# Prospecting

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### **Prospecting Process**

Prospecting Process – one of the key stages of sales, during which personalized **Proposal Pages** are sent to potential clients.

Prospecting section is designed to quickly find potential clients and create sub-accounts for them with ready-made card templates and a personalized landing page.

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To find potential clients, choose the filter that interests you. There are a total of 6 main filters corresponding to the business niches: Food and Beverage, Health and Wellness, Retail, Hospitality, Medicine, Professional Services. Set the filter you're interested in and select a company on the map.

You can also search in a specific area. To do this, click on "Search in Area".

You can also enter the company name in the search bar.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FeBkLHEBv2DbeIVGlGvd5%2FScreenshot%20at%20Sep%2025%2015-12-11.png?alt=media&#x26;token=d48773ce-a064-41fc-88fe-e371bc46d1f6" alt=""><figcaption></figcaption></figure>

On the map, click on the company for which you want to create a sub-account.

Click the "Create Sub-account" button. The sub-account creation form will appear in a few seconds.

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In the form, you can modify the sub-account details, plan, and prices, or you can leave everything as default. By default, a sub-account is created on the Business Trial plan.

You can send an offer to the company's email (for this, the Mailgun or Sendgrid service must be connected) during the sub-account creation phase or contact them personally.

The next step is to choose a snapshot. A snapshot is a set of ready-made card templates with geolocation and information about the company, configured for auto-push notifications and custom auto-push notifications.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FYrZSbSQiBg34OSzIQztO%2FScreenshot%20at%20Sep%2025%2015-16-29.png?alt=media&#x26;token=804c03c5-37b7-4cf2-a6fb-3f4ab3235f4c" alt=""><figcaption></figcaption></figure>

The sets of cards and themes depend on the business niche.

You can also create multiple sub-accounts by clicking a couple of buttons. Select the desired companies from the list and select "Create sub-accounts" in the actions.&#x20;

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In the modal window the necessary settings and then the required snapshot.

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&#x20;Your sub-accounts have been created. For each sub-account, a landing page with personalized company information, images, and reviews is generated.

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&#x20;You can view the proposal page in the sub-accounts section.

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Thanks to the prospecting section, the process of finding and attracting new clients is simplified.

### **What is a Proposal Page?**

A Proposal Page is a personalized page created for each potential client that shows exactly how their own loyalty card would look if they joined Boomerangme. It’s a *demo offer* designed to sell visually rather than verbally.

Each Proposal Page includes:

* A preview of the digital card with the client’s logo and brand colors.
* Contact buttons (WhatsApp, Telegram, phone call).
* A clear call to action (CTA), such as “Launch your card.”

**Goal:** Increase conversion from a cold lead to an interested client by demonstrating how easy and visually appealing their digital loyalty card will be.

The **buttons** on the proposal page — **“Contact us now”** and **“Try Reward Program”** — are designed to help convert potential clients into leads.\
Both buttons lead the visitor to schedule a **call or consultation with the agency**, where they can discuss the implementation of a Digital loyalty program and learn how it can increase customer retention and revenue.

These call-to-action elements are placed to encourage direct engagement and make it easier for businesses to take the next step toward launching their loyalty program with your agency.

#### Proposal Pages for Businesses Not Listed on Google

Proposal pages can only be generated for businesses that exist on Google Business Profile / Google Maps, because Prospecting relies on Google Places data. If a business is not listed on Google, you can still create a manual sub-account in the Subaccounts section, but a proposal page will not be generated for it.

<details>

<summary>What to do if the business logo is missing on the Proposal Page</summary>

When a subaccount is created through Prospecting, the system automatically tries to find the business logo from public sources such as Google Business Profile. If the logo is not available in public sources, the Proposal Page will be generated without it — only your agency logo will be displayed.

This automatic process cannot be re-run. However, you can add the logo manually:

1. Go to the subaccount's dashboard.
2. Open the Cards section (multiple cards are created automatically when the subaccount is generated from Prospecting).
3. Edit each card and go to the Design section.
4. Upload the business logo in the Logo field.
5. Click Save.
6. Repeat for all card templates in the subaccount — the logo must be uploaded to every card, not just one.

After saving, refresh the Proposal Page — the business logo will now appear.

**Note:** This is not related to your White Label branding settings. The Proposal Page displays the business logo from the subaccount's card design, not from your agency's White Label configuration.

</details>


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