PBT Client Acquisition Command Center

Prospect → Follow-Up → Proposal → Client
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Sales Outreach Control Room

Today's work, overdue follow-ups and active sales movement.
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Automated Prospect Discovery

Build a review queue of legitimate public business prospects by market and business category. Discovery never sends email and never automatically promotes a business into outreach.

Official Website Discovery

Discovery quality controls: Score 80+ = strong review candidate. Score 65–79 = review candidate. Below 65 = enrichment only. Existing properties are suppressed using property-level identity, phone, address and name matching. A shared hotel-chain domain alone is never treated as a duplicate.

Prospect Discovery & Qualification

Build a legitimate transportation prospect list from public business information. Nothing here sends email. Prospects must be reviewed before entering the sales pipeline.


Batch Research Queue

If a public website blocks automated research or returns HTTP 429, open the batch and provide another legitimate public page such as Contact, Meetings, Events, Sales, RFP, Concierge or Hotel Information. The blocked page will not be repeatedly retried.

Paste up to 100 legitimate public business website URLs, one per line. Research runs sequentially and creates reviewable prospects only. It does not send outreach.

Research Batch Items

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Research Public Business Website

Paste the public website of a legitimate business. PBT will inspect the public page for business contact information and prepare a prospect for your review. Cost: $0.

Add Public Business Prospect

Lead Intake & CSV Import

Import legitimate business prospects. The system checks existing opportunities and the current import batch for duplicate email, phone, website, and company records before adding anything. No emails are automatically sent.

Due & Overdue Outreach Queue

Manual follow-up queue only. Nothing on this page sends an email automatically.

Due Priority Company Contact Sequence Subject Action
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Acquisition Pipeline

Priority Account Service Stage Value Next Action Follow-Up

New Opportunity

Contact Compliance

These controls determine whether this prospect may remain in the outreach workflow.

Outreach Sequence

Preview the sequence before creating tasks. This system does not automatically send email.

Select an opportunity first.

Opportunity Follow-Up Tasks

Select an opportunity.

Activity

Select an opportunity.

Website Discovery Queue

Businesses that still need a verified official website before enrichment. Research and verify one candidate at a time. No outreach is sent here.
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Production Review Queue

Verified and qualified discovery candidates waiting for explicit human review. Nothing in this queue is promoted or enrolled automatically.
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