Use the customer record.
Existing customers help shape the ideal-customer profile without turning correlation into a promise of fit.
MSP PROSPECTING SOFTWARE · COMING SOON TO FORGE
Your next MSP prospects. Researched and ready.
S.O.N.A.R. is planned local MSP lead-generation and prospect-research software: find businesses that fit, remove relationships already in your records, attach the evidence, and prepare a useful first conversation.
STAGE 2 OF 4 · WORKFLOW BUILD · HALOPSA + HUBSPOT FIRST
S.O.N.A.R.10 NEW-TO-YOU PROSPECTS
What is MSP prospecting software?
MSP prospecting software helps a managed service provider select target accounts, research each business, remove current relationships, and prepare a relevant first approach. S.O.N.A.R. is the planned SCOUTz workflow for that job. It adds source-labeled company research and bounded public security evidence without claiming that an observable signal proves buying intent.
BEFORE THE FIRST CALL
Know who fits before you work the list.
A prospecting tool should do more than return names. It should explain the match, protect the relationships already in the PSA or CRM, preserve the source, and tell the representative what still needs to be learned.
MSP prospecting jobPlanned S.O.N.A.R. answer
Target-account selectionApproved radius, industries, company sizes, services, and specialist capabilities.
Customer and opportunity exclusionsCurrent clients and open opportunities stay outside the new-business sweep.
Prospect researchA concise company brief with source links, fit reasoning, and explicit unknowns.
Public security evidenceA bounded domain review that creates questions without pretending to be an internal diagnosis.
Sales preparationA practical contact route, editable outreach draft, and next steps for human review.
BUILT AROUND YOUR MSP
Your customer history shapes the search.
Connect a PSA and, where the MSP uses one, a CRM. Review the suggested target industries and company sizes, then confirm the services, products, and specialist capabilities that matter.
Protect current relationships.
Existing customers and open opportunities stay outside the prospect sweep.
Keep the MSP in control.
The MSP approves the market, target criteria, services, and final outreach before anything is sent.
ONE LOCAL SWEEP
A prepared shortlist, not a pile of names.
Choose a planned 20- or 40-mile radius, two or three target industries, and two company-size bands. S.O.N.A.R. will prepare 10 new-to-you prospects.
RADIUS20 or 40 milesINDUSTRIESChoose 2 or 3COMPANY SIZEChoose 2 bandsSHORTLIST10 prospects
A clear ranking
Best Fit or Potential Fit, with the reasons behind the match.
A concise company brief
Relevant facts, public signals, sources, and information that still needs confirmation.
A public domain review
Observable findings, a domain grade and score, and context for discussing the result.
A practical first approach
A business contact route, an editable outreach draft, and suggested next steps.
Public evidence starts the question. It does not finish the diagnosis.
Domain reviews use one-time checks of public information and require no login, agent, or installation on the prospect’s systems. The MSP reviews the findings and decides what deserves a conversation.
FORGE + S.O.N.A.R.
Start with account intelligence. Add the sweep when you need the list.
FORGE prepares an account already in view. S.O.N.A.R. is being built to find and prepare the local shortlist.
Planned FORGE experiencePlanned S.O.N.A.R. sweep
Five basic company lookups each monthLocal business discovery
Source-aware account researchCustomer-fit ranking
Company and evidence recordPublic domain reviews
Seller preparationEditable outreach preparation
THE S.O.N.A.R. FRAMEWORK
Search. Observe. Narrow. Assess. Recommend.
Each step leaves the next decision with the MSP.
Search
Find businesses inside the market, radius, industry, and size bands the MSP approves.
Observe
Gather public company context and bounded domain evidence with the source attached.
Narrow
Remove customers and open opportunities, then rank the remaining accounts by stated fit.
Assess
Prepare the public domain review and name what still requires confirmation.
Recommend
Build an editable first approach for the MSP representative to review and send.
MSP PROSPECTING, COMPARED
Lists, signals, outreach, and evidence are different jobs.
