01. One finds, another closes
One person finds and prepares the account; another carries the conversation with the whole context in front of them.
LeadCanvas for sales teams
Your team spends the day looking for who decides, not selling.
Every rep opens the account and already has the data, the person who decides and the reason to call, without redoing the research someone else did last week.
The same starting point for the whole team.
Another purchased database does not save the team a single day.
If every rep has to clean the list, find the right person, open the website and write from scratch, the tool adds records and subtracts no work.
Everyone prepares the account the same way
- Which company qualifies and which does not
- Relevant signals
- Which role to write to
- Why this account goes first
- What is said and when it gets picked back up
Where does the context go when a rep leaves?
When an account changes owner or someone new joins, the research and the history are already in the prospecting CRM, with nothing to rebuild.
With territories defined by market, industry, region or owner, duplicates drop, nobody writes twice to the same business and you can see which segments are still untouched.
Try it with your own market
Write who you are looking for and see the first search with its contact channels and signals.
Try LeadCanvasExplore the workflow with your own market.
One shared standard, different messages
A team needs shared rules, not carbon-copy messages. The risk of the carbon-copy message is double: the company already got it from someone else this week, and two of your reps can send it the same text two days apart. A shared standard and a message of your own per account prevent both. You can set:
- What an account has to meet
- Which roles get searched first
- Relevant signals
- Which data has to be verified
- How the message gets built
- Stages and why an account gets dropped
Each rep adapts the conversation. And looks at more than volume: accounts prepared, valid contacts, replies and why each account was dropped.
How does the work get split across the team?
02. Territory end to end
Each rep owns their whole territory: they search, prepare the account and run the follow-up.
03. Operations and team
Operations builds the searches and the team prepares the accounts; or marketing hands over companies and sales confirms who decides.
Keep what works
For every market they work, they write down:
- What they sell and to whom
- Which role they write to and what they look at
- Which message they use and how often they follow up
- When they stop following up
All of it stays saved: you repeat what worked and compare one segment against another.
How do you know where each data point came from?
A team needs to know where each data point came from, when it was pulled, who touched the account and what information leaves the company.
Questions for the demo: how credits get consumed, what happens with duplicates, how accounts get assigned, which integrations exist, how often people records refresh, what the system exports and which metrics it records.
“LeadCanvas gives a sales team the context to start with a useful conversation.”LeadCanvas customer · Trustpilot
“The workflow is clear, fast and easy to use when you are building a list from scratch.”LeadCanvas customer · Trustpilot
Frequently asked questions
How many users are included?
It depends on the plan you have active. The usual path is to start with the reps who actually prospect and add the rest once the process is working, not before.
How do we stop two reps from writing to the same company?
Every account shows who owns it and what they did. With territories defined by vertical, city or owner, nobody steps on someone else's account and you can see which segments are still untouched. That is the mistake that costs the most: the company gets two different messages from the same brand in the same week.
What happens when a rep leaves?
The research and the history stay with the account, not in their head or in their spreadsheet. Whoever picks it up sees what was written, what came back and what the next action was, so the relationship does not start from zero.
Does it help reps who just joined?
Yes, and that is where it shows most. A new rep usually takes weeks to learn who to aim at and with which argument. If they open the account and already have the data, the person who decides and the reason to call, they start producing much sooner.
Does it replace our CRM?
It covers the search and the preparation that come before the outreach, and it lives alongside an enterprise CRM. Whether you need to integrate it depends on how the team works.
Can we use our own criteria?
Yes. Searches, roles and stages adjust to the process the team already uses.
Give every rep the account ready to call.
Find the companies, prepare the context and keep it visible who is following whom.