ProspectDesk — the spec

An internal lead-generation tool built for solo business owners who need to move from cold list to warm pitch without a sales team. ProspectDesk finds prospects by industry, location, and company size; surfaces everything relevant about each one; tracks all outreach activity; and keeps the pipeline fresh automatically so the owner always has 20 qualified targets ready to pitch each month.

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Decisions locked

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The core loop

1. Owner runs a filtered search (industry, location, company size) and gets a ranked list of prospects.
2. Owner opens a prospect card to review enriched details: company background, likely pain points, key contacts, and a one-click LinkedIn preview.
3. Owner reviews the auto-assembled pitch context (what the prospect cares about, why the service fits) and marks them ready to approach.
4. Owner logs outreach — call or email — directly inside the tool, with notes and a follow-up date.
5. Each week the system refreshes the prospect list automatically, surfacing new matches and archiving stale ones so the pipeline never goes cold.

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v1 scope

Prospect Search with Filters — A search interface that filters by industry, location, and company size. Returns a ranked list of prospects with summary cards. Lives on the main dashboard.

Enriched Prospect Profile — Each prospect card surfaces company details, inferred interests, relevant contacts, and pitch context in one view. One-click LinkedIn profile preview opens inline without leaving the tool. Lives on the prospect detail screen.

Outreach Tracker — Marks each prospect as contacted, pending, or closed. Prevents duplicate outreach and gives a clear view of who still needs a first touch. Lives on the pipeline screen.

Call and Email Log — Owner logs calls and emails with timestamps, notes, and a next-action date directly on the prospect card. All activity history is visible in chronological order. Lives on the prospect detail screen.

Weekly Prospect List Refresh — A scheduled job that runs every Monday, pulls new prospects matching saved filter criteria, and flags them in the pipeline. Stale or unresponsive prospects are automatically archived. Configured on the settings screen.

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Deliberately later

• Bulk contact export — automating mass export is a compliance and data-quality concern best tackled once the core workflow is proven and volume justifies it.
• Buying intent signals — intent data requires third-party integrations that add cost and complexity; worth adding in v2 once baseline conversion is established.
• Conversion metrics dashboard — meaningful conversion reporting needs at least 60–90 days of pipeline data; build it after the 30-day success metric is consistently hit.

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Data model sketch

• prospect — id, company name, industry, location, company size, enrichment data blob, linkedin_url, status (new / contacted / archived), created_at
• contact — id, prospect_id, name, role, email, phone, source
• outreach_log — id, prospect_id, contact_id, type (call / email), notes, logged_at, follow_up_date
• pitch_context — id, prospect_id, pain_points, fit_rationale, last_updated
• saved_search — id, owner_id, filter_criteria (JSON), refresh_enabled, last_refreshed_at
• import_batch — id, filename, row_count, imported_at, status

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Screens

• Dashboard — displays this week's refreshed prospect list and a count of active pipeline items at a glance.
• Search — filter panel (industry, location, company size) with ranked results list below.
• Prospect Detail — full enriched profile, pitch context, contact list with LinkedIn preview, and outreach log.
• Pipeline — kanban or list view of all prospects by outreach status (new, contacted, follow-up, closed).
• Log Entry Modal — quick-entry overlay for calls and emails, triggered from the prospect detail or pipeline screen.
• Settings — manage saved search filters, weekly refresh schedule, and spreadsheet import.

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How to use this document

• Bring it into Mind Palace, where the guided platform and its AI coach pick up from exactly this document and build the tool with you step by step.
• Hand it to a developer as the complete brief — scope, data model, and screens are defined; no gap-filling required.
• Keep it as the single source of truth while you build, so every feature decision stays anchored to the 20-prospects-per-month success metric.