Prospects

Identify the companies visiting your website, score them against your ideal customer profile, and turn the best fits into opportunities.

Written By Victor Raessen

Last updated About 18 hours ago

Prospects turns anonymous website traffic into a working pipeline. Once visitor tracking is installed, Salesbuildr identifies the companies visiting your site, scores each one against your ideal customer profile (ICP), and lets you triage, assign and convert the best fits — without leaving Salesbuildr.

Prospects is an internal-only area: it is available to admins and quote managers, and never to your end customers. If you don't see the Prospects tab, ask your administrator to enable it.

Getting started

1. Turn on visitor tracking

Open the Prospects tab. Until any data has landed you'll see the Install view:

  1. Enter the website you want to track. Salesbuildr sets up visitor tracking and generates a tracking snippet for it.

  2. Copy the snippet and paste it into the <head> of every page on your website.

  3. Publish your site. Identified visitors start appearing within a few minutes.

2. Set your ideal customer profile

From the Prospects list, open ICP. Salesbuildr can scan a domain (for example your own website) to draft your ICP — target industry, company size, geographies, buying signals and anti-patterns. Review it and save. Your ICP is what each identified company is scored against, so keeping it accurate directly improves the fit scoring.

The Prospects list

Every identified company appears in the list with its ICP fit, industry, size, country, visit count and last visit. The fit chip is one of:

  • Likely fit — a strong match for your ICP

  • Maybe — a partial match worth reviewing

  • Out of ICP — unlikely to be a fit

  • ICP fit / Opportunity / Customer — a decision you or the system has made (see below)

Filtering and the summary tiles

Use the filters on the left to narrow the list by ICP fit, Status (identified, enriched, briefed, converted), Visibility, Owner, employees, geography, source or medium. The summary tiles at the top (Identified, Likely fit, Maybe, Enriched, Converted) are clickable — selecting one opens the list already filtered to those companies.

By default the list shows only Visible companies. Selecting Clear filters resets back to Visible rather than showing everything.

Assigning an owner

Assign any prospect to a colleague using the Owner column in the list, or from the company's detail page. You can then filter the list by owner to see just your own prospects.

Working a prospect

Open a company to see its visit history, firmographics and ICP assessment. From here you can:

  • Add to ICP — mark the company as a fit and record why. Your reason is saved as a note and used as training material to improve future fit scoring.

  • Suppress company — hide a company that isn't relevant. Suppressed companies drop out of the default overview; switch the Visibility filter to Hidden to find and restore them.

  • Convert to opportunity — create a Salesbuildr company from the prospect (optionally importing contacts and creating an opportunity) so it can flow into your quoting process.

Existing customers are linked automatically

When a newly-identified visitor is already a company in Salesbuildr, it is linked automatically — you don't need to convert it by hand. Its fit is set from the linked company's type (for example, Customer or Opportunity) based on your lifecycle mapping. This applies only to newly-identified visitors; companies already in your list are not linked retroactively.

Lifecycle mapping

On the Install tab you can map which of your company types represent a lead and which represent a customer. When a linked company is created or updated, its prospect's fit follows that mapping — leads become Opportunity and customers become Customer — so the list stays in step with your CRM without manual updates.

The dashboard

The Dashboard tab shows your identified pipeline as a funnel — Identified → Likely fit → Maybe → Briefed → Opportunities — with a breakdown of what each traffic source is producing. Each funnel tile is clickable and opens the matching filtered list.

Privacy

Identification is company-level only and runs on a legitimate-interest basis. Any deeper enrichment of individual contacts is explicit, initiated by you, and logged in the audit trail.

See also