Sourcing finds prospects in the Overloop database and adds them to your prospects, ready to use in any campaign.
Start a sourcing
On the Prospects page, click Add prospects.
Choose Create new sourcing.
Give the sourcing a name in Sourcing name.
Set your filters
Every filter is optional, and the ones you fill in are combined.
Main filters
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 region, country, state or city.
Company size: one or more headcount ranges. Picking ranges that are not next to each other also includes every size in between.
Under Advanced filters
Relevant keywords: themes the prospect's LinkedIn profile talks 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: turn it on, then type company names or domains in Companies, or paste a list. When it is on, the industry, company size and technology filters no longer apply.
Company technology stack: tools the prospect's company works with.
Right-click a value you added and choose Exclude this to leave it out instead.
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. Values within one filter are alternatives: two job titles find prospects with either one.
About the prospect: job title, location, relevant keywords, management level and functional area. Management level and functional area are matched against the prospect's job title.
About the prospect's company: industry, company size and technology stack. Technologies are looked for in the company's description.
Read the pool size
Your filters define a pool: the prospects in the Overloop database that match them. A gauge above the 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.
When the pool looks right, click Choose how many.
Choose how many and what to add
How many prospects?: enter the number or use the slider. It is capped by the estimated number of matching prospects and by your remaining credits.
Search for email addresses: on by default. Overloop looks for each prospect's email address, at 1 credit per email found.
If not found: what happens when no email address is found. Add anyway adds the prospect without one, Skip prospect leaves them out.
Enroll in a campaign: turn it on and pick a campaign. Prospects are enrolled automatically as they are sourced.
Estimated cost: the most the sourcing can cost, counting 1 credit per prospect plus 1 per email found.
Click Source [number] prospects to start. A single sourcing can add up to 5,000 prospects in total. A skipped prospect costs nothing, and an email address that is not found is free. More about credits here.
A sourcing never adds people who are already in your workspace, people on your exclusion list, or more than 3 people from the same company in one sourcing. With a HubSpot, Pipedrive or Salesforce integration set to Do not enroll pre-existing prospects (the default), it also skips people who are already in that CRM.
Note: A campaign can be fed by one sourcing at a time. While a sourcing linked to a campaign has not reached its target, even when paused, that campaign is greyed out in the list for other sourcings.
Follow your sourcings
Prospects are added to your workspace as they arrive. To see your workspace's sourcings, click Sourcings at the top right of the Prospects page. Use All creators to see only the sourcings one member started.
The actions menu
Click the three dots on a sourcing:
View prospects: shows the prospects this sourcing added.
Edit and source more: change the filters and add more prospects to the same sourcing. The number you enter is added to its target, and a paused sourcing starts again.
Pause or Resume: stops or restarts the sourcing.
Rename: edits the name.
When a sourcing stops adding prospects
The card says why, for example when the database didn't respond or your credits ran out. The sourcing tries again on its own, and picks up once credits are added.
