Prospecting strategy

Prospecting strategy

  • Description

    Learn how to master the art of prospecting using ClientLook to achieve unprecedented success. Find out how to process leads, categorize contacts, schedule task, log completed activity and more.

    This session is also designed to help you make the most of every call whether you’re in the office or in the field. Discover all the ways you’ll use ClientLook to effortlessly builds relationships between records to ensure you sound like an expert during every prospect interaction.

    Learn how to use your ClientLook data to find opportunities that only you know about. If you’re ready to develop the best prospecting skills of your career, then this service is for you.

    Process involved

    Here’s how this session is delivered:

    • We conduct an interview to understand your goals for this session
    • We choose a date and time for your session
    • We email web conferencing information to your attendee list
    • Your session is delivered by a ClientLook expert
    • A recording is provided for future review


    This session can usually be delivered in 1-2 weeks.


    This will help you:

    • Discover how to track prospects most effectively
    • Maximize the success of every call
    • Promote long term business growth
  • Intended user

    Any ClientLook subscriber, team or company


    No prerequisites required


    This 60-minute live web session is $225. Attendees unlimited. Recording provided.

    Request info

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