New business prospects for B2B sales teams

Find prospects that fit your offer

The aim is a useful account list, not the largest possible list. A filing can reveal an entity that deserves research, but it does not establish revenue, headcount, budget or purchasing interest. Keep a raw prospect separate from a qualified opportunity.

Services you could help a business with

Territory and account research

Select filing jurisdictions, then verify operating addresses and service areas. Domestic formations and foreign registrations can represent different business events.

Outbound prospecting and account development

Research an observed need, match the offer to the business and check the relevant role before contacting anyone. Combine source records with your own account knowledge.

CRM building and channel partnerships

Map the file into your internal CRM or spreadsheet, deduplicate against existing accounts and record provenance. Research possible referral or channel partners as well as direct customers.

Useful fields for your research

Entity ID, name and jurisdiction

Use identifiers to avoid merging different entities with similar names. The filing state is not necessarily the operating state.

Filing date, entity type and status

Keep cohorts separate and confirm that the record describes the business event you want to target. Status does not prove active trading.

Published roles, addresses and available contacts

Verify the right person for your offer. Organisers, agents and managers have different roles; an appended number may not be a decision-maker direct dial.

Fields vary by state and record. Read the field guide and review a sample before relying on a column. Formation state, agent address and operating location are different facts.

A practical qualification workflow

1. Define an ideal customer profile using facts your team can actually verify.
2. Choose states, inspect a sample and agree the fields and delivery timing before activation.
3. Import into a staging sheet, check the identifiers and remove duplicates against your existing account list.
4. Research operating evidence, territory and the business problem your product addresses.
5. Move only suitable, verified prospects into outreach. Record conversations, opt-outs and next steps in your existing sales process.

Two ways to use the signal

Illustrative scenarios · not customer results

An example first approach

Illustrative message · use verified observations

Hello, we help regional product businesses manage repeat packaging orders. I noticed your public product launch and wanted to ask whether packaging supply is something your team is reviewing. If so, I can send a concise overview of the quantities and service area we support.

The public launch is an illustrative observation. Replace it with verified evidence and respect your organisation’s outreach and suppression processes.

Use an appropriate contact channel and your normal outreach, opt-out and suppression processes. Having a record does not establish a need or guarantee a response.

Choose your next step

• Read the prospecting guide
• Compare sources
• Understand record fields

Research state-specific availability

These guides explain differences in published records. A listed state is not confirmation of active delivery; coverage is confirmed before activation.

• Texas guide
• Illinois guide
• Colorado guide