Your next customer is on your prospect list. What happens next?

A prospect says yes. Your team is ready to get moving. First, someone needs to set up the customer.

That can mean chasing contact details, copying them between systems and checking which customer group to use. It is a small task that repeats with every win, and can hold up the first quote, booking or job.

You have already gathered those details during the sales process. Build Concierge puts them to work in your job management system, so the handover takes less effort.

• Finding the right businesses. Handshaik's own figures put target list building at under a minute, and analysing and qualifying that list at around five minutes, against the better part of a working day for each if you do it by hand.
• Qualifying before you call. Handshaik scores UK companies against your ideal customer criteria and explains why each result is or isn't a fit. Your team can compare prospects using financial and ownership data, understand the size of a business and the group it sits in, and decide which opportunities deserve attention before spending time on outreach.
• Checking their financial health. Access real-time credit reports before you take a customer on, covering their credit score, payment history and the risks worth knowing about. This helps your team assess payment risk and decide what terms to offer before committing to the work.
• Calling with context. Handshaik helps you identify people in the roles you want to reach, such as an operations director or facilities manager, beyond the shareholders and directors listed in company records. It enriches contacts through more than 20 premium global contact databases, retrieving available email addresses, phone numbers and professional history. Your team can approach the right person with a clearer understanding of their role and business.
• Keeping the pipeline in one place. Company records are created automatically, and your team can collaborate on targeting and manage the pipeline in a shared workspace. Colleagues can coordinate who is approaching which prospects and keep progress visible. Handshaik also tracks company changes daily, helping your team stay informed as opportunities develop.

The result is a shorter, sharper list that is actually worth working. For a sales team with limited hours, the gain is not only the time saved building the list. It is that the calls they make are aimed at businesses that resemble the customers they already serve well.

Handshaik holds ISO 27001 and Cyber Essentials Plus certifications, providing additional reassurance about its approach to information security.

When a prospect becomes a customer, Build Concierge handles the setup in your job management system, carrying the agreed details forward so your team can get to work.

1. Find the right prospects in Handshaik. Use its AI-powered search to find businesses that match the type of customer you want to work with.
2. Build your list and gather contact details. Add the information your team needs to reach out and have a useful conversation.
3. Win the customer. Your team follows its usual sales process.
4. Check their creditworthiness. Before you commit, review their credit report to assess their financial health and decide what payment terms to offer.
5. Send the customer to Build Concierge in one click. Once they are ready to be set up, send their details across from within Handshaik.
6. Build Concierge creates the customer record. The agreed details are added to your connected job management system, and the customer is assigned to the contact group defined during setup.

You decide when to send the customer across. Build Concierge handles the data entry that follows.

• Less admin after every win.

Create customer records without copying the same information into another system.

• A quicker handover to operations.

Reduce the gap between winning the customer and having their record ready for the first job.

• Useful details carried forward.

Transfer the agreed contact information gathered during prospecting, so your team has less to chase.

• Consistent customer grouping.

Put new customers in the agreed contact group from the start.

• More time for customers.

Give sales and office teams one less repetitive task to manage.

This is especially useful if your team regularly wins new business through outbound sales and someone still creates each customer record by hand.

You will need:

• A Handshaik account for finding prospects and gathering their details.
• Build Concierge connected to your job management system. Your Build Concierge contact can confirm what is needed for your system.
• Agreed contact groups so the automation knows where new customers belong.

You do not need a finished setup plan before getting in touch. Bring the name of your job management system and an example of how you currently set up a new customer. We will work through the details with you.

Your Build Concierge contact will help configure the automation around your sales process.

1. Agree when a customer is ready to be created. We establish the point in your process when your team should send a record from Handshaik.
2. Choose the details and contact groups. We agree which information should transfer, where it belongs and how existing customer records should be handled.
3. Test the handover together. We run an example through the process and check that the customer appears with the expected details and group.

To get the conversation started, tell us:

• Which job management system you use.
• Who currently creates new customer records.
• Which contact groups new customers should go into.

We will help you work out the rest.