Prospecting guides
Guides to the public record
30 short guides on doing UK B2B prospecting properly. Each one takes a single job, says who it suits, and works through it on real Companies House data. No theory you cannot run the same afternoon.
30
GUIDES
130 min
TO READ ALL OF THEM
4
SUBJECTS
25 leads
FREE, NO CARD
Playbooks
How to actually run the job: what to filter, what to write, and when to send it.
- For accountantsMeet 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.5 MIN READRead it →
- For foundersThe 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.5 MIN READRead it →
- For sales repsPatch maths: postcode prospecting for repsA patch is not a county. It is the ground you can actually cover. A postcode-radius search turns "my area" into a number you can work every single week.5 MIN READRead it →
- For agenciesPitching 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.4 MIN READRead it →
- For marketing teamsICP 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.4 MIN READRead it →
- For sales leadersCoverage maths: what one pipeline 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.5 MIN READRead it →
- For lead gen agenciesDedupe 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 pipeline, not a Friday afternoon check.4 MIN READRead it →
- For recruitersSector-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.5 MIN READRead it →
- For consultantsWrite 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.4 MIN READRead it →
- For sales opsDedupe 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.4 MIN READRead it →
- For insurance brokersFilter 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.4 MIN READRead it →
- For tradesSend quotes without touching a keyboardOn the tools all day means the office work never happens. The fix is a pipeline that runs itself and only interrupts you when someone says yes to you.4 MIN READRead it →
- For IT servicesOne pipeline for every new firm near youMSP marketing usually means referrals and hope. One pipeline on the public record covers every new firm worth managing in your region, week after week.4 MIN READRead it →
- For B2B servicesIntroduce your service to new offices nearbyEvery new office within your radius needs what you sell. None of them know you exist yet. A standing intro fixes that for good. You set it up just once.4 MIN READRead it →
- For wholesalersSector 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.4 MIN READRead it →
- For window & door companiesFenestration 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.5 MIN READRead it →
Public record signals
Things a company tells the public record that are worth acting on. Incorporations, filings, charges, addresses.
- For accountantsTwo 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.4 MIN READRead it →
- For agenciesNew 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.4 MIN READRead it →
- For sales leadersShowing 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.4 MIN READRead it →
- For lead gen agenciesPush the morning list into your sequencerThe 06:00 delivery is only valuable if it is in the client's sequencer by 06:01. The webhook is the product. Here is how the whole handover works.4 MIN READRead it →
- For recruitersNew 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.4 MIN READRead it →
- For consultantsReach 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.4 MIN READRead it →
- For sales opsAnswer '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.4 MIN READRead it →
- For insurance brokersA radius, 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.4 MIN READRead it →
- For tradesTrade codes and radius: 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.4 MIN READRead it →
- For B2B servicesNew 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.4 MIN READRead it →
- For wholesalersOpen trade accounts with brand-new shopsThe best trade account opens before the shop has a delivery routine. Last month's new shops are next month's standing orders. Write to them this week.4 MIN READRead it →
Compliance
What UK law asks of you before you send, in plain English.
Research
What we measured, and what the numbers changed our minds about.
- For every UK sellerThe early window: replies fall as companies ageWe looked at a year of UK outreach through one lens: how old was the company when the first email landed? The pattern is stark. The youngest firms reply.8 MIN READRead it →
- For every UK sellerUK director search: find who runs a companyEvery UK limited company names its directors in public. How to search the public record for free, and how to reach the directors of companies you want as customers.4 MIN READRead it →
One official source · every guide runs on it
Read one, then run it.
Every guide is built on the same Companies House data your searches run on. Start free with 25 leads. No card.
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