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PenguinPilot

AUTO PROSPECT

A finite call list every morning, with a reason for every name.

Auto Prospect scores your entire database overnight and bands it into "call today" and "worth a call" — each with a dated, verifiable reason rather than a gut feeling. It's part of the CRM, and it's the part people buy the CRM for.

Your database, worked every single day

Whotocalltoday,andexactlywhy

Set how many calls, texts and emails you want to do. Auto-Prospect reads every contact, note and click in your database, ranks the day for you, and writes the messages before you open your mouth.

  • 1You set the paceChoose how many calls, texts and emails you want each day — it never over-fills your diary.
  • 2Every name has a reasonThe list comes ranked from your own notes, activity and history, with the why attached.
  • 3The words are writtenTexts and emails drafted from that contact's record, ready to read, tweak and send.

WHAT YOU GET

Everything Auto Prospect does.

  • Whole-database scoring, every night

    Every contact is re-scored on recency, value, stage, engagement and the events that happened to them since you last spoke. Nothing sits untouched in the bottom of a spreadsheet for two years.

  • A dated reason, not a hunch

    Each name arrives with the evidence attached: opened the appraisal email twice, viewing booked eleven months ago, quote expired last Tuesday. You know what to open the call with before it rings.

  • Split by channel, with daily targets

    Calls, texts and emails each get their own target. The list is finite by design — you can finish it — and progress is visible per person and per team.

  • Skips need a reason

    Nobody silently disappears off the list. A skip asks why, and that answer feeds back into the score and the next reminder date.

  • Drafted messages, in your voice

    Texts and emails come pre-written from the same brand voice your site and social use. Send as-is, edit a line, or ignore it and pick up the phone.

  • Done chains into the next thing

    Finishing a call writes the note, logs it to the shared timeline, and schedules the follow-up in one flow — so the next contact happens whether anyone remembers or not.

HOW IT WORKS

From nothing to live.

  1. 1

    Get the data in

    Ignition imports, de-duplicates, enriches and segments your spreadsheets, CSVs or old CRM before Auto Prospect ever runs.

  2. 2

    Set the rules

    Choose what counts: deal value, silence since last contact, page views, email opens, stage age. The scoring model is yours, not a black box.

  3. 3

    Work the list

    Each morning every person gets a finite list split into calls, texts and emails, with a reason and a draft attached to each name.

  4. 4

    Watch it compound

    Outcomes feed back into the score, so the list gets sharper each week and dormant contacts resurface at the right time instead of never.

QUESTIONS

The obvious objections.

It's a module inside PenguinPilot CRM — no separate login or bill. We give it its own page because it's the reason most teams switch.

The rest of the platform

See tomorrow's call list, built from your data.

A 20-minute demo using a sample of your own database.

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