How the workflow runs
One flow for finding leads, qualifying opportunities, and producing outbound assets.
Find and qualify leads
Search by niche, city, and filters. Use score and signal filters to focus on businesses with clear marketing gaps.
Manage in contacts and pipeline
Keep scraped and manual leads together in the Contacts hub. Route priority leads into your sales process without context switching.
Run AI Prospecting
Use one create button for two outcomes: prospect audit or outreach pitch. Both follow the same modal-based flow.
Share and follow up
Copy share links for audits and pitches, then track follow-up from your lead detail and opportunity views.
Find and qualify leads
Search by niche, city, and filters. Use score and signal filters to focus on businesses with clear marketing gaps.
Manage in contacts and pipeline
Keep scraped and manual leads together in the Contacts hub. Route priority leads into your sales process without context switching.
Run AI Prospecting
Use one create button for two outcomes: prospect audit or outreach pitch. Both follow the same modal-based flow.
Share and follow up
Copy share links for audits and pitches, then track follow-up from your lead detail and opportunity views.
Built for agency prospecting teams
Tools your team uses daily, presented as one consistent system.
Contacts Hub
Unified lead list across scraped, manual, imported, and audit-linked records.
Opportunity Filters
Filter by score, temperature, and detected digital gaps to prioritize outreach.
Prospect Audits
Generate client-ready audits with gap insights, recommendations, and share links.
AI Pitch Generation
Generate, edit, save, and share tailored outreach drafts by channel and tone.
List-first Tabs
Tabs focus on report and pitch lists; creation always happens from a single dropdown flow.
Consistent create flow for audits and pitches
The AI Prospecting create button opens one menu with two outcomes. This removes duplicated forms and keeps team behavior consistent.
Usage visibility without clutter
A compact usage indicator shows current AI Prospecting consumption (for example 5 / 5,000) near the action button, so teams stay aware of monthly limits.
Role-safe sharing and collaboration
Share links are team-friendly while internal routes remain permission-controlled. Managers can review outputs quickly and keep follow-up moving.
Lead Finder FAQ
Common questions about AI Prospecting and lead workflows.
Categories
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