How to add a qualified prospect list to Teamgate

To import a prospect list into Teamgate yourself, save it as a spreadsheet file, such as a CSV, and use Teamgate's import tool. You upload the file, match each column to a Teamgate field, such as name, job title, company, email, phone, or website, and Teamgate creates a record for each row. Teamgate also connects to other tools through its API and through Zapier, so a form or another app can send new records in as they appear.

The first decision is which kind of record to create, because Teamgate treats unqualified and qualified prospects differently. A lead is a single record for someone you haven't vetted yet, with a lead status that tracks how far you've got. When a lead qualifies, you convert it, and Teamgate turns it into a person linked to a company, usually with a deal in your pipeline. If your list is already qualified, importing it as leads means someone has to convert every row by hand before sales can work it. Importing people and companies skips that step, but it leaves out the deals, so the prospects never show up in your pipeline.

The import also brings in only what the spreadsheet says. A list that qualified last quarter can include someone who has since changed jobs, a company that became a customer in the meantime, and a person a colleague already entered. Nothing on the imported record explains why the person was chosen or what to say to them, and nothing asks anyone to follow up.

A good result, then, is a set of Teamgate records sales would actually work. Each prospect still fits your ideal customer profile and still holds the role. Each one appears once, linked to the right company, with an owner, a source that says where they came from, a deal in the right pipeline, and a dated next step that carries the reason they were added.

Kite does that work for you. It rechecks the list before anything reaches Teamgate, reads your account to see who's already there and how your pipeline is set up, and writes the records and next steps together.

Start by telling Kite which prospects you want in Teamgate and who should follow up:

"Add this list of 60 prospects to Teamgate. Keep only the ones who still fit, put them in our New Business pipeline, and assign them to me."

Kite is an AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. Because it has already researched your company, it knows your ideal customer profile, your current customers, and your competitors, so it can judge fit without a long brief. You can work with Kite in the Kite web app or in Slack.

Kite can start from a list in several places. You can upload a CSV or spreadsheet in the conversation, paste the names in, or point Kite at a Google Sheet you've connected. If you don't have a list yet, ask Kite to build one, and it finds prospects through its own built-in sources, such as Apollo, without you needing an account there.

You'll need to connect your Teamgate account so Kite can read and write your records. When the job first needs Teamgate, Kite sends you a link to connect it. Kite then reads your account and tells you its plan: which prospects become people with deals and which become leads, which pipeline the deals go into, who owns each record, and which source it will record. Confirm the plan or change it, and Kite starts.

Kite checks every prospect against your ideal customer profile before it writes anything, because a list starts going stale the day it's built. It confirms that each person still holds the role at that company, using their public professional profile or the company's own pages, and it drops anyone who has moved on. It also removes your existing customers, your competitors, and anyone who has asked not to hear from you.

Each prospect who passes gets a fit score from one to five with a one-line reason, such as "Head of operations at a 90-person logistics company that just opened a second warehouse." When the list runs long, Kite splits it into primary and secondary groups so the owner knows where to start. If fewer people qualify than you sent, Kite tells you how many passed and why the rest fell short.

Kite also fills the gaps a list usually has. Its built-in sources supply a work email, the person's LinkedIn profile, and the company's website, industry, and size. They also turn up recent events, such as a funding round, a new leadership hire, or open roles on the team your product serves, which give the salesperson a reason to get in touch now. Kite keeps each email's verification status as the provider reports it, and it marks a missing email as not found rather than guessing one.

Kite searches your Teamgate account before it creates anything, so your records don't fill up with duplicates. It searches people and leads by email address and name, and it searches companies by name. Because a prospect can sit in Teamgate as an unconverted lead, Kite checks leads as well as people.

What it finds decides what happens next. When the person already exists, Kite leaves the record in place and adds the new deal and follow-up to it rather than creating a second person. When the company exists but the person doesn't, Kite adds the person and links them to that company. When the prospect is already an open lead, Kite updates the lead with what it found, such as a new title or a changed status, and mentions it in the summary so the owner can decide whether to convert it.

Kite reads your account's setup at the same time. It lists your users so it can assign the right owner, and it reads your pipelines and their stages, your lead sources, your lead statuses, and your industry list. That way every record uses the values your team already filters and reports on, instead of new ones Kite made up.

Kite adds your primary prospects as people, companies, and deals, because those are the prospects your team is ready to pursue. Your secondary prospects go in as leads by default, with a lead status that marks them as researched but not yet contacted. That keeps your pipeline limited to deals someone is actually working, while the secondary group stays in Teamgate where a salesperson can convert any of them later. If you'd rather have every prospect in the pipeline, or every prospect as a lead, say so and Kite follows that instead.

Kite creates each company first and then its people, so every person arrives linked to their account. A new company gets its name, website, and industry from your industry list. A new person gets the following:

• First and last name
• Job title
• Company
• Work email address
• Owner
• Source, such as the campaign or list the prospect came from

Kite then creates a deal for each primary prospect. It links the deal to the person, who is already linked to the company, names it clearly, places it at the first stage of the pipeline you chose, and assigns the same owner. Kite leaves the deal value empty unless you give it a typical deal size, because a guessed number would distort your pipeline forecast.

For a secondary prospect, Kite creates a single lead instead. The lead carries the person's name, title, company, work email, owner, source, and lead status, so converting it later produces the same person, company, and deal a primary prospect gets now.

Kite schedules an activity for the owner of every new deal, because a deal without a next step rarely moves. The activity is linked to the deal and the company, has a due date, and describes what to do and why, such as "Intro email: mention the second warehouse opening." The description carries the fit score, the reason, and the source for each fact, so the salesperson sees the research the moment they open their activities in Teamgate.

When the work is done, Kite posts a summary in the conversation where you asked. It says how many companies, people, deals, and leads it created, how many prospects matched records already in Teamgate, and how many activities it scheduled. It lists who it skipped and why, and it reports how many prospects have a verified work email. The full list comes with it as a table, so you can scan it without opening Teamgate.

From there, Kite can write a personalized first email for each primary prospect, based on the research it gathered. It sends those emails from your team's Kite address or a connected email product once you approve them. If you want new prospects added regularly, ask Kite to run the same job every week, and it will post each batch's summary in the same place.

When Kite finishes, your Teamgate pipeline holds your best prospects as deals with their next steps already scheduled, your lead list holds the rest, and your conversation with Kite holds the record of what changed.