Product

B2B Prescreen

Identify and target high-value small business owners at their precise moment of interest.
Contact Us

Target High Potential Business Owners Using Consumer and Commercial Data

In a vast sea of more than 33 million U.S. based small businesses, the key to B2B marketing success is not always a straight line. One effective strategy is to find and target high-valued business owners that are personal guarantors and are likely to respond to new offers. 

That’s exactly how B2B Prescreen helps. 

Pushing beyond standard firmographics, B2B Prescreen combines robust consumer and commercial data to help identify business prospects, based on the owner's personal credit and ability to make on-time payments. It's the deeper, more predictive SMB insight marketers need to find that "sweet spot" of lower-risk accounts with a high probability of opening a new account.

Target High Potential Business Owners
Find qualified, "likely interested" business owners by linking personal consumer credit insights with robust commercial data.
Maximize Marketing ROI
Focus campaigns and offers on the most profitable accounts at their precise moment of interest.
Increase Conversions
Market more effectively by only mailing or extending offers that pass your prescreen criteria. 
0 M

U.S. based businesses 

0 K+

New U.S. based businesses added every month.

0 M

marketable contacts.

Precision Targeting: Make the Right Offer to the Right Customer at the Right Time

Maximize sales and marketing ROI with the ability to use a mix of consumer and commercial data to identify and target high-potential prospects at the precise moment they are open to new offers.

Identify and Target SMB Business Owners

Use consumer data to prescreen individuals and identify business owners that are personal guarantors within targeted small business accounts.

Find Low-Risk, High-Value SMB prospects

Leverage robust commercial data and risk scores to efficiently profile, filter, and target high-potential SMBs. 

Understanding the Path to Precision Targeting

B2B Prescreen streamlines acquisition strategies by syncing consumer and commercial data. This process ensures you reach high-propensity small business owners with a firm offer of credit solely as personal guarantors of credit being extended to the business exactly when they need it most.

Identify High-Value Prospects
Start by screening consumers for attractive prospects who are likely to respond to offers. This initial filter ensures you are targeting individuals who meet your specific credit and risk criteria from the very beginning.
Link Consumers to Businesses
Equifax Link bridges the gap between individual consumer information and their status as a business owner and personal guarantor. This identifies the specific businesses associated with high-value prospects, creating a comprehensive marketing profile.
Deliver Tailored Offers
Once the ideal targets are identified and linked, a firm offer of credit can be presented directly to the small business owner. By reaching them at their precise moment of interest, you significantly increase your chances of conversion.

The Power of Unified Insight: Linking Consumer and Commercial Data

Standard marketing lists often miss the full picture. B2B Prescreen provides a competitive edge by uniquely bridging the gap between consumer reliability and business owner potential. Armed with the bigger picture, including the ability to identify the specific moment a business owner is ready to act, marketers can deploy smarter, data-backed offers that power higher conversions, proactive risk management, and sustainable growth. 

Frequently Asked Questions

Unlike static lists, B2B Prescreen uses a unique linkage between Equifax consumer and commercial data. This allows you to identify the specific moment a small business owner is in the market, ensuring your offers are delivered with higher precision and better timing.

Yes. When consumer credit data is used to screen qualified applicants a firm offer of credit is required. 

Yes. The tool allows you to apply predictive risk filters and credit scores early in the process. By prescreening prospects, you can exclude businesses and business owners that don't meet your underwriting criteria before you spend your marketing budget on them.

You can go far beyond basic firmographics (like company size or industry). B2B Prescreen allows you to leverage predictive data elements, such as the owner's propensity to pay, credit risk scores, and specific triggers that indicate a "precise moment of interest."

Related Resources 

Infographic

Main Street Lending Report

The Small Business Indices help executives, economists, policy makers, investors and regulators better understand the current business cycle and set credit oversight policies.  
Download Now

Related Products

Explore additional solutions to help identify high-value B2B business opportunities, proactively manage risk, and drive sustainable revenue growth. 
Equifax Link™
Link your consumer accounts to business owners and identify new sales opportunities.
Learn More
B2bConnect™
Discover high–value business prospects faster. Use enriched merchant data, firmographics, and real-time insights to improve B2B marketing performance and drive smarter targeting.
Learn More
Prescreen
Identify attractive prospects who are most likely to respond to credit card, loan, or insurance offers, while mitigating risk.
Learn More
Feature.Banner_temp.jpg

Grow Your Small Business Portfolio

Discover how to reach the right small business targets with better data, and grow your commercial portfolio with confidence without increasing risk.

Explore Now
Anchor Text

Need Help Deciding?

Connect with our sales team today to get a product consultation.