A prospect is a potential customer you’re cultivating—someone who might become a client but isn’t one yet. Like clients, prospects are organized as households in Slant.
How prospects work
Prospects share the same household structure as clients:
- Head of household (required) — The primary contact person
- Spouse or partner (optional) — A second primary person
- Dependents (optional) — Children and other family members
The key difference is that prospects don’t have service tiers, AUM tracking, or review schedules. These features are reserved for paying clients.
When to use prospects
Create a prospect when you have:
- A referral from an existing client
- Someone who attended a seminar or event
- A lead from your website or marketing
- Anyone you’re actively working to convert into a client
Keep prospects separate from clients so your client list stays focused on active relationships. You can always filter to see both together when needed.
Prospects vs clients
| Feature | Prospect | Client |
|---|
| Household members | ✓ | ✓ |
| Tasks and notes | ✓ | ✓ |
| Email tracking | ✓ | ✓ |
| Meetings | ✓ | ✓ |
| Service tier | — | ✓ |
| AUM tracking | — | ✓ |
| Review schedule | — | ✓ |
Prospect pipeline
Track your prospects through your sales process using opportunities:
- Create opportunities linked to prospects
- Move opportunities through pipeline stages
- Track potential AUM and close dates
- Convert prospects when deals close
Learn about opportunities
What you can do with prospects
From a prospect record, you can:
- View and update household information
- Track email correspondence
- Schedule and manage meetings
- Create and assign tasks
- Add notes and comments
- Enroll in email sequences for nurturing
- Convert to client when they become a customer
Next steps
