This article focuses on our Lead Generation module. For more information about our directories you can refer to Sortlist Methodology for Ranking Agencies on our Directories
The big picture
When a client submits a project, our system analyzes both:
• The client’s needs
• Your agency profile
It then identifies the agencies that are the best fit.
👉 The goal is simple: connect the right agencies with the right projects.
1. Your agency profile is key
Your profile is the foundation of the matching.
We use it to understand what your agency actually does, based on:
Your services and how you describe them
Your portfolio and recent work
Your client reviews
Your areas of expertise and industries
Key company information (size, location, languages)
This is not just about what you claim, but what you demonstrate through your content.
2. Each project is analyzed in detail
When a client submits a briefing, we look at:
• Their goals and needs
• The expertise required
• Their industry, budget, and context
• Any specific requirements (location, language, etc.)
This creates a clear picture of what kind of agency is needed.
3. How matching works
We compare the project with agency profiles to identify the best fits.
Agencies are prioritized based on:
🎯 Relevance: How closely your expertise and experience match the project
⭐ Quality: Your track record (reviews, reliability, past collaborations)
⚡ Activity: How active your agency is on the platform
💼 Readiness: Your ability to engage with new opportunities
Relevance is the primary factor, but the others help ensure clients connect with agencies that are both a good fit and responsive.
4. Matching Precision: control what you receive
You can adjust how selective the matching should be:
• Broad → receive a wider range of opportunities
• Strict → receive only highly relevant matches
A focused agency can typically afford to be more selective, while a broader agency may benefit from a wider range.
5. Opportunities are sent progressively
Opportunities are sent progressively, not all at once.
Agencies that are the strongest match are contacted first. If needed, additional agencies are invited afterward.
This approach avoids overcrowding and increases your chances of competing in relevant projects.etition.
6. Continuous improvement
The matching system improves over time based on:
Profile updates: Each time you update your services, portfolio, or reviews, the system refines its understanding of your agency.
Your activity on Sortlist: How you interact with opportunities (viewing, applying, responding) helps the system understand what types of projects are truly relevant for you.
Feedback on opportunities: When you decline or don’t pursue a project, your input helps us improve the matching.
The more you keep your profile updated and interact with opportunities, the smarter and more relevant your matching becomes.
How to get the best results
Matching quality depends directly on how clearly your profile reflects your current positioning.
Keep your information up to date so it reflects what you want to sell today.
Focus your portfolio on recent, relevant work that represents your strengths.
Collect reviews that reinforce your credibility in your target areas.
Be clear and intentional about your core expertise avoid being too vague or overly broad.
Adjust your Matching Precision depending on how selective you want to be.
Key takeaway
The system is designed to connect you with projects where you have a real chance to succeed.
Keeping your profile focused and up to date is the most effective way to improve both the quality of your opportunities and your chances of winning them.