Omni

Setting Up Prospecting

Define your ideal client profile and let OmniReach find leads for you.

Setting Up Prospecting

OmniReach finds potential clients that match your ideal profile and initiates outreach automatically.

Define Your Ideal Client

  • Go to Agents → OmniReach → Prospecting
  • Click Define Target Profile
  • Set your criteria:
  • Industry — e.g., healthcare, real estate, fitness
  • Location — City, state, or region
  • Business size — Solo, small team, medium business
  • Keywords — Terms related to your ideal client
  • Exclude — Industries or types to skip

    • How Prospecting Works

    OmniReach searches public business directories, social media, and professional networks to find businesses that match your criteria. For each prospect, it gathers:

  • Business name and contact info
  • Website and social profiles
  • Industry and size indicators
  • Relevance score (how well they match your criteria)

    • Review & Approve

    Before any outreach begins, you can review prospects:

  • Approve — Add to outreach queue
  • Skip — Remove from results
  • Save for later — Keep in your prospect pool

    • You can also enable auto-approve for prospects with a relevance score above your threshold.

    Prospect Limits

    Prospecting limits depend on your plan and protect you from over-outreach. The dashboard shows your current usage and remaining quota.

    NextOutreach Templates

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