Product · Prospecting AI

Stop cold calling. Start warm calling.

Every rep gets a fresh call list each day, ranked by the signals they choose. Taskbase finds new leads that match your ICP and prepares an event in minutes instead of hours.

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Top cold call list of the day

Update list

Marc DuboisRegional Sales Director · Alpenwerk Security

HotReady for outreachPartner referral3,800 employeesGeneva, Switzerland

Alpenwerk Security is a Swiss cybersecurity provider offering managed security services, advisory and technology consulting.

Score: 75

Account fit 0Role fit +15Lead status +10Partner referral +50

Why now: recommended directly by a partner contact, and opened your lemlist sequence three times this week.

Open in HubSpot

Lena HartmannHead of Sales & Marketing · Brantec IT

HotReady for outreachPartner referral650 employeesBaden, Switzerland

Brantec IT provides managed services, SAP consulting, IT security and cloud solutions across industries in Switzerland.

Score: 75

Account fit 0Role fit +15Lead status +10Partner referral +50

Why now: recommended directly by a partner contact, and replied to your last lemlist email.

Open in HubSpot

Today’s call list, in the rep’s chat tool and in the app. All names are fictional.

Dailyfresh call list, in Slack, Teams or Google Chat

25 to 200leads per request or per event

Minutesto prepare an event, instead of hours

Three ways Taskbase prospects for your reps

1The daily call listExisting accounts, ranked by signals, fresh every morning.
2New leads on requestAsk in plain words. Taskbase searches your ICP.
3Event prospectingVisitors and booths of an event, with contact data.
4Straight into the CRMEvery lead lands in HubSpot, ready for outreach.

Why warm beats cold

Call who is ready, not who is next in the list

Reps lose hours deciding whom to call. Taskbase decides with the signals you trust, the rules you set and the ICP from your playbook.

01
Signals, not guesses
Job changes, website visits, email opens and clicks, LinkedIn connections and follows, and your own internal measures, combined into one score.
02
Your ICP, always current
Taskbase knows your ideal customer from the sales playbook. Change the ICP at any time and the next search follows.
03
Rules you control
Nobody is called twice in a day. A lead goes quiet after three weeks and comes back after three months.

1 · The daily call list

A fresh list every morning, ranked by your signals

Reps get an updated list of existing accounts in the channel they already use: Slack, Google Chat or Teams. You choose the signals and how they count.

Call list

How your daily list is ranked

Signals are combined into one score. A fresh list arrives every morning in Slack, Teams or Google Chat.

Signals

Job change+40
Website visit+25
Email opened+10
Email link clicked+20
LinkedIn connection+15
Follows you or your company+15
Replied to a campaign+30

Add a signal

Rules

Never call the same person twice in a day
Pause a lead after 3 weeks without a reply
Bring it back after 3 months

Today’s list

1
Marc DuboisJob change + 3 opens
85
2
Lena HartmannReplied to a campaign
75
3
Tom BrandtVisited pricing twice
60

How the daily call list is ranked. The values are examples.

Signals: job changes, internal measures, website visits, email views, email clicks, LinkedIn connections, LinkedIn follows of your company or of the rep.
Rules: no one called twice in a day; a lead is paused after three weeks and comes back after three months.
Every signal is shown next to the lead, so the rep knows why to call now.
Existing customers too: a cancelled licence or falling activity warns the account manager or customer success, who reach out. Connect your own tool as the source.

2 · New leads on request

“Find me 25 more leads in Switzerland.”

Through the sales playbook, Taskbase knows your ICP. Reps ask for more leads in their market, and Taskbase goes out and searches, using the data tools you connect.

Find me 25 more leads in Switzerland. Look at our last 10 clients.

Found 25 leads that look like your last 10 clients

ICP from your playbook: Heads of Sales at B2B software firms, 50 to 500 employees.

Nina BaumannHead of Sales · Corvin Software · Zurich
Prospeo
David RothVP Sales · Lumeo Systems · Basel
Clay
Eva MorettiSales Director · Tavio Cloud · Lugano
FullEnrich
22 more in the list

Add all to HubSpot

Start a lemlist sequence

A rep asks, Taskbase searches. The people and companies are fictional.

“Check my last 10 clients and find leads that look like them.”
Connected to Prospeo, Clay, lemlist, FullEnrich and similar tools for contacts, numbers and lookalikes.
Change the ICP whenever you want. The next search uses it.

3 · Event prospecting

Prepare an event in minutes, not hours

Tell Taskbase which event you go to, or ask which events are worth going to. It looks for the visitors who fit your ICP and, if useful, the companies with a booth.

Event prospector

SaaS Connect Zurich · 12 Nov

Matches your ICP: logistics, 50–500 employees · 12 people likely to attend

MV
Mara VossHead of Sales, Northwind Freight
Public email Email In HubSpot
JK
Jonas KellerVP Operations, Helio Logistics
Prospeo Email In HubSpot
PR
Priya RaoRevenue Operations, Vega Retail
Clay Email In HubSpot

Email allAdd all to the CRM

An event list with sources and one-click actions. Names are fictional.

A list of 50, 100 or 200 leads with contact data.
Where you already use a contact tool, Taskbase can also use public contact data, which keeps data protection simple.
Everything is added to HubSpot, and you can send the email campaign through HubSpot, lemlist, Apollo or Clay: “I’m at this event, do you want to meet?”

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