Inclusion criteria
Describe the types of company the agency can serve, its geographical scope and the situations in which the offer is not suitable.
Explorador Comercial
explorador comercial · agencies
Sales lists with context for your agency’s next campaign.
Turn scattered research into a routine for discovery, qualification and export. Explorador Comercial helps you prepare companies for relevant outreach, with review by your team.
How to organise the work
Define a campaign for each client or service
Choose the territory, sector and agency offer. A list for selling website development may need different criteria from a local advertising campaign.
Find and save companies
In Explorador Comercial, search by location and segment. Review the results and organise prospects into lists with names that identify the campaign, region and owner.
Qualify the relevant signals
Enrich the available contact information, review websites and record a possible need to investigate. A public signal is a starting point for research, not confirmed buying intent.
Export and follow up through your sales process
Prepare a CSV of the selected prospects and decide who will review them, contact them and update their status in the CRM or worksheet. Exporting does not start campaigns automatically.
What to prepare before you start
Campaign organisation
Define list names, context fields and owners. If you work with data for several clients, also confirm the access and sharing rules you need.
Follow-up capacity
Choose a research volume your team can review and work through. Compare the plan’s search, enrichment and export limits with that routine.
Limitations to consider
- Results depend on the public data available and need human review.
- Limits vary by plan and feature. Check the current catalogue in the application before planning your campaign.
- A contact list does not establish permission to use any channel or guarantee replies or sales.
Questions before you start
Does Explorador Comercial send campaigns on behalf of the agency?
The workflow shown here covers research, organisation, qualification and export. Sending messages and following up remain part of the agency’s sales process; additional integrations or automations need their own assessment.
Can I organise lists by client?
You can create lists by campaign, region or client. List organisation should not be confused with a client portal or guarantees of isolation between accounts: confirm access requirements before choosing your configuration.
How do I assess whether it is worthwhile for the agency?
Try a representative search. Compare the time it takes to produce a reviewed list, the proportion of companies that fit your offer and the work needed to complete the data. Do not rely only on the raw number of results.
Use these resources to inform your decision
A prospecting tool or a spreadsheet?
Criteria for choosing where to research, organise and follow up on opportunities.
Build a list by city and sector
A process for defining your territory, criteria and priorities before making contact.
Commercial qualification spreadsheet
A CSV template for recording context and the next step for each company.