason to approach each company—and questions to resolve before assuming it is right.

Keep what you learn.

After a conversation, record your notes and update the stage. Whether someone is interested, asks you to return later or is not a fit, the record gives that learning a place.

Leave a next step.

Set the follow-up date or log a requested callback. Return to your workspace to see what is due and continue with the context of your last conversation.

An example to make it concrete

You’re launching a commercial cleaning service.

You can serve a local area and want to approach offices. You need a manageable starting point, not a vague instruction to “do more sales.”

Illustrative example. It is not a customer testimonial or a promise of lead availability or results.

Define the audience

Choose the location and business categories you can support, then the roles likely to handle your type of service.

Resolve the unknowns

A sample candidate fits the area, but its size needs checking. Keep that question visible before treating the company as a strong opportunity.

Continue the conversation

If someone asks for a call next week, record the request and date. Return with the notes together, so the next conversation starts where the last one ended.

A place for your next action

The first conversation
isn’t the whole process.

Your follow-up routine should be as clear as your shortlist.

The working demonstration includes prospect notes, sales stages and follow-up lists. Explore them without connecting another CRM.

PROSPECTGRADE / FOLLOW-UPSSAMPLE DATA
Sample ProspectGrade follow-up workspace organised by due date
See the next steps recorded against your prospects. All companies, contacts and figures shown are demonstration data.

Is this the right fit for your business?

A good fit to explore: you sell to other businesses and will actively review prospects and manage conversations.

Talk to us first: you sell mainly to consumers, need a specialist dataset or want someone to run your sales for you. We should establish fit before you invest time.

Before your walkthrough

Start with your business.
Bring your questions.

What if I don’t know my ideal customer yet?

Bring a first hypothesis: what you sell, the area you serve and the kinds of businesses that could benefit. We can explore how those ideas translate into criteria. ProspectGrade does not validate demand on its own; customer conversations still matter.

How much setup do I need?

You do not need technical preparation for a walkthrough. Tell us about your business and we will show the workflow using sample records. We are not promising a particular setup time for production access.

Can I buy live leads now?

Current walkthroughs use fictional records. Live data coverage, fields, permissions and pricing are being evaluated and will be confirmed before paid access.

Will the software bring customers to me?

ProspectGrade is designed to help you research, prioritise and track your prospecting work. You still need a relevant offer and real conversations. No grade or follow-up tool can guarantee a reply or a sale.

Let’s start with your business

Bring your ambition.
We’ll walk through the next step.

Tell Kai what you sell and who you want to reach. We’ll explore the sample workflow together and discuss what you would need from the product.

Your walkthrough will cover

  • Turning your audience into clear search criteria
  • Reviewing a prospect and its fit
  • Tracking a conversation and the next follow-up
Request my walkthrough ↗

Opens your email app. We arrange a time by email.
info@prospectgrade.com
No technical preparation needed.