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Prospecting Tool - AI Recommendations for New Agencies

Jump-start prospecting with a one-time list of local, high-fit leads based on your niche and location. Learn eligibility, delivery, & how to enable ongoing AI.

4 min read839 words10 explained imagesUpdated Wed, 4 Mar at 9:19 AM
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  1. Key Benefits of Prospect AI Recommendations for New Agencies
  2. Eligibility & Cool-Down Period
  3. One-Time Recommendations
  4. How To Use AI Recommended Prospects
  5. Step 1: Go to Prospecting
  6. Step 2: Enable Prospect AI for Ongoing Discovery
  7. Next Steps
  8. Frequently Asked Questions
  9. Related Articles

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?

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, GHL Customer Care 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.

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

Step 1: Go to Prospecting

  1. Login to your Agency account.

  2. Click on Prospecting.

  3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.

    Step 3 of 7: You will see a list of 3 Leads under All Prospect with the tag AI… What this shows Step 3 of 7: You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead. What this shows Shows what this covers for step 3 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 3 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you you will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead. The next step is to review the list of recommended local leads. Step 3 of 7Image 1 of 10 What this coversYou will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
    Buttons and menus referenced 3 LeadsAI Recommended LeadProspectingMarketing Audit ReportrEmail
    Next stepReview the list of recommended local leads.
    All 7 steps in this procedure
    1. Login to your Agency account.
    2. Click on Prospecting.
    3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead. this image
    4. Review the list of recommended local leads.
    5. Generate Marketing Audit Report and r each out to the leads.
    6. You will also receive an Email with the list of prospects.
    7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.

  4. Review the list of recommended local leads.

  5. Generate Marketing Audit Report and reach out to the leads.

    Step 5 of 7: Generate Marketing Audit Report and r each out to the leads What this shows Step 5 of 7: Generate Marketing Audit Report and r each out to the leads. What this shows Shows what this covers for step 5 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 5 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you generate Marketing Audit Report and r each out to the leads. The next step is to you will also receive an Email with the list of prospects. Step 5 of 7Image 2 of 10 What this coversGenerate Marketing Audit Report and r each out to the leads.
    Buttons and menus referenced Marketing Audit ReportrProspecting3 LeadsAI Recommended LeadEmail
    Next stepYou will also receive an Email with the list of prospects.
    All 7 steps in this procedure
    1. Login to your Agency account.
    2. Click on Prospecting.
    3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
    4. Review the list of recommended local leads.
    5. Generate Marketing Audit Report and r each out to the leads. this image
    6. You will also receive an Email with the list of prospects.
    7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.

  6. You will also receive an Email with the list of prospects.

  7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.

    Step 7 of 7: You can view the prospects in your account directly from the mail and… What this shows Step 7 of 7: You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance. What this shows Shows what this covers for step 7 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 7 of 7 in the "Step 1: Go to Prospecting" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you you can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance. Step 7 of 7Image 3 of 10 What this coversYou can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance.
    Buttons and menus referenced Prospecting3 LeadsAI Recommended LeadMarketing Audit ReportrEmail
    All 7 steps in this procedure
    1. Login to your Agency account.
    2. Click on Prospecting.
    3. You will see a list of 3 Leads under All Prospect with the tag AI Recommended Lead.
    4. Review the list of recommended local leads.
    5. Generate Marketing Audit Report and r each out to the leads.
    6. You will also receive an Email with the list of prospects.
    7. You can view the prospects in your account directly from the mail and book a call with GHL Customer Care's Prospecting Team for guidance. this image

Step 2: Enable Prospect AI for Ongoing Discovery

  1. Navigate to your Prospecting > Prospect AI from your agency account.

  2. Click on Create Your First AI Agent.

    Step 2 of 12: Click on Create Your First AI Agent What this shows Step 2 of 12: Click on Create Your First AI Agent. What this shows Shows what to click for step 2 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 2 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click on Create Your First AI Agent. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to add Agent Name, Agent Specialty (Optional). Step 2 of 12Path: Prospecting > Prospect AIImage 4 of 10 What to clickClick on Create Your First AI Agent.
    Buttons and menus referenced Create Your First AI AgentProspectingProspect AIAgent Name, Agent Specialty (Optional).ChooseAddNichesTargeting LocationAgent Lead AllocationSave and ContinueAudit PreferencesCreate Agent
    Next stepAdd Agent Name, Agent Specialty (Optional).
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent. this image
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches.
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    6. Set Prospect Finding Strength:
    7. Click Save and Continue.
    8. Choose Audit Preferences.
    9. Click Save and Continue.
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent.

  3. Add Agent Name, Agent Specialty (Optional).

  4. Choose or AddNiches.

    Step 4 of 12: Choose or Add Niches What this shows Step 4 of 12: Choose or Add Niches. What this shows Shows what to choose for step 4 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 4 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you choose or Add Niches. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Step 4 of 12Path: Prospecting > Prospect AIImage 5 of 10 What to chooseChoose or Add Niches.
    Buttons and menus referenced ChooseAddNichesProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).Targeting LocationAgent Lead AllocationSave and ContinueAudit PreferencesCreate Agent
    Next stepSet Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent.
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches. this image
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    6. Set Prospect Finding Strength:
    7. Click Save and Continue.
    8. Choose Audit Preferences.
    9. Click Save and Continue.
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent.

  5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).

