Finding customers with Snappy Front Desk · Lesson 1 of 5

Say who you're looking for

1:27 · Captions: English, Arabic, French and Chinese.

Most prospect lists start as a guess typed into a search box. In this lesson, Yusuf tells Snappy, in his own words, who Harbour Gate wants to work with.

What you'll learn

  • Describe your ideal customer in your own words
  • See what Snappy understood
  • Correct it before you start

Most prospect lists start as a guess typed into a search box. In this lesson, Yusuf tells Snappy, in his own words, who Harbour Gate wants to work with. Yusuf opens Front Desk and starts a new campaign.

Step by step

  1. Who and where — He's looking for organisations in the UAE — in Dubai and Abu Dhabi, and fifty firms to start with.
  2. In your own words — He describes them the way he would to a colleague: business set-up consultants who form companies for foreign founders, but don't keep their books. He wants to reach the founder or the managing partner. Snappy reads the description.
  3. What Snappy understood — Here's what it understood: the kind of business, the words to look for, and who to reach. Each one is a chip he can remove, or add to. And what he doesn't want: firms that already keep books. Snappy leaves out the ones that say they do accounting or bookkeeping, and says plainly what it can't check yet.
  4. How many match — Underneath, the count from Snappy's business library: how many firms match, and how many have a published e-mail.
  5. Correct it — He removes a chip he doesn't need, and the count checks again straight away. The kind of business and the areas set how many firms there are; the words decide which come first.

A target you can read and correct, before anything is sent. Next: the firms themselves.