ClientFinch

Guide

UK businessprospect research,done properly.

Good prospecting starts with good research. This guide sets out a simple method for researching UK businesses before you contact them, then explains the main types of prospecting tools and how to choose between them.

Updated

Key takeaways

  • Prospecting tools fall into four broad groups: public registers, business directories, contact databases and CRM or outreach tools.
  • For UK small-business clients, data based on the official register is usually more complete than US-centric databases.
  • Check where the data comes from, how fresh it is and whether it supports UK filters such as SIC codes and postcodes.
  • Make sure the way you use any tool fits UK GDPR and PECR.

A five-step method for researching a UK prospect

Ten minutes of structured research per company is usually enough to decide whether to get in touch — and what to say.

  1. 01Confirm the company: check its status, age, company type and SIC codes on Companies House.
  2. 02Find where it trades: search the company name to find its website, trading address and reviews.
  3. 03Review its online presence: website quality, speed on a phone, search visibility and social activity.
  4. 04Look for change: a new location, new service, recent incorporation or rebrand often creates new needs.
  5. 05Write one sentence: the specific opportunity you see and why you are the right person to help.

The main types of prospecting tools

Most tools fit into one of four categories, and many teams use more than one.

  1. 01Public register tools: built on Companies House data. Strong on coverage of UK limited companies, sector and age; no personal contact details.
  2. 02Business directories: listings such as local directories and review sites. Good for sole traders and consumer-facing businesses; quality and coverage vary.
  3. 03Contact databases: services that sell named contacts and email addresses. Useful for enterprise sales; often weaker for UK small businesses and raise data protection questions.
  4. 04CRM and outreach tools: where you manage relationships and send messages. They organise prospects but do not find them.

What to look for in a UK prospecting tool

Before you subscribe to anything, ask a few simple questions.

  1. 01Where does the data come from, and can the provider explain it clearly?
  2. 02How fresh is it? Live or frequently updated sources beat annual snapshots.
  3. 03Does it support UK concepts — SIC codes, UK towns and postcodes, company status?
  4. 04Can you export your work, or are you locked in?
  5. 05Is pricing clear, in pounds, and proportionate to the size of your business?

Where ClientFinch fits

ClientFinch is a public register tool. It searches the live Companies House register by company name, SIC code, location, incorporation date and status, shows full company profiles and lets you keep a private shortlist with notes and CSV export. A free account includes every live feature.

It deliberately does not sell contact lists or send emails. It sits at the start of your process — deciding who is worth approaching — and hands off to your existing email or CRM tools.

Prospecting and UK data protection

UK GDPR applies whenever you process information about identifiable people, including named contacts at companies. PECR sets extra rules for electronic marketing. Company-level research, such as which businesses operate in a sector, carries far less risk than buying lists of personal email addresses. Whatever tools you use, keep a record of why you are contacting someone, give a clear way to opt out and act on it promptly.

This guide is general information, not legal advice. For data protection questions, see the ICO’s direct marketing guidance.

FAQ

Questions people ask.

Do I need a paid contact database to prospect UK businesses?

Not necessarily. Many small agencies build effective pipelines using public register data plus their own research into each company’s website and team.

Is Companies House data enough on its own?

It is a strong starting point for limited companies, but it does not cover sole traders or include contact details. Most teams combine it with their own research.

Can I use ClientFinch with my CRM?

Yes. Export your saved leads to CSV and import them into most CRMs, including HubSpot, Pipedrive and spreadsheets.

How much does ClientFinch cost?

A free account is £0 and includes up to 5 company detail views per day. Pro is £49 per month for unlimited access and you can cancel anytime.

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Go find them.

Create a free account to search the Companies House register and build your shortlist — the first companies are free to explore.