About Us


ProspectorWorks helps sales professionals analyze customer behavior and maximize customer engagement to improve conversion rates and drive revenue.


Our Team

Edward Willis, President & Founder


Dian Martinez, COO


Patricia Anderson, VP Product


Jenna Carbing, VP Territory Development


The Things We Do

Prospectorworks delivers revenue growth. With direct lead generation, powerful analytics, customer management, and contextual guidance designed to help you understand and drive revenue growth.

Why We Are Different 

Prospectorworks is always innovating, designing, sharing, and collaborating to help you accelerate revenue growth.



Coming January 2018: Manage your pipeline and speed up your sales team with our free CRM (Clients Only)


  • Prospector interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.

  • Manage your pipeline with total visibility. Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard

  • Log sales activity automatically. Our CRM tracks customer interactions automatically whether they are in an email, across social media, or on a call.

  • See everything about a lead in one place. View our notes as well as your own. Unlimited access.

  • Know the instant a prospect opens an email or downloads an attachment so you can follow up when you are top-of-mind.

  • Call with a click from your mobile device or desktop and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline.

  • Get insights your sales team will actually use by automatically populating contact records with details from our database.

  • Import company data and contact records, or export to .csv

  • BrightScope 401k plan ratings, including fees, company generosity, and the BrightScope Rating.

  • Additional BrightScope mutual fund analysis, including access to over 30,000 share classes, 10,000 funds, and over 800 fund families.


Industry Focus

Prospectorworks focus is to change the way marketing and sales professionals analyze, service, and sell to their clientele.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.