For Providers
Get opportunities, grow your visibility, build a strong profile, and manage your agency on Sortlist.
By Kevin and 6 others7 authors106 articles
Sortlist Referral Program: Bring one project and get one for free!Sortlist is excited to introduce a groundbreaking referral program designed to help you earn credits.
How to change the language on SortlistThis article will guide you to change the language displayed on Sortlist according to your preferences
🚀 Sortlist acquires Overloop AI: What this means for your agency
Sortlist for providers: How does it work?How we attract and qualify business opportunities for your company
Getting Started
If you are a new member of Sortlist, here you will find all you need to know!
Can I register to Sortlist? (Listing conditions)
How to be listed as a provider on Sortlist?You're new to Sortlist and want to be registered as one of our providers? Follow this step by step guide.
Why do "we know your agency" ?
What type of clients use Sortlist to find an agency?These are the clients you could meet through Sortlist.
Does the client pay for your service?Clients using Sortlist to find a provider do not pay for the service we provide them with.
Next Steps: Your Sortlist JourneyWhat to expect in the coming days as you search for your provider match.
1. Building a killing profileFirst things first - set up your profile.
3. Setting your target markets
4. Understanding Your Sortlist Reporting Page
5. Mastering B2B Outreach Using Sortlist
What are the price plans for Sortlist?
Sortlist+: What is it?About Sortlist+ the Sortlist membership programme that gives access to exclusive benefits, opportunity generation and visibility gains
Why we don’t delete reviews of providers from Sortlist
How does billing work on Sortlist?Everything you need to know about billing on Sortlist.
Where can I find my refund history?Discover how to find your refund history.
Discover our next product changes, built to improve prospects’ responsiveness
Sortlist+ evolves: new features designed to help you stand outDiscover the latest innovations of Sortlist+
How Sortlist Members reach their goalsDiscover why providers subscribe to a Sortlist+ Membership
Why invest in Sortlist+ rather than in Google Ads?The Sortlist Visibility module help you to get a better return on investment with less effort
Why invest in Sortlist+ rather than in an SEO strategy?The Sortlist Visibility Module makes your agency visible on Google faster and with less efforts.
How to change your name on the provider's profile?Got a new branding? Change as many times as you need the name of your company in your Profile!
I can't log in or reset my passwordFollow these steps to access again your Sortlist agency profile.
How can I change my email address?What if you want to switch your personal email address into your profesionnal one? What if you need to replace your ex-colleague account?
How to edit my billing information?Follow these steps to update your billing details.
Where can I find my invoices?Here's how to access your invoices.
How do I invite a team member in Sortlist?Discover the steps to set your colleagues as managers and let them edit your agency profile & manage the opportunities you receive.
Getting started with CRM integrationHow to automatically send my Sortlist opportunities to my CRM?
Mastering your new Sortlist DashboardExperience the Exciting Transformation of Sortlist’s Dashboard
Sortlist Single Credit WalletAll you need to know about how to manage your credits on Sortlist
Integrations & Automation
Connect Sortlist to your CRM and tools, and automate your lead workflow.
🚀 Introduction, Sortlist Integrations GuideYour Sales & Marketing on Autopilot
🪄 Module 1: Never Miss a LeadSlack Alerts for New Opportunities
📊 Module 2: Export Your Opportunities into Google SheetsAuto-log your applied opportunities into Google Sheets.
✨ Module 3: Sell SmarterCRM Syncs That Close Deals (5 minutes)
📘 Module 4: Sync Your CRM Like a ProTrigger: Sortlist — Opportunity Application Sent → HubSpot (Deals, Contacts, Companies)
⚡🤖 Module 5: The Advanced Sales Guru StackOnly for Zapier Experts
🧙Module 6: Become the Magic WizzarAuto-Apply with Sortlist + Zapier + AI
Live Triggers ExplainedLearn what each Sortlist live trigger means and how to use them to power your workflows.4 articles
Live Actions ExplainedDiscover how to use Sortlist’s live actions in Zapier and beyond. Learn step by step how to auto-apply to opportunities, set up filters and AI decision trees, and connect Sortlist with your CRM or workflow tools. Each guide includes practical examples, best practices, and warnings so you can boost speed without wasting credits.1 article
🔗 Integrations & Software ConnectionsEasily connect Sortlist with your favorite tools. This collection walks you through step-by-step use cases and guides for integrating Sortlist with platforms like Intercom, HubSpot, Slack, and more. Learn how to sync your accounts, streamline workflows, and make the most of Sortlist by linking it directly with the software you already use.5 articles
Your Profile & Reputation
Build a credible profile, collect reviews, and improve your Profile Quality Index.
Use embed Sortlist reviews on any marketing asset (ex. Website)
How the client sees your agency profileWe've been working hard to improve the interaction between you and your potential clients. Here is how to optimise it ;-)
Your agency’s public profile just got a brand new lookA new place to showcase your talent 🎯
Live Profiles on Sortlist: what it means and what you need to doLearn what a Live Profile is on Sortlist, why it matters, and how to meet the requirements to ensure you are visible to clients.
Why only 2 services appear on your agency's profile, and how to have more?This article explains why you only see 2 services appear on your profile, and what you need to do to have more.
Trusted Partner Badge: a proven mark of trust, quality, and stability
Opportunity Module
Receive, apply to, and win project opportunities, and meet clients.
Understanding opportunitiesWhat opportunities are, how Sortlist matches and qualifies them, and how they are priced.13 articles
Applying and winningApply to opportunities, follow them through, mark projects as won, and handle credit refunds.8 articles
Meetings and messagingMessage clients, book meetings, and use the Inbox, Calendar, and Quote Builder.9 articles
Visibility Module
Get seen by the right buyers with visibility campaigns and directory listings.
Getting Started with Sortlist's Visibility Campaign feature!New Visibility Campaign: have full control over your paid visibility on Sortlist to attract the right clients and maximize your investment.
FAQs Visibility trial
Setting up your daily visibility budget.
How to run multiple visibility campaigns on Sortlist?
How to get my agency listed in a specific directory?In this article, you'll discover the steps to follow in order to get listed in a specific directory on Sortlist.
How to stay visible with the new directory filters on Sortlist.All you need to know to appear in filtered searches.
Sortlist's Dynamic RankingAll you need to know about what influences your position in our directories.
Sortlist+ Visibility ModuleAll about the Sortlist module that makes your agency more visible in directories and search results.
How to win 200€ of advertising credits on Sortlist?In this article, we'll walk you through the steps to follow in order to win 200€ of advertising credits to invest on our platform.
🌍 Expanding the Sortlist Network: More Visibility, More Opportunities
How to export your visibility performances reporting?
How to Measure Your Visibility Return on Investment Using Google Analytics 4?
Learn how to set up and connect Google Analytics 4 with your website.
Learn how to install a Google Tag Manager on your website.
Radar Module
Turn anonymous website visitors into qualified leads with Sortlist Radar.
How to add the Sortlist Radar snippet to your website
🛰️ Sortlist Radar: Turn Anonymous Visitors Into Qualified LeadsRadar helps you identify companies engaging with your agency, on Sortlist and on your website and turn visibility into actionable opportunity.
Learn how it works, how credits are used, and…
Create your Overloop account from SortlistYou can connect Overloop to Radar in just a few clicks, so you can turn intent signals into outreach instantly. Learn how in this article!