Passed gate — awaiting human review before Outreach push. Also see Bites: prospects who have responded.
Company
Sector
Region
Employees
Levy Pot
Urgency
Outcome
Learner Pot.
Rev/mo
Contact
Score
Action
Tasks due today0
Total Bites
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Active <3d
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At Risk 3–7d
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Gone Cold 7d+
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Learners
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Revenue / mo
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Company
Sector
Region
Programme
Employees
Levy Pot
Temperature
Stage
Staleness
Assigned To
Contact
Total Levy Pot
—
Revenue / mo
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Potential Learners
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Hot Prospects
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Pipeline by Stageclick to filter
Pipeline KPIsQ2 TARGET: —
Next Actions
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No actions scheduled
Open a deal and set a Next Action
Company
Sector
Employees
Levy Pot
Urgency
Programme Fit
Learner Pot.
Rev/mo
Contact
Stage
Verdict
Score
Assigned
Auto Harvest — Runs Nightly at 1:00am
Free sources only: CH Bulk Scan → CH API → Wage Estimator → Website Finder → Phone Finder → Gate Sweep
Checking...
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New Found
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CH Enriched
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Levy Calculated
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Websites Found
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Phones Found
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Promoted
Last run: —Next run: —
Enrich All — Free Sources Only
Chains all free enrichers in sequence: CH API → CH Turnover → Wage Estimator → Headcount → Website Finder → Phone Finder → Contact Scraper → Gate Sweep
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Companies House
Free UK gov API. Gets registered address, SIC code, years trading, director name. No credit limit.
Wage Bill Estimator
Calculates estimated annual wage bill from employee count × sector average salary. Also determines levy eligibility.
LinkedIn — Headcount + Contacts
Uses your LinkedIn session to find employee count and L&D/HR/Director contacts. 25 records/day limit. Cookie refreshes every ~2 weeks.
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Import Apollo CSV
Upload an Apollo.io company export CSV to bulk-update verified employee counts on all matching records. Fastest way to get real headcounts.
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Headcount — Google CSE
Searches Google for employee counts on all records missing headcount data. Covers both screening room and pipeline. Free — 100 searches/day.
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Apollo — Contact Finder
Finds HR Director / L&D Manager / CEO email and LinkedIn. Targets size_confirmed and passing companies. 3,000 credits/month limit.
Website Finder
Finds company websites for all screening room records. Uses Apollo → Bing → Brave → DuckDuckGo. Free.
Phone Finder
Finds UK phone numbers for all records. Uses Apollo → Yell → website scrape (JSON-LD + schema) → Bing snippet → DuckDuckGo. 5 parallel workers. Free.
Contact Name Finder
Visits company about/team pages and extracts L&D Manager, HR Director, Training Manager names via JSON-LD + HTML. Targets records with a website but no contact name. Free.
Gate Sweep + Rescore
Re-evaluates all screening room records against current gate criteria. Updates gate_status without promoting.
Apollo Prospect Search — Find by Headcount
Searches Apollo for UK companies with 85–5,000 employees in your target sectors. Imports directly with headcount already populated. Free — no credits used.
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Scan Companies House Bulk Data
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companies ready to import
Preview
Company
Sector
CH Size
Address
Yrs Trading
Turnover Band
Battle Card
Sector Intel
🎯 Spear Fishing
Email Sequence
Brochures
Asset Library
Email Check
Follow-up Rules
📧 Email Templates
Competitive Battle Card
How to handle every competitor and objection in the room.
Sector Intelligence Briefs
Select a sector above to view the brief.
Spear Fishing
Build a precision hit list. Filter by sector, programme fit, headcount and score — ranked by data completeness. Your top 50 targets, ready to go.
Target filters
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Target List
#
Company
Sector
Staff
Levy/yr
Score
Contact
Done
Campaign Ready
5-Touch Email Sequence Builder
Select a company from your pipeline to generate a personalised 5-email sequence.
Programme Brochures
Download or preview the latest brochures to share with prospects.
⚠️ Leaving w/c 13 April 2026 — do not assign new work
Handover: Any open accounts must be reassigned before his exit
Anna Beattie
Business Consultant — Data / AI
Focus: AI Automation and Data Tech programme sales
Also: Dual role at Richmond Training
Hayley Davies
CRM Coordinator
Focus: Pipeline hygiene, follow-up coordination, data accuracy
Richmond Training
Delivery arm of Think. Repositioning from care sector to corporate.
James Wilcott— Partner
Anna Beattie— Business Consultant - Data/AI · 01244 344322
Programme Status — Apr 2026
Changemaker L440 on programme
L3 Data Tech⚠ Open cohort — needs filling
AI EssentialsNEW — FREE course
AI Enabled Data TechNew brochure available
Strategic Risks
Henley Business School: 80% revenue dependency — existential risk being actively reduced. If a prospect mentions Henley, flag immediately.
UCQ (Newcastle/Tyneside): University acquisition target — full vertical integration play.
Government Shift
Growth & Skills Levy replacing Apprenticeship Levy. Favours IS8 sectors and shorter modular boot camps over multi-year degree apprenticeships. Sweet spot: £3m+ wage bill, unspent levy, finance lead motivated to spend before Treasury reclaims.
Outcome Campaigns
★ OC1L3 Data Technician — PRIORITY
OC2L4 AI Automation — Tech / Prof Services
OC3Healthcare Pathway
OC4Workforce Development — Mfg / Logistics
OC5Automation Consultancy — Education / LAs
Programme Ambassadors
One Ambassador owns all leads for their programme end-to-end. The Ambassador's name signs every outbound email. Neil Jenkinson has oversight of all five.
★ OC1Tim FullerL3 Data Technician Ambassador
OC2Richard StarbuckAI Automation Ambassador
OC3Ron GoodmanHealthcare & Adultcare Ambassador
OC4Neil JenkinsonWorkforce Development Ambassador + Oversight
OC5Dave HitchenAutomation Consultancy Ambassador
Go-To-Market: Win Local to Win National
Every campaign starts Merseyside first, North West second, national third. Local records score +5 and surface first in every view. Messaging always references the prospect's specific region by name — never generic national copy.
Target priorities
1. Local SMEs <86 employees (co-funded)
2. Large levy payers in Merseyside with skills gaps
3. IS8 sectors: digital, AI, engineering, health, green skills