Lead Finder

A weekly list of owner-run businesses that fit, with the first message drafted.

It looks for real buying signals, scores each lead A, B or C with a reason, and drafts a first touch in your voice. You approve every one. Nothing sends on its own.

The weekly scored listExample · sample data, all names are made up
Penwhistle Bookkeeping
Lead Finder
Ran Thu 7:00 AM12 found3 skipped, already in your listsPaid lookups: 2 of 10 cap
GradeBusinessWhy this scoreDraft
Kestrelby Heating & Air
Tony Russo · East Haven
Hiring an office manager. The books likely outgrew the owner.
Hiring office manager · 4 days ago8 staffActive S-1 license
Draft ready
Ambergate Heating
Ed Kowal · Wallingford
Posted for a part-time bookkeeper last week.
Hiring part-time bookkeeper · 1 week ago12 staff
Draft ready
Thornquist Mechanical
Paula Grant · Hamden
Paper tickets and phone-only quotes. Manual work everywhere.
“Call for a quote” onlyPaper service tickets in photos5 staff
Draft ready
Copperfen HVAC
Devon Pratt · New Haven
New ops role. Growing past owner-does-everything.
Hiring ops coordinator · 2 days ago10 staff
Draft ready
Wexmoor Air
Gina Marino · Northford
Phone-only booking at 6 staff. Owner reachable directly.
Phone-only booking6 staffOwner email via paid lookup
Draft ready
Driftlane Duct & Vent
Kathy Lund · Branford
Right size and trade. No clear pain signal yet.
4 staffActive license
Draft ready
Halvorwick Mechanical
Joe Albano · Hamden
Manual quoting. May be under your size sweet spot.
“Call for a quote”3 staff
Draft ready
Brindlecove Climate Co.
Sean Doyle · Guilford
Good fit on size. 25 minutes out.
7 staffOwner email via paid lookup
Draft ready
Juniperfold Heating
Rita Shah · Orange
One paper-invoice signal. Worth a short note.
Paper invoice in a review photo5 staff
Draft ready
Marrowgate Comfort
Owner unknown · Milford
No public way to reach the owner.
No owner contact found
No draft
Pebblestack Air
Ray Ortiz · New Haven
One person. Too small for your offer.
Solo operator
No draft
Quarrytop Heat & Cool
Ann Petit · North Branford
Too big. Has an in-house finance team.
45 staff
No draft
To: tony@kestrelbyheating.example.comSubject: Books at Kestrelby Heating & Air

Hi Tony,

Saw that Kestrelby Heating & Air is hiring an office manager. When a shop gets there, the books usually end up on the owner's kitchen table at night.

We do monthly bookkeeping for owner-run trades shops around New Haven, at a fixed fee. Worth 15 minutes next week to see if it fits?

Renee

Penwhistle Bookkeeping · 123 Sample Rd, Hamden, CT 06514 · Reply “no thanks” and we won't email again.
Call opener

“Hi Tony, this is Renee from Penwhistle Bookkeeping. I saw you are hiring an office manager, and I had a quick question about how you're handling the books. Got two minutes?”

Phone checked against Do Not Call: clear

About Lead Finder

Lead Finder finds owner-run businesses that fit your customer, scores them and drafts the first message. You approve every one. Nothing sends on its own.

It runs weekly or when you ask, starts with free public sources, and skips anyone already in your lists. Every lead you send flows into Lead to Booked Call for follow-up, so nobody falls through after the first touch.

Works with

  • Free public sources
  • Slack
  • Your email inbox
  • Your call list
  • Paid data toolOnly if you allow it

Sound familiar?

What owners tell us.

  • I spend Sunday night on LinkedIn instead of with my family.
  • Bought lists are stale and half the emails bounce.
  • I never know which leads are worth the call.

How it works

Three steps, start to finish.

  1. Step 1

    Tell it who

    Say it plainly: "find me 20 HVAC owners in New Haven County." It runs weekly or when you ask.

  2. Step 2

    Review the scored list

    Each lead gets an A, B or C with the reason. A and B leads come with a drafted email and call opener.