    Step 5 of 12: Set Targeting Location, Agent Lead Allocation and Lead Generation… What this shows Step 5 of 12: Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). What this shows Shows what this covers for step 5 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 5 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). The navigation path used here is Prospecting > Prospect AI. The next step is to set Prospect Finding Strength. Step 5 of 12Path: Prospecting > Prospect AIImage 6 of 10 What this coversSet Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    Buttons and menus referenced Targeting LocationAgent Lead AllocationProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).ChooseAddNichesSave and ContinueAudit PreferencesCreate Agent
    Next stepSet Prospect Finding Strength:
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent.
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches.
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). this image
    6. Set Prospect Finding Strength:
    7. Click Save and Continue.
    8. Choose Audit Preferences.
    9. Click Save and Continue.
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent.

  6. Set Prospect Finding Strength:

    • Focused Hunting: Prioritizes high-quality, high-converting prospects, even if it means generating fewer overall leads.

    • Wider Hunting: Maximizes total lead volume by targeting a wider pool of prospects, even if conversion rates are lower.

    • Custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results.

      Step 3 of 3: Custom: Choose your own balance between quality and volume, mix and… What this shows Step 3 of 3: Custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results. What this shows Shows what to choose for step 3 of 3 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 3 of 3 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results. Step 3 of 3Image 7 of 10 What to chooseCustom: Choose your own balance between quality and volume, mix and match criteria to create tailored results.
      Buttons and menus referenced ProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).ChooseAddNichesTargeting LocationAgent Lead AllocationSave and ContinueAudit PreferencesCreate Agent
      All 3 steps in this procedure
      1. Focused Hunting: Prioritizes high-quality, high-converting prospects, even if it means generating fewer overall leads.
      2. Wider Hunting: Maximizes total lead volume by targeting a wider pool of prospects, even if conversion rates are lower.
      3. Custom: Choose your own balance between quality and volume, mix and match criteria to create tailored results. this image

  7. Click Save and Continue.

    Step 7 of 12: Click Save and Continue What this shows Step 7 of 12: Click Save and Continue. What this shows Shows how to confirm for step 7 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 7 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click Save and Continue. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to choose Audit Preferences. Step 7 of 12Path: Prospecting > Prospect AIImage 8 of 10 How to confirmClick Save and Continue.
    Buttons and menus referenced Save and ContinueProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).ChooseAddNichesTargeting LocationAgent Lead AllocationAudit PreferencesCreate Agent
    Next stepChoose Audit Preferences.
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent.
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches.
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    6. Set Prospect Finding Strength:
    7. Click Save and Continue. this image
    8. Choose Audit Preferences.
    9. Click Save and Continue.
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent.

  8. Choose Audit Preferences.

  9. Click Save and Continue.

    Step 9 of 12: Click Save and Continue What this shows Step 9 of 12: Click Save and Continue. What this shows Shows how to confirm for step 9 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 9 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click Save and Continue. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. The next step is to enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business. Step 9 of 12Path: Prospecting > Prospect AIImage 9 of 10 How to confirmClick Save and Continue.
    Buttons and menus referenced Save and ContinueProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).ChooseAddNichesTargeting LocationAgent Lead AllocationAudit PreferencesCreate Agent
    Next stepEnable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent.
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches.
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    6. Set Prospect Finding Strength:
    7. Click Save and Continue.
    8. Choose Audit Preferences.
    9. Click Save and Continue. this image
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent.

  10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.

  11. Choose "How many point of contacts (POCs), do you want the agent to find for this prospect?" (Max 3)
  12. Click on Create Agent.
    Step 12 of 12: Click on Create Agent What this shows Step 12 of 12: Click on Create Agent. What this shows Shows what to click for step 12 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". This screenshot accompanies step 12 of 12 in the "Step 2: Enable Prospect AI for Ongoing Discovery" section of "Prospecting Tool - AI Recommendations for New Agencies". At this point in the walkthrough you click on Create Agent. For context, this section explains: Navigate to your Prospecting > Prospect AI from your agency account. Click on Create Your First AI Agent. Add Agent Name, Agent Specialty (Optional). Choose or Add Niches. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly). Set Prospect Finding Strength…. The navigation path used here is Prospecting > Prospect AI. Step 12 of 12Path: Prospecting > Prospect AIImage 10 of 10 What to clickClick on Create Agent.
    Buttons and menus referenced Create AgentProspectingProspect AICreate Your First AI AgentAgent Name, Agent Specialty (Optional).ChooseAddNichesTargeting LocationAgent Lead AllocationSave and ContinueAudit Preferences
    All 12 steps in this procedure
    1. Navigate to your Prospecting > Prospect AI from your agency account.
    2. Click on Create Your First AI Agent.
    3. Add Agent Name, Agent Specialty (Optional).
    4. Choose or Add Niches.
    5. Set Targeting Location, Agent Lead Allocation and Lead Generation Schedule(Weekly/Monthly).
    6. Set Prospect Finding Strength:
    7. Click Save and Continue.
    8. Choose Audit Preferences.
    9. Click Save and Continue.
    10. Enable Lead Enrichment (Optional): When finding prospects, the agent automatically looks for potential contacts that could come across as leads to conduct your business.
    11. Choose " How many point of contacts (POCs), do you want the agent to find for this prospect? " (Max 3)
    12. Click on Create Agent. this image

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 GHL Customer Care 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.

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