How to use Doorstep

A two-minute walkthrough. Every company and figure in it is an example.

Watch one business, start to finishBack to Doorstep

How to use

Doorstep

Who to knock on next, and why now.

Two minutes. Prospecting, Deep Dive, Going For, Signals and Submit a business.

How a run works

Wide at the door. Deep where it counts.

The list narrows hard, so the paid research only lands on names that earn it.

SourcedAn area, a list or a request
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Light readEvery name, from free sources
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Hotlist50 to 249 staff and a real opening
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Backlist, with a reason Too bigToo smallIn-house teamAgency in the seatWatching
PickedBy you, in Prospecting
Your call
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Deep divePeople, signals and the pitch
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Going forOwned and moving
An owner, a stage and a next step
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Example run. Nothing drops off without a reason.

Prospecting

Open a row. Pick what's worth a closer look.

  1. Click a company
  2. Read the case
  3. Tick Pick for a deep dive
Example data

Morning, Sara.

38 on the Hotlist, waiting for a pick.One read is picked for a deep dive.

Picked for a deep dive01
Moved this fortnight6
Going stale3
FitCompanyOpeningBuyerOwnerPick
78Halberd & RyeMoved1.8Head of MarketingS
The case

Strong product, quiet online. The site ranks for its own name and little else, with a second showroom opening in the spring.

The opening line
Your new showroom deserves people who already know the way there.
Company

£24m revenue · 140 staff
Independent, family owned

Why now
  • New Head of Marketing, May 2026
  • Second showroom, spring 2027
Who is in the seat

Head of Marketing

Fit 78/100, from six factors
Foundation
Fame
Fortune
Fun
Future
First Past the Post
Their marketing, weakest first
AI visibility1/5
SEO presence2/5
Paid media2/5
71Ashcombe Interiors2.4Marketing DirectorA
64Northgate Joinery2.9Managing Director+
59Tamworth Oak Co.3.1Not found yet+
Picked for a deep dive. Saved for everyone.
Fit, out of 100How well the business suits us: size, money, timing, fame and fun.
MovedSomething changed since the read, so it's worth a look today.
Their marketing, weakest firstScored out of 5 across 13 areas. A low score is our way in.
PickAsks for the deep dive. It saves for the whole team as you tick, with nothing to send.

Deep Dive

The read in a minute.

  1. Read the verdict
  2. Hover a chip for the reason
  3. Check the gaps before you call
  4. Brief the team when it's right
Halberd & Rye
Furniture retail · Birmingham · example data
Save as imageTake it with youBrief the team
ReadsFurniture run · SaraEvents 500k+ · Andy

A growing retailer whose site undersells it, with a new marketing lead who needs an early win.

Fit78 ConfidenceHigh WinnabilityMediumMedium. A local agency runs their social. Search and AI answers are unclaimed. Read2 Oct 2026
Who to callHead of MarketingConfirmed in post 1 Oct 2026Met at an event
Angle and next stepOwn the showroom launch in search and AI answers.Next step: intro email
Gaps and cautions
!Search agency not identified
!Audience figure is a proxy
!Angle holds until March 2027
✓Buyer confirmed inside six months
✓Case study matched from the library
Top triggers
May 2026New Head of Marketing
Sep 2026Two content roles advertised
Spring 27Second showroom opens
The opening line“Your new showroom deserves people who already know the way there.”Proof: a matched case study
Why nowThe problem we'd fixThe market and rivalsWho decides and who we displaceThe pitchEvidence
Say what you need next and it goes to the team.
Two reads of one companyEach run reads it for its own reason, with its own owner. Click to switch.
Gaps and cautionsWhat we don't know yet, said before you pick up the phone.
Take it with youThe whole client as one text file, to paste into your assistant before a call.

Going For

Own the account. The team sees where it stands.

  1. Set the owner
  2. Log the next step
  3. Move it on as the deal moves
  4. Add a note
Example data
Halberd & Rye
Going for · Furniture retail
Two ways inDoor-openerTailored opener
Owner
UnassignedSara
AndyClaireMattRichSara
Next step
Add the next step
Where it is
In playMeeting bookedProposal outNegotiatingWonDelayedNot going forLost

Delayed, Not going for and Lost ask for a reason. Delayed also asks for a day to look again.

Notes · add meeting notes after a meeting
Anything that changes the approach
Saved for everyone. The team sees it within a minute.ACMRS
Where it isOne click, and everyone sees the pursuit has moved on.
Meeting notesPaste them or drop the Word doc. They go on the company, so every read learns from them.

Signals

Know when something moves.

  1. Watch the name
  2. Read what moved and which way
  3. Follow up while it is fresh
Ashcombe Interiors
Furniture retail · example data
Watch
Monday and Thursday. Filings, homepage and careers page for every watched name. Warm names also get posts, jobs and people on Monday, live pursuits again on Thursday.
Leadership22 Sep
New Marketing Director in postWeeks into the job and looking for early wins.
Timing
Relevance
Opens
Hiring30 Sep
Content executive advertisedBuilding in-house. Offer to support the team.
Timing
Relevance
Cools
Money1 Oct
Accounts filed, turnover up 18%Room in the budget before their year end.
Timing
Relevance
Opens
Site6 Oct
Homepage relaunchedFresh look, same search gaps.
Timing
Relevance
Neutral

Fit says who suits us. Signals say when to call.

Submit a business

Anyone can put a company forward.

  1. Open Submit a business
  2. Choose a light read or a deep dive
  3. Say who you know there
  4. Submit
Example data

Home

Kestrel Lane HomesDeep dive · asked by Sara
Awaiting review

Submit a business

One businessA list

Ask for a business to be added to Prospecting or read in full. A spreadsheet goes in under A list.

Business name
Brightwell Homes
Website
brightwellhomes.co.uk
What for
Add to ProspectingA light read from free sources, in Prospecting the next working morning
Ask for a deep diveThe full read, which uses research credits
Who do you know there?
Nobody yetWorked with them before
Their role
Head of Marketing

A name and role only. No personal emails or phone numbers.

SubmitCancel

Behind the screen

What you do here feeds the next read.

Every change shows in Latest changes, goes for review where there is work in it and folds into the data at the next daily update.

You pick, own and noteIn the app
Saved for everyoneEveryone sees it within a minute
Goes for reviewWhere there is work in it
Folded into the dataDeeper reads follow
A sharper next run

House rules

Business contact details only.What the company publishes. Nothing personal, ever.
Check they're still in post.People move. Confirm the role before any outreach.
I know someone here
Phone numbers and emails can't go in a note. Add the name, the role and how you know them.

Over to you.

Pick the names worth a conversation.

Watch this again from How to use Doorstep at the bottom of the menu.

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