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How to use Lead Intel

The short version: The system finds businesses that might want what you sell, helps you send them a friendly personal message, reminds you when to follow up, and helps you turn interest into a sale — or a booked meeting. Most days, you just open the Work Queue and do what it suggests.

Step-by-Step Guide

1

Choose what you sell

Page: Product Menu

A "product" in the system is the thing you are selling. Everything you do—your searches, your messages, your tracked replies—belongs to one specific product.

What you do Tell the system what your product is and who it helps.
What happens The system builds all your future searches and drafts every message around this exact offering.
Tip: If you run multiple businesses or sell completely different services, you can create multiple products and switch between them with one click.
2

Find new customers

Page: Discovery Jobs

This is how you find businesses that might need what you sell. You can search across multiple social platforms and maps at the same time.

What you do Type who you are looking for (like "estate agents" or "plumbers") and press Run.
What happens The system scans the web, finds real businesses, and gathers their public contact details.
Tip: You always see the estimated cost before you press Run, so there are no surprises. You can also put searches on a schedule to keep your list full automatically.
3

Look through the people it found

Page: Leads

All the businesses the system found are gathered here. You can click on anyone to see their full profile and conversation history.

What you do Review your new list of potential customers.
What happens The system gives everyone a score out of 100 based on how well they match what you sell.
Tip: Start with the highest scores. You can quickly see where people are in the process using simple status labels like "new", "contacted", "replied", or "booked".
4

See what to do today

Page: Work Queue

You don't need to guess who to contact next. The system writes a daily to-do list for you.

What you do Open this page every morning.
What happens It tells you exactly who to reach out to for the first time, and who needs a follow-up reminder.
Tip: When someone replies to your message, they show up in your Work Queue automatically, so nobody falls through the cracks.
5

Decide what to say

Page: Campaigns

A campaign is your outreach plan: who you want to talk to, which channel you want to use, and what angle you want to take.

What you do Choose your channel (WhatsApp, SMS, or email) and review the messages.
What happens The system drafts a personal, friendly message for each person based on their profile.
Tip: You can edit every draft before sending it. Make sure it sounds like you and fits your tone.
6

Keep track of conversations

Page: Outreach Log

When you talk to many people at once, it is easy to lose track. This page acts as your master record.

What you do Read replies and send messages directly from the log.
What happens Every single message you send, and every reply you get, is saved in one continuous timeline.
Tip: You can quickly review the whole conversation history right before you send a follow-up.
7

Turn interest into meetings

Page: Bookings

When someone is interested, you want to make it as easy as possible for them to take the next step.

What you do Send a personal booking link to the customer.
What happens They click the link and pick a time that works for them without any back-and-forth messaging.
Tip: You can manage everything here—you can easily reschedule in two clicks or paste a meeting link (like Zoom or Meet) and send it directly.
8

See how it's going

Page: Dashboard & Funnel

This is your high-level view of how well your outreach is working.

What you do Check the numbers to see how many people are moving through your process.
What happens You can see the full journey: how many were found, contacted, replied, booked, and finally converted to a sale.
Tip: Use this data to see where people get stuck. If you have lots of replies but few bookings, you might need to adjust how you ask for a meeting.
9

Set it up once

Page: Settings

Before you send your first message, you need to tell the system how to send it.

What you do Connect your email sender and text message provider.
What happens The system securely saves these connections and uses them to send your messages.
Tip: You only have to do this once during your first setup. After that, you rarely need to visit this page.

The Daily Routine

Most days, you don't need to look at every screen. Just follow this simple flow: