Walkthrough · Find New Clients
Ready to win some new accounts?
This is the whole walk, start to finish — no feature tour, no jargon. Where you begin, what you'll see at every step, and how what you see becomes a pitch that wins. The craft is included: not just what the platform shows you, but how agencies use it.
The whole walk · five stops
From a blank page to a pitch with receipts
Every new account follows the same five stops. The rest of this page walks them one at a time — what you do, what you see, and how you use it.
When you're small, the founder is the new-business team.
The pitch list is yours, usually at night, stacked on top of the client work that pays the bills. This walk was built for exactly that hour: every step is one decision, and the platform does the digging between them.
Step 1 · Pick your target
Who are you hunting?
The first decision is the only thing you bring to the table: what kind of client do you want next? Three lanes — and each one reads the signals that actually matter for its kind of business.
Describe them in plain words. That's the whole setup.
No filters to learn, no taxonomy to memorize — say who you're after the way you'd say it to a colleague.
Step 2 · The pull
A qualified list lands in about a minute
Describe them in plain words and watch the rows stream in as they're found — names, sites, ratings, review volumes, emails and phones where they exist. On a B2B pull every row also carries the reason it's there: the round and who backed it, or the role they posted and when.
Now the part most tools get wrong: the list isn't the work. The cut is.
There's craft to choosing who gets your attention — and it's the difference between a busy pipeline and a winning one.
Step 3 · The cut
Pick the ones you can move the needle for
A hundred rows isn't a hundred prospects — it's a hundred candidates for your attention. Sort by review volume, rating, contact surface, and make the cut before you spend anything on research. You never spend on a prospect you'd never call.
A business with everything buttoned up probably isn't hunting for help. A successful business with visible gaps is the one you can demonstrably help grow.
That's who you enrich — because when you find the gap here, you walk into the pitch already knowing you can deliver.
Tick the keepers, hit Enrich, and give it a minute per prospect.
What comes back is the afternoon of research you didn't have to do.
Step 4 · The dossier
One click, and the digging is done
Tick the keepers and hit Enrich. Each prospect becomes a dossier — the afternoon of research you didn't have to do, with receipts you can put in front of the prospect.
Step 4 · The dossier, deeper
Four checks that arm four different pitches
Each one is elective, per prospect — you choose where to look closer. And each one arms a different opening.
Who links to their site, how much of it passes real authority, how clean the profile is.
Five real questions put to the AI assistants with web access — do they recommend this business? Do they even know it? Scored beside the strongest player in your own pull.
The same search run from dozens of points around their address and drawn as a map — where they rank strong, where they disappear, and the identical map for the competitor who owns that ground. Both download as pictures.
Founders and owners first, with work emails, direct lines and profiles where the sources hold them. A head start, not a verified list.
Here's where the walk changes gear.
For the accounts you really want — the premium ones — you can go over the top, with the kind of deliverable that used to take an agency days to assemble across a stack of tools, custom for one pitch. Small shops simply couldn't afford to pitch this way. Now it's the follow-up you send the same afternoon.
Step 5 · The double-down
For the account you really want, send a report they've never seen the likes of
Three deep reports you can run on a prospect — each white-labeled in your agency's name and presentable straight to the client. Send one with the cold outreach, or as the follow-up that lands the day after the first call.
Point it at their site and their competitors. Fifty real buyer questions asked live across five engines — 250 answers — measuring share of voice with verbatim exhibits. Then the citation audit opens and reads the sources behind the answers: news, Reddit threads, YouTube videos with full transcripts, reputation pages.
Where they've been written about, where they haven't — and where their competitors are showing up by comparison. Plus the venues that should be covering them, with calendar windows for the coverage that repeats, so outreach becomes a calendar, not a backlog.
Every page of their site diagnosed — structure, schema, speed — plus their keywords, their rankings, and the terms worth going after. The deeper read works page by page and shows where keywords can be added to each one, with recommendations and an actions sheet designed to detach.
These reports run long — a typical AI visibility file is 200 to 250 pages — so nobody emails a PDF. Download the report as a single self-contained page, drop it on your own website, and send the prospect one link. What opens is deeper than anything they've seen — wearing your name, your logo, your domain.
This deliverable is the kind of work an agency used to assemble over days, across a stack of tools, custom for one pitch. Now it's something you produce the same afternoon — deliverable-grade value that shows you've done the homework, you want to help them grow, and you're the agency to do it. That's how retainer conversations start.
And then you walk in.
Step 6 · The pitch
Every finding is a first sentence
The dossier ends with the conversation to walk in with — and the creative to walk in holding. Spec ads and on-brand video that would normally take days of design time come together fast enough to send with the pitch itself: your design vision, shown instead of described. If you really want to go the extra mile, this is it.
- Ad presence shows samples from the public ad libraries — real ads, honestly labeled, never invented totals.
- Business research is anchored to that exact business — a same-name company turns up as a reported near-miss, never blended in.
- Drafted outreach is a first pass in your agency's voice — you polish and send from your own inbox. Nothing is ever sent for you.
Your first list is minutes away.