> ## Documentation Index
> Fetch the complete documentation index at: https://support.yena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the market read for business development

> The Sourcer's market read is a BD artifact: bring a prospect evidence about their own talent market before they've signed anything.

The strongest first meeting with a prospect isn't a pitch deck — it's their own market, read accurately.

<Steps>
  <Step title="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.

    <Frame caption="The market read: pool strength and where the talent works today">
      <img src="https://mintcdn.com/yena/Qnbu2xUQbmZq03LN/images/screenshots/market-read.png?fit=max&auto=format&n=Qnbu2xUQbmZq03LN&q=85&s=a1bf9d22f1fb77965ee735b30f926cb5" alt="SourcerPro market read panel" width="278" height="270" data-path="images/screenshots/market-read.png" />
    </Frame>
  </Step>

  <Step title="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](/en/portal/sharing-a-shortlist) exists for exactly this phase.
  </Step>

  <Step title="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.

    <Frame caption="Power actions: convert a candidate into a client contact">
      <img src="https://mintcdn.com/yena/Qnbu2xUQbmZq03LN/images/screenshots/power-actions.png?fit=max&auto=format&n=Qnbu2xUQbmZq03LN&q=85&s=30cb881087c340cf6847414357e6f88b" alt="Convert to Customer power action" width="245" height="233" data-path="images/screenshots/power-actions.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>