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Setup Guide
Lead Finder
Find new potential customers in your area — complete with contact info, ratings, and outreach templates ready to go.
Estimated Setup Time
10–15 minutes
What You Get
Scored list of local leads
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Outreach
Pre-written templates included

What You'll Need Before We Start

  • A clear idea of who your target customer is (e.g., "restaurants," "law firms," "dental offices")
  • The city or region you want to target (can be multiple cities)
  • A short description of what you offer and why businesses should choose you
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Not sure who to target? Think about your best current customers — what type of business are they? That's a great starting point. You can always run multiple searches for different industries.

Step-by-Step Setup

1

Set Your Target Industry and City

Log into your bizbot admin dashboard and navigate to the Lead Finder section. Tell the tool exactly what kind of businesses you're looking for.

  • Enter your target industry (e.g., "plumbing companies," "real estate agents," "auto repair shops")
  • Enter your target city and state (e.g., "Dallas, TX" or "Denver, CO")
  • Set a radius if you want to expand beyond the city center (e.g., 25 miles)
  • Optionally filter by business size or number of Google reviews
📸 Screenshot of the bizbot Lead Finder search screen with industry and city fields filled in
2

Run Your First Search

Click "Find Leads" and let bizbot do the work. Within a minute or two, you'll see a list of matching businesses with their info pulled in automatically.

  • Each result shows the business name, address, phone number, website, and Google rating
  • You'll also see how many Google reviews they have
  • A quality score is calculated for each lead (see the scoring guide below)
  • Results can be sorted by score, rating, or review count
📸 Screenshot of the Lead Finder results page showing a list of businesses with their scores and contact info
3

Understand the Lead Scoring

Every lead gets a color-coded score so you know at a glance which ones to reach out to first. The score is based on factors like review count, star rating, and whether they have a website.

Green — Great

Strong online presence, good reviews. High chance they invest in their business and may want your services.

Yellow — OK

Decent but not outstanding. Worth reaching out to — often these businesses are looking to grow.

Red — Weak

Low review count or poor ratings. Harder to sell to, but some may be a good fit depending on your offer.

Pro tip: Don't ignore Yellow leads. A business with 20 reviews and a 4.2 rating is often more motivated to improve than one already sitting at 4.8 stars.
4

Save Your Best Leads

Check the box next to any leads you want to contact, then click "Save to My Leads." This adds them to your personal lead list where you can track your outreach.

  • Start by saving 10–20 of your best (Green) leads
  • You can add notes to each lead (e.g., "Called, no answer," or "Interested — follow up Friday")
  • Saved leads stay in your list until you mark them as closed or remove them
📸 Screenshot of the "Save to My Leads" action with leads selected and the save button highlighted
5

Use Outreach Templates to Contact Leads

bizbot includes pre-written email and phone scripts you can use right away. Just fill in a few blanks and you're ready to reach out.

Sample Email Template — Outreach

Subject: Quick question about [Business Name]

Hi [Owner's Name],

I came across [Business Name] and was impressed by what you've built. I work with businesses like yours in [City] to [Your Value Prop — e.g., "automate their customer follow-up and get more Google reviews"].

Would you have 10 minutes this week for a quick call? No pressure — just want to see if it might be a fit.

Best,
[Your Name]

  • Fill in the highlighted placeholders with the specific business's info
  • Send from your regular email — a personal touch outperforms bulk blasts
  • bizbot also includes a cold call script if you prefer to call instead
6

Track Your Responses

As you reach out, update each lead's status in your saved leads list. This keeps you organized and makes follow-ups effortless.

  • Statuses: New → Contacted → Responded → Meeting Booked → Closed / Not Interested
  • Add a follow-up date to any lead so it shows up in your reminders
  • Run a fresh search anytime to find new leads — the tool pulls updated data each time
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Consistency is key. Most sales happen on the 4th or 5th follow-up. Use the tracking notes to remember where you left off with each lead.

What Happens After Setup

Day 1

Run your first search and save your best leads. Send your first round of outreach emails or make a few calls using the templates.

Week 1

Follow up with anyone who didn't respond. Update lead statuses as replies come in. Run a second search in a neighboring city or different industry if you want more leads.

Ongoing

Run new searches weekly or monthly to keep your pipeline fresh. The tool always pulls current data, so you'll spot new businesses that just opened or recently improved their profile.

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