Current MSP prospecting platforms prove there is more than one route to a prepared conversation. These sourced comparisons show where S.O.N.A.R. overlaps and where the work is different.
Compare planned S.O.N.A.R. fit ranking and public security evidence with MSProspector's published focus on territory lead signals, Sales Playbooks, outreach, and client upsell.
Read the sourced MSProspector comparison →Compare an MSP-defined local sweep and evidence-led preparation with Iceberg Cyber's published Dream 200, CRM, coaching, and outbound model.
Read the sourced Iceberg Cyber comparison →Competitor names and descriptions are used for factual comparison. Third-party marks belong to their respective owners.
WHERE WE ARE GOING
Start narrow. Earn the expansion.
The closed beta will test the research, exclusions, evidence, fit reasoning, and handoff with participating MSPs before the integration list widens.
HaloPSA + HubSpot
The first planned connection pair for customer history, opportunity exclusions, and the prepared prospect workflow.
ConnectWise PSA + Autotask
These PSA connections will extend account history and opportunity exclusions after the first workflow is proven.
Kaseya BMS
Kaseya BMS will extend account, service, and opportunity context while preserving the relationship exclusions that keep current customers out of a prospect sweep.
Pipeline CRM + more
Pipeline CRM joins the next integration group for opportunity context and relationship exclusions. Syncro and additional CRM connections will follow participating MSP needs.
Help build the workflow your sales team will actually use.
Request closed-beta access and tell the team which PSA, CRM, and market you serve when we follow up. Your operating reality should shape what ships.
DIRECT ANSWERS
S.O.N.A.R. before the sweep begins.
What is SCOUTz S.O.N.A.R.?
SCOUTz S.O.N.A.R. is planned MSP prospecting software inside FORGE. It will prepare a local shortlist by combining approved PSA and CRM context, target-account research, fit reasoning, bounded public security evidence, and an editable first approach.
How does S.O.N.A.R. help MSP lead generation?
S.O.N.A.R. is designed to turn a defined local market into 10 researched, new-to-you prospects. It removes current customers and open opportunities, explains why each account fits, attaches sources, adds a bounded public domain review, and prepares the representative for a useful first conversation.
How is S.O.N.A.R. different from an MSP lead list?
A lead list supplies names. The planned S.O.N.A.R. workflow starts with the MSP's approved market, industries, company sizes, services, customer history, and relationship exclusions. It then ranks fit and prepares evidence and questions for human review.
Does S.O.N.A.R. claim that a prospect has buying intent?
No. A public event, company match, or domain finding can support a reason to research an account, but it cannot prove that the business intends to buy. S.O.N.A.R. will keep fit, evidence, inference, and unknowns separate.
What is included in a S.O.N.A.R. prospect brief?
The planned brief includes relevant company facts, source links, the reason behind the fit ranking, information that still needs confirmation, a bounded public domain review, a practical contact route, and an editable first approach.
How does S.O.N.A.R. compare with MSProspector?
MSProspector's public material emphasizes territory lead signals, cited Sales Playbooks, automated outreach, and client upsell. S.O.N.A.R.'s planned scope centers local business discovery, approved PSA and CRM exclusions, customer-fit ranking, public security evidence, and an MSP-reviewed first approach. The products overlap in research, but they do not claim the same job.
How does S.O.N.A.R. compare with Iceberg Cyber?
Iceberg Cyber's public material emphasizes Dream 200 list building, CRM-driven outbound, score-led conversation starters, coaching, and outreach. S.O.N.A.R. is being designed around an MSP-defined local sweep, relationship exclusions, fit reasoning, sourced company research, bounded security evidence, and human-reviewed outreach preparation.
Will S.O.N.A.R. contact prospects automatically?
No. The planned workflow prepares an editable draft and suggested next steps. The MSP reviews the evidence and sends outreach from its own account.
Which integrations are planned first?
The closed beta is planned to begin with HaloPSA and HubSpot. ConnectWise PSA, Autotask, Kaseya BMS, and Pipeline CRM are planned next. Syncro and additional CRM connections will follow as participating MSP needs are validated.