Digital Solutions
PROSPECT INTELLIGENCE CAPTURE

Prospect Intelligence Capture

Capture businesses that may benefit from our web development, business systems, digital marketing, cybersecurity, AI automation, e-commerce and related services.

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1

Prospect Business

Basic information about the business you've identified as a potential client.

2

How Did We Find You?

Record how the prospect/business was discovered. This is useful for measuring prospecting channels.

Optional URL where the business was discovered.
3

Contact Person

4

Business & Digital Information

5

What Can We Help You With?

Select all services that appear relevant to this prospect.

6

Business Problems & Opportunities

Identify problems first. The appropriate solution/service can then be mapped to them.

7

Current Technology & Processes

8

Opportunity Assessment

9

Custom Analysis Fields

Create up to five custom analysis columns. Enter a field name and its corresponding value. These become named JSON properties.

10

Prospect Images

Upload up to 3 images. Each image is stored in Drive with its own URL.

Maximum 3 images. Maximum 5 MB per image.
11

File Attachments

Upload up to 3 independent files. Each file receives its own Drive URL.

Maximum 3 files. Maximum 10 MB per file.
12

Additional Comments

13

Lead Qualification

Your agent username — the dashboard only shows you leads captured under this username.

14

Services & Quote

Select services or solutions to build a live estimate.

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15

Opportunity Score

Score each opportunity from 0–10. These fields can later be automatically calculated by the backend or AI.

The overall score is calculated automatically as a weighted average of the category scores (weights are configured by the administrator).
16

Privacy & Consent