Prospecting Tool - AI Recommendations for New Agencies

Modified on: Fri, 14 Nov, 2025 at 7:37 AM

Prospect AI Recommendations for New Agencies jump-starts your first outreach by delivering a one-time list of local, high-fit leads based on your business niche and location. This article explains eligibility, how recommendations are delivered, and the steps to turn early momentum into ongoing automated lead discovery with Prospect AI.

TABLE OF CONTENTS

What is Prospect AI Recommendations for New Agencies?
Key Benefits of Prospect AI Recommendations for New Agencies
Eligibility & Cool-Down Period
One-Time Recommendations
How To Use AI Recommended Prospects
Next Steps
Frequently Asked Questions
Related Articles

What is Prospect AI Recommendations for New Agencies?

Prospect AI Recommendations for New Agencies is a one-time assist for brand-new agencies that haven’t started prospecting yet. Using your agency’s niche, location, and postal code, HighLevel surfaces a handful of nearby businesses so you can quickly generate Marketing Audit Reports, reach out, and enable Prospect AI for continuous discovery.

Key Benefits of Prospect AI Recommendations for New Agencies

Accelerates activation: Removes the “where do I start?” barrier by placing actionable leads in your hands.
Shows value early: Demonstrates how Prospecting works using leads tightly matched to your niche and service area.
Supports retention: Reduces churn risk in the first 30 days by prompting meaningful first actions.
Sets up future use: Increases the likelihood you’ll enable Prospect AI for ongoing, automated lead discovery.

Eligibility & Cool-Down Period

Eligibility rules ensure recommendations are timely and relevant. The cool-down gives you space to explore the platform independently before we step in to help.

Who qualifies: Agencies that are 15–30 days old on the platform and have not yet generated any prospects.
Why a cool-down: The first 15 days are left open for natural exploration. After that, eligible agencies receive a one-time assist so you’re not left wondering how to begin.
One-time policy: Each eligible agency receives one set of recommendations. No repeats or refreshes will be sent.

One-Time Recommendations

The recommendations you receive are curated to your agency’s setup so your first actions feel obvious and impactful.

Contextual to your agency: Uses your niche + location + postal code to surface nearby leads.
Channel: Recommendations are delivered via email to agency admins.
Local and relevant: Prioritizes businesses in your service area rather than generic or random leads.
Action-ready: Each lead is suitable for generating a Marketing Audit Report and starting outreach.

How To Use AI Recommended Prospects

Following these steps ensures you capture early momentum from the email and establish ongoing prospecting habits with Prospect AI.

Step 1: Act on the email

Open the Prospect AI Recommendations email sent to your agency admins.
Review the list of recommended local leads.
View the leads in your account and Generate Marketing Audit Report.
Reach out to the lead.

Step 2: Enable Prospect AI for ongoing discovery

Navigate to your Prospecting > Prospect AI from your agency account.
Toggle Prospect AI On to begin continuous discovery.
Confirm your niche, location, and postal code are correct.
Click Save.
Review incoming AI-suggested leads on a weekly basis and repeat the audit → outreach workflow.

Next Steps

Generate a Marketing Audit Report for any recommended lead you want to pursue.
Reach out using your preferred outreach channel (email, phone, social, or a HighLevel workflow).
Enable Prospect AI to keep new, contextual leads flowing automatically each week.

Frequently Asked Questions

Q: Can I receive more than one set of recommendations?
No, this is a one-time set of leads for each eligible new agency.

Q: Do these leads appear in my Prospecting Dashboard or CRM automatically?
Recommendations are delivered via email.

Q: Who receives the email?

Agency admins receive the recommendations email. Ensure your admin email is correct and monitored.

Q: What geographic areas are covered?
Recommendations are localized to your service area using your location and postal code. Coverage may vary by region and data availability.