  3. Step 3

    Approve, then send

    Say yes or no in Slack. Approved leads become drafts in your inbox and rows on your call list.

What you get

The details.

Finds the right businesses

  • Runs weekly, or when you ask.
  • Looks for real buying signals in free public sources: businesses hiring for an office, ops or admin role, state license lists, paper forms, phone-only booking, "call for a quote."
  • Fills a missing owner name or email from a paid data tool only if you allow it, with a cap per run.
  • Skips anyone already in your lists, so nobody gets contacted twice.

Scores each lead and says why

  • Every lead gets an A, B or C with a one-line reason.
  • Based on the signals you care about: fit, size, the problem they show, distance, a way to reach them.
  • Only A and B leads get drafts.

Drafts the first touch in your voice

  • A short email and a call opener for each lead, naming the signal that made them a fit.
  • It's set up so every email has your mailing address and an opt-out line.

You approve, then it hands off

  • The batch posts to Slack, one line per lead, for your yes or no.
  • Approved leads become email drafts and call-list rows. You hit send.
  • Once sent, the lead flows into Lead to Booked Call.
The Slack approval postExampleExample · sample data, all names are made up
# new-leadsSlack
Lead Finder 7:02 AM
This week's batch: 9 leads (5 A, 4 B). Yes or no on each. Approved leads become email drafts and call-list rows.
Grade AKestrelby Heating & AirHiring an office manager. The books likely outgrew the owner.
Grade AAmbergate HeatingPosted for a part-time bookkeeper last week.
Grade AThornquist MechanicalPaper tickets and phone-only quotes. Manual work everywhere.
Grade ACopperfen HVACNew ops role. Growing past owner-does-everything.
Grade AWexmoor AirPhone-only booking at 6 staff. Owner reachable directly.
Grade BDriftlane Duct & VentRight size and trade. No clear pain signal yet.
Grade BHalvorwick MechanicalManual quoting. May be under your size sweet spot.
Grade BBrindlecove Climate Co.Good fit on size. 25 minutes out.
Grade BJuniperfold HeatingOne paper-invoice signal. Worth a short note.
Tap yes or no on each line.

Set up for public data and opt-outs

You stay in charge.

  • It's set up to use public contact details only.
  • It's set up to check phone numbers against the Do Not Call list first.
  • It's set up so every email has your mailing address and an opt-out line.
  • Paid lookups only if you allow them, with a cap per run.
  • Nothing sends on its own. You hit send.

How you get it

No big project. A fixed quote and a setup we do with you.

  1. Free discovery call
  2. Fixed quote
  3. Setup: we agree on who you're looking for and how to score them, then run the first batch with you
  4. Check-in

Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.

Questions

Common questions.

Does it send emails for me?

No. Approved leads become drafts in your inbox. You read them and hit send.

Where do the leads come from?

Free public sources first: job posts, state license lists and signs of manual work on a business's own site. A paid data tool fills gaps only if you allow it, with a cap per run.

Will it contact someone twice?

No. It skips anyone already in your lists.

What happens after I send?

The lead flows into Lead to Booked Call, so replies get followed up until they book or say no.

How does it decide A, B or C?

From the signals you care about: fit, size, the problem they show, distance and a way to reach them. Every score comes with a one-line reason, and only A and B leads get drafts.

Will it call numbers on Do Not Call?

No. It's set up to check phone numbers against the Do Not Call list first, and it's set up to use public contact details only.

How often does it run?

Weekly, or whenever you ask. For example: "find me 20 HVAC owners in New Haven County."

What does it cost?

One fixed price for the build, in a written proposal you agree to before anything is built. We start with a free discovery call, so the quote fits the way you work. Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.

What about AI usage costs?

If your build uses an AI provider, such as Claude, OpenAI or Grok, your written proposal names it and explains how usage is measured and billed, what's included, any markup, and any caps or overages, before you agree.

Start with the problem.

Tell us the one job that costs you the most on a free discovery call. You owe nothing.