Skip to main content
The strongest first meeting with a prospect isn’t a pitch deck — it’s their own market, read accurately.
1

Run the prospect's hardest role — in SourcerPro

Take the role they’ve struggled to fill and run it as a real search. You get a ranked pool and, more importantly, the market read: match strength, which competitors the talent sits in, and whether the pool is deep or thin.
SourcerPro market read panel
2

Bring the read, not the names

In the meeting, the finding is the product: “The pool for this profile in your region is 18 strong matches, concentrated at these employers; here’s why your ad isn’t reaching them.” Keep candidates anonymous — the portal’s Anonymize toggle exists for exactly this phase.
3

Log the company — in Clients

Create the prospect as a company (stage: Lead) so every conversation lands on the record. If your first contact came in as a candidate, Convert to Customer on their record flips them to a BD contact without retyping.
Convert to Customer power action
4

Close on the test mandate

The natural next sentence: “Give us this role as a test mandate — the shortlist exists.” Create the job, attach the portal, present the candidates you already found. The BD motion and the delivery motion are the same motion.
A thin-pool read is just as valuable in the room: telling a prospect their target profile barely exists — with evidence — builds more trust than promising twelve candidates you don’t have.