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The library · guides

Thirty guides. One for the job you do.

Short, practical reads on UK B2B prospecting, each one built on the live Companies House register. Pick the job you do and the guides written for it move to the front.

NO CARD · 130 MIN TO READ THE LOT

The shelf30GUIDES · 4 SHELVES
Playbooks1670 MIN
Public record signals1144 MIN
Compliance14 MIN
Research212 MIN
EVERY GUIDE RUNS ON THE LIVE REGISTER · RE-READ ON THE 1ST OF EVERY MONTH
Find yours

Thirty short reads. Two or three are yours.

Every guide names the job it was written for. Pick yours and those cards move to the front of each shelf; the rest stay where they are, so nothing you might want disappears.

30on the shelf
Everything, shelf by shelf

All 30 guides, 130 minutes of reading, sorted by subject.

Pick a job above to bring its guides forward.

Playbooks

16 GUIDES

How to actually run the job: what to filter, what to write, and when to send it.

01Meet a company when it is three weeks oldA three-week-old company has no accountant and no bookkeeping habit. Its first deadline is already ticking. Here is the intro that lands at that moment.For accountants5 min readRead it →02The first cold email when you are the sales teamNo sales background. No sequences. No patter. Founder-to-founder email works because it does not sound like sales. Here is how to write your first one.For founders5 min readRead it →03Patch maths: postcode prospecting for repsA patch is not a county. It is the ground you can actually cover. An agent set to one town or city turns "my area" into a number you can work every single week.For sales reps5 min readRead it →04Pitching with the filing in handThe filing tells you what a new company does, who runs it, and how new it is. A pitch built on those three facts reads like homework, not like spam.For agencies4 min readRead it →05ICP segments that refresh themselvesA bought list starts dying the day it arrives. A segment built as rules on the public record refreshes itself every morning. It simply never goes stale.For marketing teams4 min readRead it →06Coverage maths: what one agent replacesMost teams do not have a conversion problem. They have a coverage problem: whole postcodes full of matching companies that nobody has ever emailed once.For sales leaders5 min readRead it →07Dedupe rules that stop the same company twiceNothing burns a client relationship faster than delivering the same company twice. Dedupe must be a rule in the tool, not a Friday afternoon check.For lead gen agencies4 min readRead it →08Sector-by-sector intros that keep a desk fullOne template per sector beats one template for everyone. New employers in different sectors hire in different ways. The intro should show you know that.For recruiters5 min readRead it →09Write an intro that sounds like youSenior people delete templates on sight. The intro that survives is the one that sounds like a person they might actually hire. So keep your own voice.For consultants4 min readRead it →10Dedupe before delivery: keep the feed cleanDirty data is not a cleaning problem. It is a delivery problem. Records should be deduped before they ever reach the CRM, and never after they land.For sales ops4 min readRead it →11Filter new firms to the risks you writeA feed of every new company is noise. A feed filtered to your panel's appetite is something else entirely: a renewal book being born in real time.For insurance brokers4 min readRead it →12Send quotes without touching a keyboardOn the tools all day means the office work never happens. The fix is an agent that runs itself and only interrupts you when someone writes back to you.For trades4 min readRead it →13One agent for every new firm near youMSP marketing usually means referrals and hope. One agent on the public record covers every new firm worth managing in your region, week after week.For IT services4 min readRead it →14Introduce your service to new offices nearbyEvery new office in your area needs what you sell. None of them know you exist yet. A standing intro fixes that for good. You set it up just once.For B2B services4 min readRead it →15Sector filters that match what you stockA wholesaler's ideal customer list is its warehouse. The search filters should read like your aisles, not like a marketing persona on a whiteboard.For wholesalers4 min readRead it →16Fenestration marketing: win work without an agencyFenestration marketing agencies sell what the public record gives away: a steady list of the builders, developers and firms that buy windows, doors and glazing.For window & door companies5 min readRead it →

Public record signals

11 GUIDES

Things a company tells the public record that are worth acting on. Incorporations, filings, charges, addresses.

17Two filing signals that bring new clientsNew companies get all the attention. But the public record holds two quieter signals. Both say the same thing: this firm needs help with its numbers now.For accountants4 min readRead it →18New companies: the agency pitch windowEveryone pitches companies that already look successful. The better window is the two weeks after a company forms, before there is anything to look at.For agencies4 min readRead it →19Showing the board where every lead came fromWhen pipeline is questioned, "the data team bought a list" is a bad answer. "Every record traces to a Companies House filing" ends the conversation.For sales leaders4 min readRead it →20Push the morning list into your sequencerThe morning's leads are only valuable if they reach the client's sequencer soon after they land. A webhook does the handover. Here is how the whole thing works.For lead gen agencies4 min readRead it →21New companies: the hiring signal nobody seesJob boards tell you who is hiring today, along with every other agency. New company filings tell you who is hiring next quarter, before anyone else knows.For recruiters4 min readRead it →22Reach decision makers with a clear trailConsultants sell judgement, so the outreach itself must be beyond question. Public-record sourcing gives every email a paper trail you can show anyone.For consultants4 min readRead it →23Answer 'where did this record come from' fastThe question comes from reps, from compliance, and from the board. With filing-traced data the answer is a lookup, not an investigation. One minute, done.For sales ops4 min readRead it →24An area, a trade code, a self-renewing bookTwo filters, set once, produce what brokers spend careers building: a book that grows every week and renews every year. Here is the whole setup.For insurance brokers4 min readRead it →25Trade codes and area: search like a builderBuilders think in patches and trades, not in marketing segments. The search should work the same way. Two settings, set once, and then you are done.For trades4 min readRead it →26New premises: the signal behind services workA registered-office change to a real address is one of the record's most underrated signals. It means someone just got the keys to an actual building.For B2B services4 min readRead it →27Open trade accounts with new shopsThe best trade account opens before the shop has a delivery routine. This year's new shops are next year's standing orders. Write while they are still choosing.For wholesalers4 min readRead it →
30GUIDES · EACH ONE A SINGLE JOB
130 minTO READ EVERY ONE OF THEM
25FREE LEADS TO RUN ONE ON · NO CARD
One official source · every guide runs on it

Read one, then run it.

01Four minutes, not fortyEvery guide takes one job, says who it suits, and works it through on real Companies House data.
02Something to run todayEach one ends with the search or the email it describes, so you can go and do it the same afternoon.
03The same data you getNothing here is theory. The guides are written on the public record your own searches run on.
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