Consulting prospecting works best when the offer is clear enough to recognize a possible fit. Give Dots a problem you solve and the conditions under which your work is valuable before asking for a list of companies.
This is a proposed workflow to configure and test with your business. It does not assume that Dots already has access to your sales systems.
Connect a focused consulting offer to credible account evidence
Define the result, the records the agent should use, and who owns the decisions. Keep the opportunity state in a shared tracker your team can inspect, with stable IDs, current sources, and the next action.
Prepare the information Dots needs
Offer definition
The problem, deliverable, ideal buyer, engagement boundaries, and current capacity.
Evidence you can use
Approved case studies, references, work examples, and claims you can substantiate.
Target-account signals
Public business changes or stated initiatives, recorded with source links and dates.
Relationship records
Current clients, prior discussions, referral sources, assigned contacts, and exclusions.
Verify app access before assigning work. Configure recurring tasks explicitly. Define action permissions before sending or changing records.
If a needed connection is unavailable, use an approved export for research and draft preparation. Keep source timestamps visible and require a current system check before an action depends on price, availability, or status.
Build the agentic workflow
1. Define the qualification question
Specify what would make an account worth a conversation. A company’s size or funding alone may say little about whether it needs your service.
2. Research facts and unknowns
Have Dots record the relevant public signal and why it may connect to your offer. Keep budget, internal priorities, and buyer authority unconfirmed until discussed.
3. Prepare a useful approach
Offer a specific observation or question grounded in evidence. Use approved proof and avoid implying that you have diagnosed the company’s internal problems from outside.
4. Qualify the conversation
Capture the prospect’s actual objective, constraints, timing, decision process, and next agreed step. Bring substantive advice and scope decisions to the consultant.
5. Build the proposal from discovery
Prepare a draft around confirmed requirements and approved terms. Keep speculative assumptions visible and record what needs agreement before work begins.
A worked example
Illustrative scenario; this is not a reported customer result.
A prospect publicly announces a new service location. Dots records the announcement and prepares a question about a relevant operational challenge. It does not assert that the company has a problem or budget that has never been confirmed.
A starter instruction for your dot
Research prospects for our defined consulting offer. Record relevant public evidence, source dates, and unknowns. Exclude current clients and restricted contacts. Draft useful first approaches for review using approved proof.
Track discovery requirements and next actions. Do not invent case studies, diagnose internal problems, or promise results.
For a repeating check, add a time, time zone, end date, and where results should arrive. Ask for confirmation that the schedule was saved. Define which exceptions deserve a notification and when the workflow should stop.
Measure the commercial result
Track qualified conversations, discovery meetings, proposals, won engagements, contribution, and time spent per opportunity. Evaluate which signals lead to suitable clients rather than maximizing outreach volume.
Keep the handoff clear
Protect client confidentiality when preparing proof. Use only approved case-study material, and verify that any claim about your experience, outcomes, or references can be supported.
Begin with a small, reviewable pilot. Inspect the records and actual outcomes before expanding its scope. Give the agent enough authority to complete the agreed work, with clear ownership of exceptions.
Talk to Looski about this workflow. We can help map the data, integrations, decisions, and measurement before implementation.
Frequently asked questions
Can Dots identify a prospect’s budget from public research?
Public signals may suggest a question, but do not establish a consulting budget or authority to buy. Keep those fields unknown until a legitimate discovery conversation confirms them.
What makes an effective consulting outreach prompt?
Define the problem you solve, the buyer, the evidence to look for, exclusions, and approved proof. Ask for a relevant hypothesis and question rather than a generic personalized sales pitch.