New client

Add a client and their targeting profile so the pipeline knows who to look for.

Basics

Who they are, and who we'll talk to during onboarding.

Name *

Industry

Contact name

Contact email

What kind of leads should the pipeline look for?

Target industries *

Press Enter or comma to add. Free text — typeahead comes later.

Target locations *

UK cities or regions. Postcode targeting comes later.

Minimum company age

years Filters out new incorporations. Optional.

Employee size bands

1-10 11-50 51-200 200+

Multi-select. Leave empty to allow any size.

Active filing only — exclude dormant or dissolved companies (Companies House)

Exclusion list

Domains and company names this client must never contact — their existing customers, competitors, anyone they've already pitched. Optional.

Status will be set to Active. No pipeline runs automatically — trigger the first Find new leads from the client detail page when ready.

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