> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospecting

> Find new people to sell to by title, seniority, industry, company, and location, then save them straight into People and your lists

## What is Prospecting?

Prospecting is a people search built into the CRM. Describe who you want to reach (a title, a seniority level, an industry, a company size, a location) and Clarky searches People Data Labs, a database of hundreds of millions of professional profiles, for matches. Every result comes with name, current title, company, location, LinkedIn profile, and any work email or mobile phone on file. Save the ones you like into **People** with one click, optionally straight into a **List**, and they are ready for a Sequence.

Prospecting lives under **CRM > Prospecting**.

<Info>
  **Plan availability:** Startup or higher. Prospecting is pay as you go: any paid plan can buy prospect credits, and there is no subscription add-on. See [Plans & Billing](/features/settings/plans).
</Info>

## How credits work

Prospecting runs on **prospect credits**. One credit reveals one person. The price of every search is shown on the button before you click it, so there are no surprises.

<AccordionGroup>
  <Accordion title="Buying credits">
    Click **Buy credits** for a one-time pack of 100, 500, or 2,000 credits. Credits never expire and are shared by everyone in the workspace. Payment goes through Stripe on the card you already use for Clarky.
  </Accordion>

  <Accordion title="Included credits">
    Plans do not currently include monthly prospect credits; if a plan ever does, they are used before purchased credits and the balance pill shows both.
  </Accordion>

  <Accordion title="What is charged and what is free">
    A credit is used for each person a search reveals, whether or not you save them. Everything after that is free: browsing people you already revealed (the **Prospects** tab), saving them to People, adding them to lists, and running Sequences against them. Clarky also skips people your workspace already holds, so re-running a search brings you new people instead of charging you twice for the same ones.
  </Accordion>
</AccordionGroup>

<Tip>
  Start with **10 people per search** while you tune your filters, then move to 25 or 50 once results look right. The **Has work email** filter is on by default so every credit buys someone you can actually contact; switch it off if you are researching rather than reaching out.
</Tip>

## Running a search

<Tip>
  In a hurry? Type a sentence into **Describe who you want** at the top of the filters ("owners of roofing companies in Tampa with an email") and click **Fill filters**. Clarky fills in the chips for you, free of charge; review them, then press Search.
</Tip>

<Steps>
  <Step title="Describe who you want">
    Use the filter pane on the left. Every filter accepts several values (they are OR'd within a filter, AND'd across filters):

    * **Job title**: free text, matched loosely ("head of sales" also finds "Head of Sales, North America"). Suggestions appear as you type.
    * **Seniority**: C-level, Owner, Partner, VP, Director, Manager, Senior, Entry.
    * **Department**: Sales, Marketing, Engineering, Operations, Finance, and so on.
    * **Company**, **Company keyword** (a word that should appear in the company name, like "roofing"), **Company website**, **Industry**, **Company size**.
    * **Country**, **State / region**, **City**, and **Skills**.
    * **Has work email** and **Has mobile phone** toggles.
  </Step>

  <Step title="Pick how many people to reveal">
    Choose 10, 25, or 50 people per search. The Search button shows exactly how many credits it will use.
  </Step>

  <Step title="Search">
    Results appear in the table with name, title, company (with industry and size), location, email, and phone. Click the LinkedIn icon next to a name to open the profile. **Show more** at the bottom reveals the next page for the same price per person. With [Email Validation](/features/crm/email-validation) credits in the workspace, emails are checked in the background and a red **invalid** or amber **catch-all** pill appears next to addresses that may not be reachable.
  </Step>

  <Step title="Save to CRM">
    Tick the people you want and click **Save to CRM**. Choose no list, an existing list, or type a name to create a new list on the spot. Clarky creates the contacts (and their companies), tags them `prospect`, and links anyone who was already in your CRM instead of duplicating them.
  </Step>
</Steps>

## Example: owners of small roofing companies in Texas

1. **Industry**: Construction
2. **Job title**: owner, roofing, president
3. **Seniority**: Owner, C-level
4. **Company size**: 1-10, 11-50
5. **Country**: United States, **State / region**: Texas
6. Leave **Has work email** on

The title list is what narrows a broad industry like Construction down to roofers; the seniority and size filters keep you on owner-operators rather than staff at large firms.

## Ask Clarky and MCP

You can prospect from Ask Clarky too: "Find me 10 roofing companies in Tampa" runs the same search, shows the people in the chat, and offers to save them or add them to a list. Ten people means ten credits, so Ask Clarky defaults to 10 and only goes higher when you name a number. If the workspace has no credits it tells you where to buy them. The same `find-prospects` and `save-prospects` tools are available to Claude, Codex, and other AI tools through the [MCP server](/features/crm/mcp-server) on a write-scoped connection.

## The Prospects tab

Everyone you have ever revealed lives in **Prospects**, free to browse and search. Come back later, tick a few, and save them, or open a saved person's contact record with the **In CRM** link.

## Saved contacts

Prospects saved into People arrive with:

* First and last name, title, company, LinkedIn URL, and location
* Work email and mobile phone when People Data Labs has them
* Lead source **prospecting** and the tag **prospect**, so you can filter or build saved searches on them
* A linked Company record (created if it did not exist, matched by website or name if it did)

If a contact with the same email or LinkedIn URL already exists, Clarky links to that record and fills in any blank fields rather than creating a duplicate.

## FAQ

<AccordionGroup>
  <Accordion title="Why did a search return fewer people than I asked for?">
    Either fewer people match your filters, or you had fewer credits left than the page size. The result bar shows how many people match in total.
  </Accordion>

  <Accordion title="Do saved prospects count against my list limit?">
    Yes, lists are capped at 1,000 contacts like everywhere else in the CRM. If a save would overflow a list, Clarky adds as many as fit and tells you how many did not.
  </Accordion>

  <Accordion title="Where does the data come from?">
    People Data Labs, which aggregates public professional profiles and business contact data. Coverage is strongest for people with an established professional footprint online.
  </Accordion>

  <Accordion title="Can I get a refund for a search that came back empty?">
    Empty searches are free: credits are only used for people actually revealed.
  </Accordion>
</AccordionGroup>