🎓
Boomerangme knowledge base
  • Getting started
    • 🚀Introduction
    • ✅Getting started - Quick wins!
      • 🔁 Quick Win #1: Regular loyalty card setup
      • 🎫 Quick Win #2 Creating a coupon card to attract new customers
      • ✅ Quick Win #3: Importing existing customers and issuing loyalty cards
      • 🪃 Quick Win #4: Loyalty Cards Delivery by SMS and Email
      • 📲 Quick Win #5: How to Promote Your Loyalty Card with QR Code
      • 👨‍💼 Quick Win #6: Creating manager seats for salespeople in local stores
      • 👯‍♀️ Quick Win #7: Setting up a referral program
    • 🔑Login and registration
      • 🧑‍💻How to Register on Boomerangme?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
    • 📖Product presentation
    • 💰Affiliate program
  • Inspiration & Ideas
    • 💡Inspiration
    • 💎Use cases
      • 🔵Boomerangme + Facebook Ads
      • 🔵Boomerangme + Google Ads
    • 💼Case studies
    • 💲Loyalty ROI calculator
    • 💰Agency margin profit calculator
  • Cards creation
    • ✴️Stamp
    • 🎟️Multipass
    • 💰Cashback
    • 🎁Gift
    • 🎫Coupon
    • ❤️Membership
    • 💲Discount
    • 🎁Reward
  • How to install the card
    • 🍏iPhone (iOS)
    • 🤖Android
      • PWA cards on Android
      • Google Pay on Android
    • 🔁How to restore the card
  • Customers (CRM)
    • 👨Customer profile
    • 🔃Import / export
    • 🗃️Customer filters
    • 📊RFM analysis
  • Scanner app
    • 👀How it works
    • ⬇️Installation
    • ⚡Login in the scanner app
    • 📸Scan and make transactions
      • ✴️Scanner app – Stamp
      • 🎟️Scanner app – Multipass
      • 💰Scanner app – Cashback
      • 💳Scanner app – Certificate
      • 🎫Scanner app – Coupon
      • ❤️Scanner app – Membership card
      • 💲Scanner app – Discount
      • 🎁Scanner app – Reward
  • Managers
    • 🔃Manager (team member) seats Add / edit / delete
    • 👨‍💼Manager (team member) profile
  • Card distribution
    • 🏪Offline
      • 📸QR code
      • 📄Table tent
      • ⚪Stickers
    • 🌐Online
      • 🔗Link for sharing
      • 💬SMS delivery
      • 📧Email delivery
  • Push notifications
    • 👀How it works
      • 🍏iPhone (iOS)
      • 🤖Android
      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push section
      • Marketing push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Transactional push
      • Geo-push
      • Push automation
        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • Mailings
    • 📧How to create and send a mailing
    • 🟢Ноw to connect WhatsApp Bot
    • 🔵How to create a facebook messenger bot on the facebook side
    • 🔵How to Create a Telegram Bot
  • Dashboard
    • 📈Dashboard
      • 🗺️How to Access the Dashboard?
      • 🎛️What does the Boomerangme Dashboard Include?
  • Feedback collection
    • ⭐Feedback collection
  • Referral program
    • 👯Referral program
  • Geolocations
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
      • 📌How to Add a Location?
  • Settings
    • ⚙️Settings
      • 💳Plan
      • 🛠️Personal Settings
      • 🔗Integrations
      • 🪝Webhooks
  • ⭐Promo codes
  • White label
    • ⚪White label
    • 🌎Domain name
    • 📧Mailgun
    • 📧SMTP
    • 💬Twilio
    • 🔗Google tag manager
    • 💲Stripe
      • 🖊️Manage subscription
    • 💲PayPal
  • ⚙️Settings
  • Agency account
    • 💲Agencies
    • ⚡Sub-accounts
    • 💰Payments
    • 💱Plans
    • 🪧Agency Lаnding
  • 📖Presentation for Agencies
  • PROSPECTING
    • 🚀Richie, your AI Sales Copilot
    • 👨‍💼Prospecting
    • 📚Snapshots
    • 📧Setting up Mailgun Account
  • Franchise account
    • 🌎Franchise chains
  • MARKETPLACE
    • 🚀Create an Application
    • 🟢Shopify POS
    • ♦️Lightspeed POS
    • ⚫Square
    • 🍕GloriaFood
  • Integrations
    • 🟠Toast POS
    • 🟢HighLevel
      • Connect "Boomerangme" with GoHighLevel
      • How to install the Boomerangme plugin
    • 🔵ActiveCampaign
    • 🔵Manychat
    • 🔵UChat
    • ⚫Square
    • 🟢Shopify
  • 🔵Wordpress Woocommerce
  • API
    • 🔗API docs
    • 🪝Webhooks
    • 🟠Zapier
    • 🟢Pabbly
    • 🟠Integrately
    • 🔵KonnectzIT
    • 🟠Albato
    • 🟣Make.com
  • Tutorials
    • 📺Video tutorials
  • Support
    • 🆘Intercom chat
    • ❓FAQ
    • 🍀AppSumo
    • 🗺️Roadmap
    • ✨Community
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  1. PROSPECTING

Prospecting

Learn more about finding and attracting clients

PreviousRichie, your AI Sales CopilotNextSnapshots

Last updated 1 year ago

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e 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.

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.

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.

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.

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.

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

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

You can view the landing page in the sub-accounts section.

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

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