Docs/Winning clients

Prospects

Prospects: how businesses are scored and distributed, save vs unlock, exclusivity windows, and how to work an opportunity.

What is Prospects?

Prospects (/app/prospects) shows local businesses whose websites have gaps found by GeoScript's crawl and that fit your agency's market focus. Opportunities are distributed to your workspace — either exclusively (only your agency sees them for a window) or as shared distribution (visible to multiple agencies simultaneously).

How prospects work

Each prospect card shows:

  • Business name and domain — the prospect.
  • Opportunity Score — a website improvement opportunity score: 100 minus the site's crawl audit score. It measures gaps on the website (business details markup, FAQ content, direct answers and similar checks), not measured AI answers. AI visibility is only measured after the business becomes a client workspace. See the Opportunity Score methodology page for the full breakdown.
  • Confidence — how much evidence backs the score. Low-evidence scores are penalized rather than hidden.
  • Exclusivity badge — EXCLUSIVE or Shared. Exclusive opportunities are distributed only to your agency for a defined window (14 days). Shared opportunities are visible to multiple agencies.

Opportunities that are "released" (the window has passed or you have explicitly removed them) do not appear in your board.

Save vs unlock

Save to pipeline moves an opportunity into your CRM at the SAVED stage. This does not claim the opportunity or block other agencies from it in the shared pool. It simply adds the business to your pipeline so you can track it.

Unlock (available for qualifying opportunities) gives your agency access to deeper prospect intelligence for that business. Unlocking does not give you an exclusive client relationship — it surfaces additional signals to help you prepare a pitch.

Exclusivity (OPP_EXCLUSIVE_HELD) is a system-level state. When one agency activates a paid seat for a business, that business becomes exclusively linked to that agency and is blocked from distribution to others. You cannot manually claim exclusivity — it is enforced automatically when a seat is activated.

Working a prospect through CRM

Once you save a prospect, it appears in your Clients list at CRM stage SAVED. Move it through stages as you work the relationship:

SAVED → CONTACTED → REPLIED → MEETING → PROPOSAL → WON → LOST (if the deal falls through)

WON means the prospect has agreed to proceed. It does NOT mean a seat is active or billing has started. Activate the $399/month seat from the client detail page to move to a paid, monitored relationship.

Score explainability

The Opportunity Score (formula v2) is 100 minus the crawl audit score of the business's homepage. Each failed check is listed as a gap in the opportunity's evidence, and the formula version is stored with the score so you can trace how it was computed.

Full methodology: see /methodology/opportunity-score for the list of checks and their points.

What GeoScript does not do

GeoScript does not guarantee that a high-scoring opportunity will convert to a paying client. The Opportunity Score is not a purchase-probability prediction — it measures gaps on the business's website, not measured AI answers.

GeoScript does not fabricate opportunity urgency. Exclusivity windows are real database-enforced states, not marketing countdowns.

GeoScript does not provide contact information for prospect businesses. Prospect intelligence (contact signals) is a planned future feature not yet available.