How Overton works
Eight steps in detail. Skip around or read top to bottom.
Set your targeting
Pick the industries you sell to, the geography you cover, and the filters that matter to you (rating thresholds, business size, franchise exclusion, anything else). Save it. You can change any of this later when your strategy shifts.
Always finding new prospects
Overton's agents run around the clock. They watch public records, hiring signals, new permits, and review activity for any business that matches your ICP. Fresh prospects land in your dashboard every weekday with the owner identified and contact info verified. Your list never goes stale.
Find the owner with AI
If a prospect lands in your dashboard without an owner attached, click Find Owner. The agent reads news, filings, LinkedIn, and the company's own website, figures out who actually runs the place, and suggests a verified email pattern. You see the confidence score and the sources it pulled from before you save anything.
Save to your CRM or portal
Save prospects to HubSpot, Salesforce, Pipedrive, Attio, or GoHighLevel in one click. Or hold them in the Overton portal if you're not ready to push them to your CRM yet. Contacts, activities, and replies sync automatically, so there's nothing to copy-paste.
Build personalized email sequences
Write a template with placeholders. Overton's AI rewrites the opening line for every prospect using whatever it knows about their business. Before you send anything, the AI scores the template on subject quality, spam risk, body clarity, and CTA strength so you can fix the weak parts first.
Launch the campaign
Pick your list, pick your template, set how many emails you want sent per day, and go. Send from your own inbox or borrow one of Overton's pre-warmed addresses. Every email gets a different opening line because the AI personalization runs as each one goes out.
Watch what's working
Track sent, opened, replied, and booked rates per campaign. Patterns show up fast: which subjects land, which industries respond, which sequences are quietly dying. Change anything mid-campaign without restarting.
Call or text owners directly
Email isn't the only way to reach a local business owner. Tap Call from the prospect card and Overton generates a script for the conversation based on what it knows about them. Tap SMS to send a quick text. Everything logs back to the prospect record automatically.
See it on your own pipeline.
Book a 20-minute call. We’ll pull real decision-maker contacts from your target industry and walk you through the outreach setup.