Who This Is For / When to Use
This article is for sales teams, marketers, and agencies who want to proactively find new leads, assess their online presence, and automate outreach using audits and workflows.
Use this when you want to:
Discover new local businesses by keyword and location
Generate and share marketing audit reports
Automatically create contacts from prospects
Trigger workflows based on prospect data
Step 1: Search for Local Prospects
Navigate to Prospecting > Lead Finder.
You can search for businesses using the fields at the top of the screen.
Available Search Options
Keyword or Business Name
Enter a business type (example: Roofing Contractor, Dentist, Real Estate Agent).
Enter a specific business or brand name to find exact matches.
Location
Enter a city, postal code, or full address.
Select a location directly on the map.
Type near me to use your IP-based location automatically.
Radius
Select a search radius from the chosen location (up to the available maximum shown in the dropdown).
Click Search to load matching businesses on the map and in the results table.
Step 2: Generate a Marketing Audit Report
From the results list:
Select one or more businesses.
Click View or generate a Marketing Audit Report.
The system begins analyzing the prospect’s online presence.
While the report is generating, you may see a Contact creation in progress message. This is expected.
Step 3: Automatic Contact Creation
Every prospect generated through the Prospecting Tool is automatically added as a contact in your account.
No manual contact creation is required.
Contacts appear in CRM & Contacts once processing completes.
Newly created contacts are automatically tagged.
Example tag applied:
new-prospect-received
This applies to prospects created:
Manually from Lead Finder
From in-app prospecting
From AI or widget-based prospecting
Step 4: Trigger Workflows for New Prospects
You can automate follow-up actions using workflows triggered by prospect creation.
Create a Prospect-Based Workflow
Go to Automations > Workflows.
Create a new workflow.
Select the trigger Prospect Generated.
Optional Filters You Can Apply
Prospect Conversion Score (example: greater than 60)
Prospect Source (AI, In-App, Widget)
Other available prospect attributes
These filters allow workflows to run only for specific prospect types.
Step 5: Use Prospect Fields in Emails and Actions
When building workflow actions (such as emails), you can insert prospect-specific fields.
Examples include:
Prospect business name
Prospect contact first name
Prospect email
Prospect web audit report link
Use the field picker and search for prospect to insert available values.
This allows fully personalized outreach based on audit data.
Step 6: Share the Marketing Audit Report with the Prospect
Once the audit report is generated:
Open the Marketing Audit Report.
Click Share Report in the top-right corner.
Choose how to send the report:
Email
SMS
Share link
Customize:
From email
Subject line
Message content
Send the report directly to the prospect.
The report highlights gaps and opportunities you can use to start a sales conversation.
Common Issues and Fixes
Contact shows “creation in progress”
Cause: The system is still enriching prospect data.
Fix: Wait a few moments and refresh the Contacts section.
Workflow did not trigger
Cause: Workflow filters did not match the prospect data.
Fix: Verify the trigger is Prospect Generated and review all filter conditions.
Missing email or phone data
Cause: The prospect’s business listing does not expose contact details publicly.
Fix: Use the audit report link and manual follow-up, or enrich data through additional outreach.