The B2B prospecting process
A seven-step B2B prospecting process: define, discover, enrich, qualify, find people, personalize and approve.
Prosvera AI · 2026-09-21
A repeatable process keeps prospecting honest. Each step has a question: who do we want, who matches, what do we know, why them, who owns the problem, what do we say, and who approved the send.
The seven steps
This is the workflow Prosvera is built around.
- Define the ICP
- Discover companies
- Enrich public information
- Qualify with an ICP Fit Score
- Find decision-makers
- Personalize a draft
- Approve before sending
Related reading
Tell Prosvera who you want to sell to.