Find new clients and help them understand their market
Discover small businesses, follow client activity, and bring business and market research into your advising. Review loans and awards connected to clients to support follow-up and outcome tracking.
Find prospective clients
Find startups and other businesses your center has not worked with, including newly registered companies. Explore by geography, industry, and other relevant criteria, then review profiles and available contact information to prepare for outreach.
Help clients understand their market
Help clients investigate nearby companies, potential partners, and suppliers. Search for relevant products and services, examine business locations, and compare company profiles. Work with Atlas to organize findings into lists, maps, or reports for client discussions.
Follow loans and awards connected to clients
Review Small Business Administration (SBA) loan and public award records associated with client businesses. Organize the information in Data Studio and export a table to support your center’s client outcome tracking and reporting. Use the records to identify updates worth discussing with clients.
Follow changes across your service area
Follow new registrations, recorded dissolutions, and other business status changes. Create flags for relevant events and receive notifications within EcosAtlas. Review the matching companies and the reason each was flagged to plan outreach and follow-up.
Explore EcosAtlas for your center
See how company discovery, market research, and business activity can support your advisors.