ES Prospect Intelligence

Product Info
ES Prospect Intelligence — Enterprise Systems Australia
ES Prospect Intelligence · v1.0

From search to
signed in days.

AI-assisted prospect and candidate intelligence inside ES ERP — from LinkedIn search and campaign tracking through to CV screening, structured interview notes, and pipeline reporting. One module, the full top-of-funnel.

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8
DocTypes
4
Script Reports
5
Source Platforms
1
Unified Pipeline
Module Structure

Three layers, one continuous pipeline

ES Prospect Intelligence is organised into three feature layers — deploy the whole module for end-to-end candidate management, or focus on the layer that solves today's problem.

Sourcing
Search & capture
LinkedIn Prospect Search with AI-powered parsing of results, plus a unified prospect record covering LinkedIn, GitHub, Seek, Eventbrite, ABN Lookup, and more.
Campaigns
Plan & track
Prospect Campaigns group searches by target role, location, and industry — with embedded position details, selection criteria, and AI-generated job advertisements.
Assessment
Screen & interview
AI-driven CV scoring against essential and desirable criteria, structured interview transcripts, and recommendation tracking from phone screen to final round.
End-to-End Workflow

How a prospect moves through the pipeline

Every stage links back to the parent campaign, so reports and dashboards always show the live state of the funnel — no spreadsheets, no copy-paste between tools.

01 / SEARCH
LinkedIn Search
Run a role & location-based search; AI parses results into structured prospect rows.
02 / CAMPAIGN
Add to Campaign
Prospects roll up into a campaign with position details, criteria, and live counters.
03 / SCREEN
Application Review
CV upload, AI fit-scoring against essential / desirable criteria, red-flag detection.
04 / INTERVIEW
Interview Record
Paste transcripts, get structured notes, score 1–10, capture recommendations.
05 / REPORT
Pipeline Reports
Four script reports show pipeline state, conversion, and search activity in real time.
Module Features

Eight integrated DocTypes

Everything in one connected module — from individual LinkedIn search results to fully scored interview records, all linked back to a parent campaign.

🎯
Prospect Campaign
Group prospects by target role, location, and industry. Includes position overview, key responsibilities, essential & desirable criteria, and an AI-generated job advertisement.
Criteria Job Post AI Live Counters
👤
Prospect Campaign Item
Unified prospect record covering name, title, company, location, contact details, social URLs, inferred emails, relevance score, and outreach draft.
9 Sources Relevance Score Outreach
🔌
Prospect Campaign Source
Child table linking each campaign to the LinkedIn searches, scrapers, and external data sources that fed prospects into it — full source attribution.
Attribution Multi-source
🔍
LinkedIn Prospect Search
Role, location, and keyword-based searches against your own LinkedIn account — Free, Premium, Recruiter Lite, LinkedIn Recruiter, or Sales Navigator.
5 Account Types Status Tracking Reusable
📋
LinkedIn Prospect Item
Raw rows extracted from a LinkedIn search, AI-parsed into structured fields. Promote any row directly to the parent campaign's prospect list.
AI Parsed Promote to Campaign
📄
Application Review
CV upload (PDF) with text extraction, cover letter capture, AI fit score (1–10), essential / desirable assessment, red-flag detection, and shortlist workflow.
CV AI 6 Sources 5 Statuses
🎙️
Interview Record
Paste a transcript or notes — AI returns structured interview notes and criteria assessment. Score 1–10, recommend, and capture next steps.
6 Interview Types AI Notes Scoring
⚙️
LinkedIn AI Settings
Single-doctype configuration for the Anthropic API key that powers prospect parsing, CV assessment, interview note generation, and job-post drafting.
Single Setup Secure
Built-in Reports

Four reports out of the box

📋 Prospect List View

  • Cross-campaign view of every prospect
  • Filterable by status, source, location, score
  • Quick outreach and status updates
  • Built on the Prospect Campaign Item table

📊 Prospect Campaign Summary

  • Per-campaign totals: prospects, contacted, converted
  • Conversion ratios across the funnel
  • Target role / location / industry breakdown
  • One-row-per-campaign management dashboard

🚦 Prospect Pipeline by Status

  • Live pipeline grouped by prospect status
  • New → Reviewed → Contacted → Converted
  • Drill-through to individual prospects
  • Identifies stalled prospects at a glance

🔗 LinkedIn Search Activity

  • Every LinkedIn search across all accounts
  • Results found, status, completion date
  • Filter by account type or recruiter seat
  • Audit trail of sourcing effort

🤖 AI-Powered Throughout

ES Prospect Intelligence uses the Anthropic Claude API at every stage — parsing LinkedIn search results into structured prospects, scoring uploaded CVs against your campaign's essential and desirable criteria, generating structured interview notes from raw transcripts, and even drafting the job advertisement from your position brief. One API key, one settings screen, AI assistance everywhere it matters.

See it in action
🧠
Native Integration

Built into the ES ERP Platform

Prospect Intelligence isn't a bolt-on — it lives in the same database as your CRM, HR, and Marketing modules, so prospects can be promoted to leads, candidates can be promoted to applicants, and every record carries its full history.

🔗 CRM Bridge

  • Promote any prospect to a CRM Lead or Contact
  • Outreach drafts feed straight into email tools
  • Source platform attribution carries through
  • Converted-count rolls up to the campaign

👥 HR / Recruitment Bridge

  • Application Reviews link to the parent Campaign
  • Shortlisted applicants flow to Interview Records
  • Final candidates can be promoted to HR Applicants
  • Position briefs reused across multiple campaigns

Ready to put your prospecting on rails?

Explore the live demo or get in touch to discuss rolling out ES Prospect Intelligence for your organisation.

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