PROSPECTING GUIDE / 08For people who work with automation and ai
How to find clients for automation and AI: an automation starts with a task that's worth understanding. Find businesses in your market and use their digital presence as a starting point to talk about customer service, information handoffs, and repetitive routines.
Search by niche and region. Publicly available contacts.
Check the features and credits in each plan.
The contact opens a door.
The context gives you a reason to talk.
Curitiba · fictional example
The business shares contact info across more than one channel. The internal process still needs to be understood.
Diagnosis of how requests are received and organized.
See an outreach message ↗Illustrative example · fictional businesses. In your search, review the signals found in the sources.
01 / FIND A GOOD REASON
What appears on the site helps you prepare questions. What happens inside the operation needs to be discovered from the people who work in it. That conversation is what reveals the project.
⌕ Custom furniture companies in Curitiba
The site receives project requests through several channels. It's unclear how the information gets gathered.
Diagnosis of the quoting flow and organization of incoming contacts.
⌕ Open-enrollment course schools in São Paulo
There are classes and enrollments to walk through. Ask how the team follows up with interested people.
Flow for organizing interested people and routing them to the right team.
⌕ Repair shops in Porto Alegre
The business offers several services. Look into how requests and updates move through the team.
Task mapping and an initial integration with a clear owner and rule.
Search suggestions. The digital signal guides the outreach; the conversation confirms the need and the priority.
02 / GIVE THE CONVERSATION CONTEXT
Avoid pitching a bot before you understand the process. Ask how requests come in, who handles the information, and where the work repeats. Then, consider a small-scope automation.
03 / TURN IT INTO A ROUTINE
You choose the offer. Verso Radar gathers the research, helps you prepare the outreach, and organizes follow-up in the CRM.
Narrow down to businesses whose process you have the technical ability to map and improve.
Use the site, services, and available contacts to understand the offering and come up with useful questions.
Talk about volume, people in charge, tools, and exceptions before suggesting a solution.
Log the context in the CRM and move on to diagnosis, scope, and proposal.
Choose a type of operation and a task you understand. Public research lets you learn about the business's services and channels, but it won't show you service volume, internal tools, or the cost of a task. Use those points as diagnostic questions. The opportunity shows up when the person in charge recognizes a repetitive routine and wants to discuss how to improve it.
Start with a well-defined step: collecting a request, routing a contact, or logging a response. Define what goes in, what comes out, and when a person needs to step in. If AI is part of the process, describe its role and how the result will be reviewed. The tool you choose comes after the problem and the client's requirements.
04 / BEFORE YOU START
Research businesses in a segment you know, and use their public services and channels to prepare questions. Find out from the person in charge which tasks repeat, who performs them, and what could improve before you present a solution.
No. It gathers public signals to support your research and the first conversation. Request volume, internal tools, costs, and operating rules need to be confirmed with the business.
Yes, if those tools are part of the solution you provide. In your outreach, lead with the routine you want to understand or improve. The choice of technology and the implementation are your responsibility.
This page shows how to use the Radar to prospect people who might hire your service. It helps you find businesses and organize the conversation; the technical diagnosis and the implementation of the solution are deliverables you provide.
Explain which part of the process will use AI, what information will be available, and how people will be able to review or take over the task. Propose a well-defined deliverable and evaluation criteria the client can understand.
YOUR WORK DESERVES TO BE FOUND
Prepare your next diagnostic conversation with a list of businesses in the market you serve.
OTHER WAYS TO SELL WHAT YOU DO
