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ProspectIQ Product Guide & Investor Proposal
Executive Summary
ProspectIQ is an AI-assisted prospecting and sales workspace that helps a business development team find companies, capture leads, manage contacts, track follow-ups, and move opportunities through a pipeline.
It is built for the daily reality of sales work: leads come from many places, notes get scattered, follow-ups are missed, and research takes too long. ProspectIQ brings that work into one clear system. A user can scan a business card, discover companies by location, research a target account, add contacts, track the pipeline, generate outreach support, and keep all activity connected to the right company.
For investors, ProspectIQ is positioned as a practical AI business tool, not a generic chatbot. It gives teams a working operating system for prospecting: capture the lead, understand the lead, prioritize the lead, act on the lead, and preserve the learning for future sales decisions.
Product Snapshot
ProspectIQ gives users one workspace for:
- Managing companies and contacts.
- Tracking sales stages visually.
- Capturing business cards and documents.
- Finding nearby or category-specific prospects.
- Researching companies.
- Chatting with an AI assistant that can use company context.
- Scheduling tasks and follow-ups.
- Reviewing activity history.
- Preparing better outreach.
The product is designed to be easy to understand for everyday users while still deep enough for serious sales operations.
The Problem ProspectIQ Solves
Sales and business development teams often work across too many disconnected tools:
- A spreadsheet for leads.
- A phone gallery full of business cards.
- A notes app for meeting comments.
- Google Maps for local discovery.
- Email drafts in inboxes.
- A CRM that is often incomplete.
- A separate AI chatbot that does not know the customer data.
This causes three expensive problems.
1. Lead Data Gets Lost
A promising contact from a trade show, meeting, supplier visit, or directory search may never become a proper record. Even when it does, details are often missing.
2. Follow-Ups Become Inconsistent
Without a shared view of tasks, activities, and next steps, opportunities can sit untouched. Sales momentum fades because the system does not clearly show what should happen next.
3. Research Takes Too Much Time
Before contacting a company, reps need to understand what the company does, who to speak to, why it is a good fit, and what message to send. Doing that manually for every prospect is slow.
ProspectIQ solves these problems by turning scattered prospecting work into a structured, repeatable workflow.
Who ProspectIQ Is For
ProspectIQ is useful for any team that needs to build and manage a targeted B2B prospect list.
Ideal users include:
- Business development representatives.
- Sales teams.
- Founders doing outbound sales.
- Local service businesses selling to offices or commercial sites.
- Manufacturing, sourcing, and distribution teams.
- Field sales teams.
- Agencies building prospect lists for clients.
- Managers who need visibility into pipeline activity.
The strongest early market is small and mid-sized B2B teams that need more structure than a spreadsheet but want something easier and more prospecting-focused than a heavy CRM.
How to Use ProspectIQ
Step 1: Start on the Home Dashboard
The Home dashboard is the daily command center. It shows the current workspace status, active tasks, recent activity, quick actions, and a calendar view.
Use it to:
- Check total companies and contacts.
- See active, won, and lost deals.
- Review today’s tasks.
- Add quick follow-ups.
- Open recent company activity.
- Jump into adding a company, importing contacts, reviewing the pipeline, or opening the learning playbook.
This screen helps a user answer: “What should I pay attention to today?”
Step 2: Search or Give a Command
At the top of the app is the global command bar. It acts like one search box for the whole workspace.
Users can type normal business requests such as:
- “Show aerospace companies in Ontario.”
- “Find companies in the Contacted stage.”
- “Add a task to follow up with Northstar tomorrow.”
- “Show companies on the board view.”
- “Add a new company called Hamilton Gearworks.”
The command bar reduces clicking and helps users move faster. Instead of remembering exactly where a feature lives, the user can say what they want to do.
Step 3: Manage Companies
The Companies screen is where the main prospect list lives.
Use it to:
- Browse all company records.
- Search by name, location, industry, or representative.
- Filter companies by province, city, industry, stage, size, last touched date, or assigned rep.
- Sort companies by name, fit score, or last activity.
- Add a new company manually.
- Select and delete records in bulk.
- Add custom columns for extra information.
- Hide or show columns depending on the current workflow.
- Open a company profile for deeper details.
This view is best when the user needs a spreadsheet-like overview of the prospect list.
Step 4: Use the Pipeline Board
The same company records can also be viewed as a pipeline board.
