Prospect Card workflow for AI website prospecting

See how a Prospect Card keeps website evidence, fit score, opportunity signals, first lines, source notes, and export-ready fields together.

Prospect Cardprospect research cardwebsite evidence cardoutreach context card

What a Prospect Card should contain

A useful card is not just a company name and URL. It captures the smallest complete research package you need to decide whether the prospect deserves outreach.

  • Company, website URL, industry, follow-up status, saved status, and export status.
  • Fit score, confidence score, top opportunity signal, and reason to contact.
  • First line, short email context, source notes, contact path, and CSV field mapping.

Prospect Card field matrix

The field set should separate prospect fit, evidence quality, outreach copy, and downstream handoff so you do not treat every scanned website as a qualified lead.

  • Qualification fields: ICP fit, confidence, signal category, and save threshold.
  • Evidence fields: source page, observed website cue, business implication, and uncertainty note.
  • Handoff fields: export destination, first line, source notes, and export-ready status.

When a card should not be saved

The Prospect Card is also a quality gate. If the prospect has no credible reason to contact, the right outcome is to skip or review instead of exporting another weak lead.

  • Skip when the only signal is generic or unrelated to your offer.
  • Review when fit is strong but the source evidence is thin or uncertain.
  • Save when the card includes a specific signal, a clear buyer implication, and a first line you can verify.

FAQ

Is a Prospect Card the same as an exported row?

No. A Prospect Card sits before export. It helps you decide whether a website-backed prospect is worth saving and using in outreach.

Should every scanned website get a Prospect Card?

No. Scanned websites should become saved Prospect Cards only when fit and evidence support a credible outreach reason.

What makes a Prospect Card useful for cold outreach?

It keeps the source observation, buyer implication, first line, and export-ready notes together so you can verify the claim before sending.

Related resources

Start free scan