Sortlist

Tancrède d'Aspremont Lynden

Macarena Vayá

Kevin Boyer

Receive, apply to, and win project opportunities, and meet clients.

Opportunity Module

Learn what happens after you’ve applied for an opportunity you’ve received and how it will help you close more deals.

What happens when you apply for an opportunity?

How does Sortlist qualify opportunities for you?

How to define your opportunities preferences and get the most results

Discover how to optimize your profile to improve your opportunity experience.

The ultimate guide to getting more relevant opportunities

Why it’s critical to be reactive on new opportunities

Understand how much opportunities cost based on their characteristics

How much does an opportunity cost?

How will I get notified for new project opportunities?

Learn how Sortlist connects agencies with the most relevant client opportunities and how you can make the most of it.

How does the matching algorithm work ?

How many providers can apply for an opportunity?

Where AI, data, and human trust come together to deliver better opportunities for every agency.

Sortlist Smart Briefing

About the Sortlist module that sends you relevant business opportunities directly to your dashboard.

Sortlist+ Opportunity Module

You would like to activate the intelligence module? Learn more on what it includes and how to activate it!

Intelligence module explained

We'll walk you through the reasons that can block you from receiving opportunities, even if you have an optimized PQI, and how to solve them

Why don't I receive opportunities, even with an optimized PQI?

What opportunities are, how Sortlist matches and qualifies them, and how they are priced.

Understanding opportunities

This is a step by step guide to lead you in the right direction to proceed with an opportunity.

How to proceed with an opportunity?

How and why to customize your applications with works and reviews?

In this article, you'll learn how and when the contact details of a client are displayed on an opportunity you've applied to.

How and when are you able to see the contact details of an opportunity?

How to know when to contact a client?

How to put a project on won?

Why prospects’ contact details are now disclosed at the time of your meeting

Learn how to request a credit refund for an opportunity.

How to request an opportunity credit refund?

In this article you will learn about the conditions under which a Sortlist's opportunity might be eligible for a refund.

Sortlist Opportunity Refund Policy

Apply to opportunities, follow them through, mark projects as won, and handle credit refunds.

Applying and winning

Increase your response rate by using these 5 tactics.

How to write the perfect first message to a client.

3 tips to get a meeting with the client

In this article, you'll discover how this client experience will help your agency in meeting them more easily.

Apply to opportunities and meet clients with no friction.

Discover Sortlist Calendar: The easiest way to meet up with clients.

Discover Sortlist Intro Meeting

Streamline Your Path to New Business on Sortlist

Sortlist Quote Builder

Nailing the Post-Meeting Email: Tips and Templates for Winning Your Next Client on Sortlist

Learn how to stand out from your competitors and become a reference of your market

The importance of positioning your agency to be successful on Sortlist

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Message clients, book meetings, and use the Inbox, Calendar, and Quote Builder.

Meetings and messaging

List my agency

Launch a project on Sortlist

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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