Use it to:
- See where every opportunity sits.
- Review companies by stage.
- Compare how many prospects are in each stage.
- Identify stalled stages.
- Focus on active opportunities.
The board is best when a manager or sales rep wants to understand sales movement visually.
Step 5: Open a Company Profile
Clicking a company opens its profile. This is the account’s home base.
Use a company profile to:
- Review company details.
- See website, phone, location, industry, staff size, and business type.
- Check the company’s current stage.
- View linked contacts.
- Read notes.
- Review outreach activity.
- Add new notes.
- Log calls, emails, meetings, and follow-ups.
- Store important context about fit, sourcing signals, or customer needs.
The company profile prevents account knowledge from being scattered across messages, documents, and personal memory.
Step 6: Manage Contacts
The Contacts area stores the people connected to each company.
Use it to:
- Add new contacts.
- Edit contact details.
- Track title, email, phone, and LinkedIn.
- Link each contact to a company.
- Mark one person as the primary contact.
- Keep decision-maker information organized.
This is especially important for outreach because the quality of a sales process often depends on knowing the right person to contact.
Step 7: Track Activities and Follow-Ups
ProspectIQ lets users log the work that happens around each account.
Users can track:
- Cold calls.
- Emails.
- Meetings.
- LinkedIn messages.
- Notes.
- Next actions.
- Follow-up dates.
This creates a timeline of what has happened with each company. It also helps the Home dashboard surface current and upcoming actions.
For a sales team, this is one of the most important habits ProspectIQ supports: every conversation should create a next step.
Step 8: Use Tasks for Daily Execution
The task section helps users keep small actions visible.
Use it to:
- Quickly add a task.
- Mark tasks complete.
- Edit or delete tasks.
- Schedule follow-ups.
- Keep personal daily work close to the sales workspace.
Tasks are useful for lightweight execution: call this person, review this account, send the proposal, update a profile, or check a meeting outcome.
Step 9: Capture Business Cards with OCR
The OCR tool turns a business card or image document into usable sales data.
Use it when:
- A rep receives a business card at a meeting.
- A user has an image with contact details.
- A company and contact need to be added quickly.
How it works from the user’s perspective:
- Open Prospecting Tools.
- Select OCR.
- Drag and drop a business card image or upload one.
- Review the extracted company and contact information.
- Edit any fields that need correction.
- Confirm and add the record to the CRM.
This feature converts offline conversations into structured pipeline data.
Step 10: Find Companies with Geo Finder
Geo Finder helps users discover companies based on location, category, industry, or search intent.
Use it to:
- Search for companies in a city or region.
- Find businesses near a specific area.
- Identify local prospects by category.
- Build a ranked list of companies.
- Export discovery results for further review.
Example uses:
- “Manufacturing companies near Toronto.”
- “Corporate offices in downtown San Francisco.”
- “Industrial suppliers around Hamilton.”
- “Hospitals within this region.”
Geo Finder is valuable because it helps users create new prospect lists instead of only managing existing leads.
Step 11: Research Companies with Company Extractor
Company Extractor helps turn company research into a structured profile.
Use it when:
- A user has a company name but needs more context.
- A rep wants to understand what a target company does.
- A manager wants a cleaner profile before outreach.
- A user wants to create a CRM-ready record from research.
The user can run a company extraction, review the generated profile, export it, and add useful information into the prospect list.
This feature reduces the time spent manually reading, copying, and organizing company research.
Step 12: Use Agent Space as the AI Workbench
Agent Space is the AI assistant area inside ProspectIQ.
Use it to:
- Ask questions about a company.
- Load company context into the conversation.
- Upload or use extracted card data as context.
- Prepare sales notes.
- Draft outreach ideas.
- Summarize account information.
- Think through next steps before contacting a prospect.
Agent Space is different from a generic chatbot because it can work with the user’s prospecting context. The goal is not just to answer general questions, but to help the user act on real account information.
Step 13: Review History
ProspectIQ keeps a history of important prospecting runs.
Use history to:
- Reopen previous OCR captures.
- Review earlier Geo Finder searches.
- Open past company research runs.
- Revisit previous AI conversations.
- Avoid repeating work.
History matters because prospecting is cumulative. The team should be able to learn from previous searches and research instead of starting from zero each time.
Step 14: Export Useful Outputs
ProspectIQ supports export workflows for sharing and review.
