From a blank page to your first lead list.
A practical, five-step approach to finding and organizing local prospects.
Start with a clear fit
Choose a type of business you know how to help. “Independent dental clinics in Austin” gives your research a clearer direction than a broad search across unrelated industries. Write down what makes a company a good fit before starting.
Choose a focused territory
Pick a city or service area and run a focused search. Review progress in your workspace while results arrive. The number of available businesses varies by query, so treat your result limit as an upper bound.
Look beyond the listing
Open a business to review its details, available contacts, and website signals. Check the source of a contact and confirm it is relevant to your intended conversation. An incomplete profile is a prompt for more research.
Make the list useful
Add tags that describe fit, territory, or a useful next step. Use notes for specific observations. Review duplicates and mark the businesses you want to return to so the next session starts with context.
Take the next step deliberately
Export a qualified shortlist in CSV, XLSX, or TSV. Verify details before follow-up and use outreach practices appropriate to your location and recipients. A smaller, well-researched list is often easier to act on.
Put a little insight into practice.
Explore the workflow with our interactive product demo.
Take a closer look