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.
| Grade | Business | Why this score | Draft |
|---|---|---|---|
| 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 |
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
“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?”
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.
- Step 1
Tell it who
Say it plainly: "find me 20 HVAC owners in New Haven County." It runs weekly or when you ask.
- 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.
- 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.
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.
- Free discovery call
- Fixed quote
- Setup: we agree on who you're looking for and how to score them, then run the first batch with you
- 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.
Works well with
Two or more builds qualify for one portal for your team.
Start with the problem.
Tell us the one job that costs you the most on a free discovery call. You owe nothing.