Use exports to:
- Download discovered company lists.
- Save researched company profiles.
- Share findings with team members.
- Prepare account summaries for managers or investors.
Exports make the product useful outside the app when users need a portable report, list, or profile.
Step 15: Use Learning, Reports, and Settings
ProspectIQ also includes supporting areas for team development and oversight.
Learning:
- Used for onboarding material.
- Helps new users understand sourcing guidelines, internal playbooks, and domain knowledge.
Reports:
- Used for reviewing performance and pipeline health.
- Helps managers understand activity, conversion, and account progress.
Settings:
- Used for workspace-level preferences and configuration.
- Helps the team keep the system organized.
These sections support the broader business operation around the core sales workflow.
Full Feature List
Sales Workspace
- Home dashboard.
- Global command bar.
- Sidebar navigation.
- Quick actions.
- Notifications.
- Daily tasks.
- Calendar view.
- Recent activity feed.
Company Management
- Company list.
- Company table view.
- Pipeline board view.
- Company profiles.
- Search and filters.
- Sorting.
- Stage tracking.
- Fit score display.
- Bulk selection.
- Bulk delete.
- Custom columns.
- Inline custom-field editing.
Contact Management
- Contact directory.
- Company-linked contacts.
- Primary contact selection.
- Contact editing.
- Email, phone, title, and LinkedIn tracking.
Outreach Tracking
- Activity logging.
- Notes.
- Pinned notes.
- Next actions.
- Follow-up dates.
- Recent activity timeline.
- Immediate action tracking.
AI and Prospecting Tools
- Business card OCR.
- Editable extraction review.
- OCR-to-CRM save flow.
- Geo Finder.
- Ranked company discovery.
- Company Extractor.
- Company profile generation.
- AI restructuring of research.
- AI fit analysis.
- AI briefing and outreach support.
- Agent Space assistant.
- Company context loading.
- Chat history.
Sharing and Review
- Geo result export.
- Company profile export.
- History for previous runs.
- Reopen past prospecting work.
The User Journey
ProspectIQ is easiest to understand as a complete sales journey.
1. Discover
The user finds potential companies through Geo Finder, manual entry, OCR, or Company Extractor.
2. Capture
The company and contact details are saved into the workspace. Business cards and research outputs become structured records.
3. Qualify
The user reviews industry, location, staff size, fit score, notes, and AI-generated context to decide whether the company is worth pursuing.
4. Organize
The company is placed into a pipeline stage. Contacts, notes, and activities are kept together.
5. Act
The user logs calls, sends emails, schedules meetings, adds tasks, and creates follow-ups.
6. Learn
The workspace keeps history. Over time, the team can see what types of companies, locations, and outreach actions produce results.
Business Value
ProspectIQ creates value in five practical ways.
1. Faster Lead Entry
Business cards, company research, and geo searches can become CRM-ready records faster than manual typing.
2. Better Follow-Up Discipline
Tasks, activities, next actions, and stages make it harder for good leads to be forgotten.
3. Cleaner Sales Data
Companies, contacts, notes, and activity history are organized around each account.
4. Smarter Outreach
AI assistance helps users understand the company and prepare more relevant communication.
5. Stronger Management Visibility
The pipeline, dashboard, reports, and history make it easier to understand what is happening across the prospecting operation.
Investor Perspective
ProspectIQ is attractive because it targets a painful and common business workflow: turning messy prospect information into revenue activity.
The product does not depend on users changing their entire sales process overnight. It improves the work they already do:
- Finding prospects.
- Saving contacts.
- Tracking companies.
- Preparing outreach.
- Following up.
- Reviewing progress.
This gives ProspectIQ a practical adoption path. A team can start with one workflow, such as business card capture or company discovery, then expand into pipeline management and AI-assisted sales execution.
Market Opportunity
ProspectIQ sits between CRM, lead generation, sales intelligence, and AI productivity.
Potential customer segments include:
- Small and mid-sized B2B sales teams.
- Local service businesses selling to commercial customers.
- Industrial and manufacturing sales teams.
- Procurement and sourcing teams.
- Agencies doing lead research.
- Field sales organizations.
- Founder-led companies building their first outbound process.
These teams often need more than a spreadsheet but less complexity than a large enterprise CRM. ProspectIQ can serve that middle ground with a more focused prospecting experience.
