Prospect Engine
Bradley Insurance Group  ·  Staff Only
🔒 Secure staff access  ·  biginsured.com

Good morning, Jason 👋

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📅
4 Follow-Ups Due Today

Don't let warm prospects go cold — reach out today.

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0
Total Prospects
+12 this week
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0
Contacted Today
+6 vs yesterday
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0
Follow-Ups Due
Due today
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0
Searches This Week
Active
Recent Prospect ActivityView All →
BusinessCategoryCityWebsiteStatusFound
Apex Excavating LLCContractor — GeneralCanal Winchester🔥 Hot2h ago
Buckeye HVAC ServicesContractor — HVACPickerington📧 Emailed3h ago
Central Ohio Boring Co.Contractor — BoringCanal Winchester🌐 None🆕 New5h ago
Smith & Associates LawProfessional — AttorneyLancaster📅 Follow-UpYesterday
Green Leaf LandscapingService — LandscapingPickerington✅ QuotedYesterday
Quick Actions
🔍
New SearchFind businesses by city or zip
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Today's Follow-Ups4 businesses need a second touch
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Send Campaign7 templates ready to deploy
📊
Export to ExcelDownload full prospect list
Live ActivityAll logs →
Search: HVAC · Canal Winchester
14 found · 9 new
2h ago
Email sent — Apex Excavating
Template 6 · Conversational
3h ago
Green Leaf Landscaping — Quoted!
Status updated · Jason B.
Yesterday
2 flagged: No Website Found
Routed to website pitch template
2d ago

📋 All Prospects

Your full pipeline — search, filter, update, and launch outreach

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247
Total
🆕
84
New
📧
93
Contacted
📅
4
Follow-Up
🔥
18
Hot
🌐
31
No Website
12
Won
🔍
Showing 25 of 247
0 selected
Business Name ↕ Category ↕ City ↕ Phone Rating ↕ Website Status ↕ Score ↕ Actions
Showing 1–25 of 247 prospects
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Email Sending Locked — Preview & Setup Mode Only Dry Run and template preview are available. Live Send and Test Mode will be enabled once Supabase + Gmail API are connected and all templates approved by Jason.
247
Total Prospects
83
In Active Sequence
341
Emails Sent Total
24%
Avg Open Rate
8
Responses This Month
Email Sequence
5 emails · 35 day drip
Standard
No Website
1
First Contact
Day 1 · Conversational
● Ready
2
Value Add Follow-Up
Day 5 · Professional
● Ready
3
Strategic Partners Pitch
Day 12 · Conversational
● Ready
4
Soft Final Touch
Day 21 · Ultra Short
○ Draft
5
Re-Engagement
Day 35 · Casual check-in
○ Draft
Recent Sends
BusinessEmailSent
Apex Excavating#12h ago
Buckeye HVAC#2Yesterday
Ohio Precision#1Yesterday
Smith Law#33d ago
Email #1 — First Contact
Day 1 · Conversational · Category-specific content
🔍 Dry Run
🧪 Test Mode
🚀 Live Send
🔍 Dry Run — shows you exactly what would be sent. No emails leave your system.
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Trades & Contractors
HVAC · Plumbing · Electrical · Roofing · Excavation · Boring · Grading
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Professional Services
Attorney · Accountant · CPA · Financial Advisor · Doctor · Dentist
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Retail & Restaurant
Auto Dealer · Restaurant · Salon · Barber · Retail
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Services
Landscaping · Cleaning · Auto Repair · Towing · Snow Removal
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Farm & Agriculture
Grain Farming · Livestock · Crop · Farm Property · Farm Auto
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Trades & Contractors — What's different in this template:

This version leads with commercial auto (work trucks), general liability on jobsites, inland marine for tools & equipment, and commercial property. Ohio workers comp is state-administered — never mentioned. Carrier suggestions: Progressive, Ohio Mutual, Nationwide, CNA.

{{Owner First Name}} {{Business Name}} {{City}} {{Business Type}} {{Rating}} {{Review Count}} {{X}} years {{Agent Name}}
Ready to send Email #1 — First Contact Dry Run — no emails will actually be sent. You'll see a full log of what would go out.
83 prospects
🔨 Trades: 41 · 💼 Professional: 18 · 🏪 Retail: 9 · 🚗 Services: 15

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2 overdue + 4 due today — 6 prospects need attention right now

Don't let warm leads go cold. Strike while the iron is hot — these businesses have already heard from you.

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2
Overdue
🔥
4
Due Today
📅
7
Tomorrow
📆
19
This Week
📋
83
All Active
Showing 6 follow-ups
April 2026
📅 Tomorrow
📅 In 3 days
📅 In 5 days
📅 Next week
📅 In 2 weeks

🚫 Do Not Contact

Businesses excluded from all outreach — checked automatically before every email send

🛡️
Auto-protection is active Every prospect is checked against this list before any email goes out. Current clients, referral partners, and opt-outs are all protected.
3 businesses on Do Not Contact list
Business Phone Reason Added
Heartland Insurance Agency (614) 555-0100 Competitor Jason B. · 2 weeks ago
Canal Winchester CPA Group (614) 555-0212 Current Client Jason B. · 1 month ago
Mike's Auto Body (740) 555-0387 Referral Partner Jason B. · 3 months ago

📊 Export / Google Sheets

Download your prospect data or push directly into your BIG Prospect Engine Google Sheet

📥 Download as Excel
Export your current filtered prospect list as a .xlsx file — opens in Excel, Google Sheets, or Numbers.
📊 Push to Google Sheets
Send prospects directly into your BIG Prospect Engine spreadsheet — RAW PROSPECTS tab. Apps Script email automations run from there.
Connected — BIG Prospect Engine — Commercial v1.0
📋 Export Outreach History
Download a full log of every email sent, call logged, and status change — useful for reporting and auditing.
Configuration
🏢Agency Info
🔑API Keys
📁Categories
🏛️Carriers
Outreach
📧Email Settings
📅Sequences
System
👥Users
🔗Integrations
⚠️Danger Zone
Agency Information
Used in email signatures and outreach templates
Used in all email templates — verify this URL is correct before sending campaigns.
Google Drive link or any public image URL. Appears in all outgoing emails and the app header.

Contact Information
📞Phone
✉️Email
🌐Website
📍Address
Owner / Decision Maker
👤Name
💼Title
Rating
📅In Business
Enrichment Status
Website found & scraped
Contact email found
Ohio SOS — partial match
BBB lookup — pending
Update Status