Five businesses worth approaching. The introduction already written.

How Prospect Introduction Drafter actually works

Winning commercial work is rarely blocked on not knowing what to say. It is blocked on the hour nobody has: sitting down, finding businesses that genuinely fit what you sell, checking each one is real and in the right place, checking you are not about to write to a firm you already invoice, and then writing something that does not read like a template. That is most of an evening for five names, which is exactly why it keeps not happening.

This employee does that hour, on a bounded window, and stops before the part that is yours to decide.

1. Confirm the offer and targetIt claims the exact offer, kind of business and service area you set when you hired it, plus the research window it is working. Nothing broader, and no quietly widened search because the first pass came up short.
2. Find public business candidatesA bounded search of public business pages against those criteria, capped at five candidates in a single run — three, if that is the pack size you chose. For every candidate it keeps the URL it read and the date it read it.
3. Verify each businessConfirms the business identity and that it really is in your service area, against the evidence it cited. A candidate whose identity it cannot pin down, or a finding with no stable URL and no evidence date, does not go into the pack — it comes to you instead.
4. Remove customers, open leads and exclusionsChecks the customer, lead, opt-out and prior-pack records you selected, and takes out anyone you already deal with, anyone who has opted out, and anyone who turned up in an earlier pack. Each business is tracked by its normalised web domain plus the research window start, so the same firm does not come round again next month.
5. Prepare tailored introduction draftsOne truthful, editable introduction for each remaining business, tied to the offer you set and written from the public evidence it actually cited. No sending, at any point, in any setting.
6. Save the dated packOne Result table called Prospect introduction drafts: research window, business, location, why it matched, the evidence links, the exclusion check and the draft itself. Open it, copy a draft, export the lot, or run the same job again on the next window. Fewer than five qualifying businesses is a finished job, not a failed one.

What it will not do

• Send an email, a message or a DM — its list of allowed actions is empty
• Buy, rent or scrape a contact list
• Research a private individual, use a scraped personal address, or infer private traits
• Create a customer record, a CRM entry or a quote
• Schedule a follow-up, or start a sequence
• Choose your legal basis, or tell you an introduction is lawful to send
• Claim a business wants what you sell, or invent fit, intent or demand
• Publish a post, reply to a comment, book anything in a diary, or take a payment

Every employee lands paused, and when you hire one you choose its Control — draft only, ask me each time, work on its own within the limits you set, or check and report only. This one arrives on draft only, and the setting matters less here than almost anywhere else on the shelf: its list of allowed actions is empty, so there is no mode in which it sends. What it may do without asking is the research and the drafting. It stops for unclear criteria, a business identity it cannot verify, a missing or ambiguous exclusion list, evidence it cannot reach, or a request for more candidates than the pack allows. More on Control settings on the safety page.

Where the UK rules sit — with you, not with it

This employee researches and it drafts. If you send one of its introductions, you are the sender, and UK direct marketing rules — the Privacy and Electronic Communications Regulations, and the data protection law behind them — apply to you rather than to a piece of software. That is deliberate. Choosing a legal basis and claiming legal compliance are both written into the job as things it does not do, so it will never hand you a draft with an implied all-clear attached to it.

Three things follow. It researches businesses, never private individuals, and it will not use a personal address it happened to come across. One of the five setup questions is what kind of business contact the drafts may use — that answer is yours, and it is the answer it works to. And it never writes as though a business has asked to hear from you, because inventing fit, intent or demand is excluded outright.

If you are not sure where you stand on introducing yourself to a business you have not dealt with before, the ICO publishes its own direct marketing guidance. Read it before you send anything, not after. Nothing on this page is legal advice, and nothing the employee produces is either.

What you set up

Five questions, asked once. The offer the introductions should cover. The kind of business that should match. The service area or geography to work in. What kind of business contact the drafts may use. And how many candidates a pack may contain at most — three or five.

Then the sources. Your offer and target criteria can come from a document or spreadsheet you point it at, or you can simply type them in at setup; the no-app route is a proper route here, not a consolation prize. Your exclusions come from the customer, lead and opt-out records you select, or a list you upload, or a straight confirmation that you do not keep one. The research itself is public web only, and if search is unavailable it will work from exact public business URLs you supplied at setup.

On connected apps, the honest position: Google Drive, Google Sheets, Notion, HubSpot, Pipedrive, Salesforce, QuickBooks, Xero, ServiceM8 and Mailchimp are all named in this employee as places it can read your criteria or your exclusion records from. None of those reads has completed a signed-in run for this job yet. So the route we will stand behind today is the one that needs nothing connected at all: criteria you type or upload, an exclusion list you upload, and bounded public research. Every app above has a page saying plainly where it stands, and the integrations index has the rest.

It runs when you press the button, or weekly, or monthly — and it arrives set to run only when you start it. It is capped at six runs a month by default and five public candidates per run, and it spends nothing outside LoopSuite. It tells you when a new pack is ready, or when criteria or a business identity need you. It stays quiet for duplicates, exclusions, a short pack, or a safe test.

Who it’s for

Trades and service firms whose customer is another business rather than a household. Commercial cleaners chasing an office or a surgery contract. Scaffolders and plant hire, whose customer is a builder. Grounds maintenance and commercial window cleaning, who would rather have managing agents, schools and care homes than another driveway. Sign-writers and vehicle wrappers, whose best week of the year is one fleet. Pest control, fire-alarm testing and PAT testing, all bought on contract by letting agents and site managers rather than called out in a panic.

It also fits the professional end of the same problem — a small IT firm, a bookkeeper, an agency — where everyone knows precisely what a good client looks like and nobody ever gets to the finding.

Five is the point. It is deliberately not a list of five hundred. Five businesses you can read in ten minutes, with the source next to each one, is something an owner will actually work through on a Friday afternoon; a spreadsheet of five hundred is something that gets opened once.

If the enquiry already came to you, this is the wrong employee — that is New Lead Checker. If you have open leads going cold, that is Lead Follow-up, which works real leads you already have and refuses cold outreach and bought lists outright. If what they want is a price, start with Quote Builder. The full roster has the rest.

Questions people ask

Wondering how an employee gets hired, tested and paused in the first place? The how it works page walks the whole thing, and the employees page is the full shelf.