Competitive Advantage
Lead Capture and CRM in One Place
Many tools help store leads. Others help generate or research leads. ProspectIQ connects both sides.
Practical AI Inside the Workflow
The AI features are tied to everyday sales actions: scan, research, summarize, qualify, brief, and draft.
Context-Aware Assistance
Agent Space can use company and contact context, which makes the assistant more useful than a blank chat window.
Flexible Data Tracking
Custom columns let teams track the information that matters to their market without waiting for product changes.
Repeatable Sales Memory
History, notes, activities, and profiles give the team a memory that compounds over time.
Revenue Model
ProspectIQ can support several revenue streams:
- Monthly subscription per user.
- Team plans for shared workspaces.
- Usage credits for AI-heavy workflows.
- Premium exports and reporting.
- Vertical templates for specific industries.
- Setup and onboarding services.
- Custom workflow configuration for larger teams.
The most natural starting model is a per-seat subscription with usage limits for advanced AI prospecting features.
Why Now
Sales teams are ready for AI tools, but many AI tools still feel disconnected from real work. ProspectIQ is timely because it applies AI directly to prospecting workflows.
The market is ready because:
- Teams want faster research.
- Businesses need cleaner lead data.
- Reps are expected to do more with fewer tools.
- AI is becoming normal in daily work.
- Small and mid-sized teams need simple, useful sales systems.
- Existing CRMs are often too broad and too manual for early prospecting.
ProspectIQ can become the place where prospecting actually happens, not just where final records are stored.
Success Metrics
The product should be measured by outcomes that matter to sales teams.
Important metrics include:
- Number of leads captured per week.
- Time saved on manual data entry.
- Number of business cards converted into records.
- Number of companies discovered through Geo Finder.
- Percentage of companies with primary contacts.
- Number of follow-ups scheduled.
- Follow-up completion rate.
- Number of qualified companies moved forward in the pipeline.
- Meetings booked from ProspectIQ-managed leads.
- Proposals sent.
- Won opportunities.
- User retention and weekly active usage.
Investment Use of Funds
Investment would help turn ProspectIQ from a functional product into a polished commercial platform.
Funding can be used for:
- Product design polish.
- Customer onboarding experience.
- Sales and marketing materials.
- More investor-ready demos.
- More reliable AI workflows.
- Stronger reporting dashboards.
- Customer pilots.
- Product packaging and pricing.
- User testing with real sales teams.
The focus should be market validation, user experience, and proving that ProspectIQ saves time while improving lead quality.
Risks and Mitigations
Risk: Users Already Have a CRM
Mitigation:
Position ProspectIQ as a prospecting workspace that can either replace lightweight CRMs or feed better data into existing sales processes.
Risk: AI Output May Need Review
Mitigation:
Keep the user in control. ProspectIQ already uses review and confirmation flows for important captured information.
Risk: Users May Not Change Habits Quickly
Mitigation:
Start with high-value workflows that are immediately useful, such as OCR capture, Geo Finder, and company research.
Risk: The Market Has Many Sales Tools
Mitigation:
Focus on the early prospecting workflow, where many teams still rely on manual research and spreadsheets.
Strategic Narrative
ProspectIQ is building a focused operating system for B2B prospecting.
The product starts where many sales opportunities begin: a business card, a map search, a company name, a rough note, or a research task. It turns that raw signal into a company record, a contact, a profile, a next action, and eventually a pipeline opportunity.
That flow is valuable because prospecting is still one of the messiest parts of sales. Teams do not simply need another place to store data. They need a better way to create, qualify, organize, and act on that data.
ProspectIQ can win by owning this workflow:
- Discover the company.
- Capture the details.
- Understand the fit.
- Prepare outreach.
- Track the follow-up.
- Move the opportunity forward.
Over time, every company record, note, activity, and outcome makes the workspace smarter and more valuable.
Conclusion
ProspectIQ is a practical AI-assisted sales workspace for teams that need better prospecting. It brings together company management, contact tracking, pipeline visibility, business card capture, geographic discovery, company research, AI assistance, tasks, notes, and history.
The product is easy to explain: it helps teams find better prospects and follow up better.
For users, ProspectIQ saves time and brings order to daily sales work. For investors, it represents a focused opportunity in a large market where AI can create immediate operational value.
ProspectIQ by MapleMPSS. Confidential product guide and investor proposal.