Agency Playbooks/Agency Lead Gen Capabilities

Find New Clients

Agency Lead Gen

Describe your ideal client and get a qualified prospect list in about a minute — then enrich the best rows into dossiers that end in a pitch, and take the whole list with you as an Excel export.

Describe · Pull · Enrich

From “here's my ideal client” to a working prospect list — in about a minute

No lead databases to subscribe to, no spreadsheets to assemble. Say who you're after, watch the list stream in, then turn the best rows into dossiers that end in a pitch.

Your ideal client
Niche
supplements · US · $30+
Size
100 prospects · price shown first
Pull
~1 min
The list streams in
Peak Nutrition Co.★4.8 · 21k reviews
Daily Greens Lab★4.6 · 9k reviews
Ironroot Supplements★4.7 · 33k reviews
…contacts, socials & price bands attached
Enrich
per prospect
The dossier
SnapshotCreative assessmentSEO BTheir live adsPitch angle
Mobile PageSpeed (Google)57/100
You only pay for what's delivered — and failed lookups cost nothing.

The Dossier · One Enriched Prospect

Size up a prospect in seconds — with receipts

Lead tools hand you a contact record. This hands you the first meeting: who they are, what's working, what's broken, what they're spending on — and the conversation to open with.

Snapshot
Who they are, how they operate, price positioning, reputation base — two honest sentences, not a bio.
Assessment
Consistent brand system
Static ads only — no video
No schema on 200k+ reviews
Ad presence
META
Actively advertising — 5+ ads in current sample
View in the ad library →
GOOGLE
Text ads running since 2024
View in the ad library →
Pitch angle
The opening move, from the sharpest finding.
1. The speed fix
2. UGC from their reviews
3. Widen the format mix
…then draft the outreach email in your agency's voice

Evidence, not opinion

Google's own speed score, a real SEO grade, and their actual ads — every claim in the dossier traces to something you can show the prospect.

Their ads, one click away

Samples from the Meta Ad Library and Google's Ads Transparency Center link straight to the live listings — the research trip you used to do by hand.

It ends in the pitch

An opening move built on the sharpest finding, then named plays — the first meeting, pre-written from the gaps the enrichment found.

Two Lanes · One Workflow

Ecom brands and local businesses — each qualified the way that lane really works

An online store and a neighborhood plumber are different prospects. The lanes read different signals — but land in the same lists, the same dossiers, the same export.

ECOM
Shopify stores by niche
Niche keyword + market
Product-price band — the operating-level knob
Review volume as a scale signal
Emails, phones & socials attached
LOCAL
Local businesses by trade
Trade × the metros you name
Ratings & review standing
Website present or missing — a signal either way
One-click map pin to the full Google listing
Converge
One workflow
Named lists in the side panel · append pulls that skip repeats · sortable columns · dossier enrichment · Excel export with everything on board.

Export · Yours To Take Anywhere

One click, and the whole list is a real Excel spreadsheet

Most lead tools make leaving hard. Here the export button is right on the toolbar: every contact, website, and social link — and the full dossiers — in a clean .xlsx that opens in Excel or Google Sheets and drops straight into your CRM or a VA's hands.

your-prospect-list.xlsx3 sheets
Prospects
Name · Website · Location · Email · Phone · Instagram · Facebook · YouTube · Rating · Reviews · Price range
Pull Info
The list, the lane, your search criteria, and the date — full context for whoever picks it up
Enrichment
Snapshot · Assessment · Pitch angle · SEO grade · Speed score · Ad presence · Drafted outreach

How agencies work it

1

Describe your ideal client

Pick a lane — Shopify stores by niche, or local businesses by trade — and say who you're after: “supplement brands in the US selling $30+ products” or “plumbers in Austin and Dallas.” Pick a size (25 to 100) and the token price is shown before you commit.

2

The list lands in about a minute

Prospects stream in as they're found — names, websites, locations, ratings, review volumes, price ranges, emails, phones, and social profiles where they exist. Every contact icon is a one-click link. Repeats from your earlier pulls are skipped automatically.

3

Enrich the ones worth pitching

Select rows and hit Enrich. Each prospect gets its own dossier: a snapshot of who they are, a creative assessment, their SEO grade with Google's own mobile speed score, samples of their live ads with one-click links to each ad library — and a pitch angle with named plays.

4

Walk out with the work in hand

Sort enriched prospects to the top, export the list to Excel — prospects, search criteria, and full dossiers on separate sheets — and draft a first-pass outreach email in your agency's voice, grounded in the dossier's facts. Paste it anywhere; polish it your way.

What's inside

Ecom lane

Shopify stores by niche

Search the Shopify storefront directory by keyword, market, and product-price band — the “level of operation” knob. Rows arrive with review volumes (a real operating-level signal), price positioning, and contact channels already attached.

Local lane

Local businesses by trade

Plumbers, med spas, roofers — any trade, across the metros you name. Built on Google's business directory: ratings, review counts, phones, and websites, with a map pin that opens each business's full Google listing in one click.

The dossier

Google's own numbers

Speed 0–100

Every enriched prospect gets Google's mobile PageSpeed score on a colored bar — green, amber, or red, Google's own zones — plus an SEO letter grade from real checks: sitemap, schema markup, meta descriptions. Citable evidence, not opinion.

The dossier

Their live ads, one click away

Samples of the prospect's current ads from the Meta Ad Library and Google's Ads Transparency Center — format, copy, and start dates — each with a direct link to the library listing. No more hunting for who's spending and what they're running.

The pitch

A pitch angle with named plays

The dossier ends with the conversation to walk in with: an opening move built on the sharpest finding, then two or three named plays — each one specific to the gaps the enrichment actually found. Then draft a first-pass outreach email in your agency's voice.

The workflow

Lists that grow with you

Every pull saves to a named list in the side panel — pull another 100 into the same list anytime and only new prospects are added. Sort by any column, float enriched rows to the top, rename lists, and export to Excel with the full dossiers included.

Run the whole loop from Claude

Pull the list, cherry-pick, enrich, and draft the pitches — the same loop, driven from a conversation. The playbooks make it a copy-paste ritual.

Works inClaude.ai (web)Claude CoworkClaude Code— no API key needed.
Pull a list by describing itLIVE

Pull 25 premium supplement stores in the US and show me the strongest ones.

Claude quotes the price for free and waits for your go before anything charges.

Cherry-pick and enrichLIVE

Enrich the five best prospects in my Supplements list and brief me on each dossier.

Charged per completed dossier — failed lookups cost nothing.

Draft the outreachLIVE

Craft the five pitch options for the top prospect and tell me which approach you'd send.

Five named approaches, written as your agency. Drafts only — nothing is ever sent for you.

Where this is heading

The loop keeps compounding — here's what's on the bench.

Lookalikes from your own clientsCOMING

Point at the clients you already serve and let the platform find more like them — your niche, replicated.

Deeper enrichmentCOMING

A deeper pass adding broader ad-history reads and social-presence scans for the prospects that matter most.

Good to know
  • Ad presence shows samples from the public ad libraries — real ads, honestly labeled (“5+ in the current sample”), never invented totals.
  • The mobile speed test is Google genuinely measuring the site — a dossier can take up to a minute, and it's worth it.
  • Local-lane exports build from enriched dossiers (that's how Google's terms work) — enrich first, then export.
  • Drafted outreach is a well-started first pass in your agency's voice — you polish and send from your own inbox. Nothing is ever sent for you.
Pull your first prospect list

Your first list is minutes away.