Find Prospects
Verify a starter list, then expand as you learn what a good fit looks like.
Why this matters
A missing site, low rating, or unanswered call suggests a question to investigate. It does not prove lost revenue, budget, or a need for your package. Prepare a relevant conversation, then qualify with the owner.
Before you begin
- One niche/area and defined package.
- A tracker and appropriate intended outreach channel.
Finish with this
Five verified prospects with observations, contact routes, status, and next actions. Expand toward fifty if useful.
Use the checks below to record actual work. They do not certify third-party approval or client results.
Do this and verify
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Check an item after you do it or document why that channel is outside your agreed scope. Reading a phase does not complete it.
Matching tools
Use these to prepare drafts and estimates. Complete actual configuration in the correct HighLevel location.
Find Local Businesses
Enter an industry and city. Search returns up to 20 Google Maps listings, prioritized by missing websites, rating, and review count. Verify each listing and contact detail before outreach.
Instructions and examples
Your first prospect tracker
| Field | Example |
|---|---|
| Business / niche / area | Example Grooming / pet grooming / Dallas |
| Source / checked date | Current website or listing / [date] |
| Observation / question | Booking is not obvious. Ask how after-hours requests are handled. |
| Contact / channel | Verified contact; appropriate manual channel |
| Status | Researched → contacted → replied → demo → proposal → won/lost; or do not contact |
| Last touch / next action | Date, summary, agreed follow-up, or stop |
If importing into HighLevel, use your outreach location, map fields, preview, and deduplicate. A prospect record is not a consent record. Keep outreach separate from clients' customer data.
Businesses in a directory or prospecting tool have not automatically agreed to your outreach. The recording's claim that listed contacts have already given permission should not guide your process. Verify the intended channel and consent requirements before enabling automated outreach. A rating is a research signal, not proof of a missed-call problem.
Continue with the guide Prospector or a manual list. Check Agency View versus location, role, and enabled features. Premium prospecting is optional. A missing menu alone does not mean you need to upgrade.
Common places to get stuck
- Assuming ratings prove a call-answering problem.
- Repeated test calls or pretending to be a customer.
- Treating public numbers as permission for automated texts/AI calls.
Your next action
Review and personalize first outreach in Phase 8.
If blocked, note this phase, account view, location, expected/actual result, and a redacted screenshot. Use your available community/support channel. Menu names can change; confirm the right view before changing a plan.
Written instructions reviewed October 8, 2026. Official links are the reference for current prices and requirements. Older recordings may show different menus or terms.