CB Tax — Prospecting Pipeline

Prospecting Pipeline

NACE sectors

Keyword search

Combined with NACE selection if both are set.

Search range

Max companies

Skip (offset)

Reg. after

Reg. before

County

Dissolved, liquidated and struck-off companies are always excluded.

Company type

CLG, DAC and ULC structures are excluded by default — these often have non-standard RDTC eligibility (charity/non-profit, restricted-objects, or unlimited-liability structures). Click to include them if you want to search across all types.

Scoring

Threshold for email

Cross-reference CORDIS

Auto-batch

Run multiple batches

Max batches

Salesforce

Username Password Security token

Outreach sequence

Template

Applies to the whole pursue list on push. Day 0 = day the sequence starts.

Lusha enrichment

Auto-lookup pursue companies

~8 credits per company (1 company + 7 contact). Premium plan required.

Second opinion review

Double-check borderline scores

Trigger band

to /100

Flag disagreement if scores differ by

points or more

Scores in this band get a second pass from a stronger model (llama-3.3-70b) before the verdict is finalised. Narrower band = fewer extra Groq calls. Settings are saved per-browser.

Live CRO Pipeline

CRO Open Data → Groq AI scoring → Contact enrichment → Salesforce

Select your NACE sectors and hit Run to start.