Case study

Finding the decision makers before the first call

Cold calling a company is slow. Calling the right person at that company is a different job entirely. This walk-through follows the path our sales and recruitment users take from business to person to conversation.

Start on the business profile

Every business profile lists its key people - the directors, owners and senior roles drawn from public records and published sources. On a 40-person company, that list is often three or four names: exactly the shortlist you would otherwise buy from a gatekeeper over four calls.

Open the person, read the context

Selecting a person shows their role and where they sit. Open the profile and the context deepens: their position, the business they belong to, and the same public-record backbone the business profile carries.

The questions that matter before a first call:

  • Is this still their current role?
  • How big is the business around them - an owner-operator or a department head?
  • Has anything changed recently on the business itself?

Unlock the contact once

Unlock contact reveals phone numbers and email addresses, spending credits from your balance. The unlock is remembered: the same person shows unlocked across your searches, lists and profiles. You pay once per record, not once per look.

Work the list, not the one

One person is a call. A list of them is a campaign:

  1. Build the People search that fits - role keywords, industry, location
  2. Add the right businesses to a list so the account context travels with the names
  3. Export with the contact fields you need - the dialog prices the export before you confirm

The call itself

Everything before this point took minutes. The call starts with a name, a role and a reason - which is the whole difference between prospecting and dialing.

Find your first decision maker with 20 free credits.

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