Sourcing finds prospects in the Overloop database and adds them to your prospects, ready to use in any campaign. You describe who to look for with filters, check the size of the pool your filters define, then choose how many prospects to add.
Start a sourcing
From your Prospects Hub, add prospects and select Create new sourcing. Give the sourcing a name so you can find it later.
Set your filters
Every filter is optional, and the ones you fill in are combined. You need at least one.
Job title: the roles you want to reach, in your own words. Titles close in meaning are included, so one title per role is enough.
Industry: the sector the prospect's company operates in. All its sub-industries are included unless you pick which ones to keep.
Location: a country, state or city.
Company size: one or more headcount ranges.
Under Advanced filters:
Relevant keywords: themes a prospect's profile is about, for example hiring or sustainability. Use it for topics, not for roles.
Management level: seniority, for example C-Level.
Functional area: the department, for example Sales.
Target specific companies: company names or domains, one per line. When this is on, the industry, company size and technology filters no longer apply.
Company technology stack: tools the prospect's company uses.
Any value can be excluded instead of included, by right-clicking on it.
The four main filters are usually enough. Add advanced filters only when the prospects in the preview are not the ones you want.
How your filters are applied
Filters are compared with profiles by meaning, not by exact words. A job title finds that title and titles close to it, in any language, so one value per role or topic is enough. Values within one filter are alternatives: two job titles find prospects with either one.
Job title, management level, functional area and keywords look at the prospect.
Industry, company size, and technology stack look at the prospect's company.
Read the pool size
Your filters define a pool: the prospects in the Overloop database that match them. A gauge above the prospect preview shows how big that pool is, with a status and a short piece of advice next to it.
The gauge shows a range rather than a number because the count of matching prospects is an estimate. It is recalculated each time you change a filter. Some filters move the gauge more than others. While it recalculates, the status reads "Checking your filters...". The prospects shown under the gauge are examples drawn from the pool.
Status | Estimated prospects matching your filters | Advice |
A niche pool | 0 to 49 | Loosen your filters to reach more prospects. |
A small, targeted pool | 50 to 299 | Use it for highly personalised outreach. |
A focused pool | 300 to 1,999 | Use it as a solid base for one campaign. |
A wide pool | 2,000 to 9,999 | Spread it across several campaigns. |
A very wide pool | 10,000 and more | Tighten your filters to keep it targeted. |
These are recommendations, not limits. You can source from any pool size. What works best depends on how you segment and use the prospects you source: one campaign or several, broad or highly personalised outreach, all at once or in batches.
Choose how many
The pool size does not set how many prospects you get. On the next step, enter the exact number of prospects to source. It is capped at whichever is lower:
the estimated number of prospects matching your filters
the number of prospects your remaining credits can pay for
A single sourcing can add up to 5,000 prospects. Each prospect sourced costs 1 credit, plus 1 credit per email found if you choose to search for email addresses. You can also enroll sourced prospects in a campaign automatically.
Follow a sourcing
Prospects are added to your database as they arrive. The prospects closest in meaning to your job title arrive first. The Sourcings panel in your Prospects Hub shows each sourcing's progress. A sourcing can be paused and resumed, and you can source more prospects with the same filters. If credits run out before the target is reached, the sourcing pauses until credits are available.