Prospect qualification before outreach starts

Score prospects with website signals, fit evidence, confidence, and a clear reason to contact before saving another lead.

prospect qualificationqualified outreach workflowlead qualification scoreprospect fit scoring

Separate fit from evidence quality

Fit score answers whether the company matches your offer. Confidence answers whether the available website evidence is strong enough to trust the recommendation. Both are needed before you save the prospect.

  • Fit includes industry, company type, service need, and offer relevance.
  • Confidence includes page depth, source clarity, and signal specificity.
  • A high-fit prospect with weak evidence may need manual review before outreach.

Define your save threshold

Set a clear threshold for when a prospect is worth saving. Without one, it is easy to keep too many companies that have no usable outreach angle.

  • Save when fit score is strong and at least two website cues support the angle.
  • Review when fit is strong but confidence is medium.
  • Skip when the only available notes are generic or unrelated to your offer.

Qualification matrix

A clear matrix keeps high-fit prospects with weak evidence out of outreach while preserving companies that deserve manual review.

  • High fit and high confidence: save as a Prospect Card and prioritize outreach.
  • High fit and low confidence: review another page before export.
  • Low fit and strong signal: archive the note unless your offer or ICP changes.

Carry qualification into export

The qualification context should not disappear when a prospect leaves the research tool. Export fields should include fit score, signal summary, first line, source notes, follow-up status, and saved/exported status.

  • Use status fields to prevent duplicate work.
  • Keep source notes in exports or your own notes for review.
  • Export only saved prospects when building outreach lists.

A practical save rule

Save a prospect when it matches the ICP, has at least two source-backed website cues, and has a first line you would be comfortable sending.

  • Fit score: 80 or higher.
  • Confidence: 70% or higher.
  • Status: saved, reviewed, and ready for CSV export.

FAQ

What is a good fit score threshold?

Start with 80 for high-priority outreach, then adjust based on reply quality and booked meetings rather than scan volume alone.

Should weak-fit prospects be deleted?

Not always. Keep them out of immediate outreach, but use notes to understand whether the ICP or scoring rules need refinement.

How should solo professionals review qualification quality?

Review saved prospects weekly by fit score, confidence, reply quality, and whether the first line matched a real source note.

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