Chapter 13 of 39 · Grow
Pipelines: finding new customers
Automated Pipelines is your prospecting machine. Tell Winston what you sell and where, and he finds up to 15 matching businesses at a time from public map data, looks up who's in charge of each, scores how well each one fits, and drafts a first message. Nothing is ever emailed, texted or called automatically: Winston writes drafts and reminders, and you do the reaching out.
How it works
What you can do here
- Pick your niche from a list (websites, SEO, insurance, cleaning and more) or describe your own
- Search around a city, ZIP or address, or across a whole city, county or state
- See each business's contact details, the person in charge and why Winston picked them
- Edit, approve and send the first message from your own email
- Add good fits to the CRM and set aside the rest
1. Running a search
- 1
Open Automated Pipelines
In the Grow group. The Leads tab opens with Find new businesses at the top.
- 2
Choose what you sell
Pick your niche, such as Websites & Google listings, Paid ads, Bookkeeping & tax or Life insurance & IUL for owners. Choose Something else to describe it yourself. Winston uses this to judge each business and write your message.
- 3
Choose where
Around a location draws a circle around a city, ZIP code or address. A whole region covers everything inside a city, county or state.
- 4
Press Find businesses
Winston finds up to 15 new businesses, looks up who's in charge, scores each and drafts a first message. It can take a few minutes. Nothing is sent.
2. Reviewing what Winston found
Each business card moves through its own stages: Found, Ready to send, Contacted, Interested, a customer, or Not a fit.
- 1
Read the card
It shows the score, contact details, the Person in charge, where Winston found them and Why Winston picked them.
- 2
Check the email
Each email address gets a check: Takes mail, Risky or Would bounce. Avoid sending to ones that would bounce.
- 3
Edit the first message
Under First message (edit it however you like), change anything that doesn't sound like you.
- 4
Approve and send
Press Approve message, then Open in my email (or Copy message) and send it from your own inbox.
- 5
Record it
Press I sent it. The card moves to Contacted.
- 6
Keep or drop
Press Add to CRM for a good fit, or Not a fit to set it aside.
Scores of 80 and above are strong fits. Start with those.
Try it yourself
Doing is the fastest way to learn. Open the tab and try these:
- Run one search for your niche in your own town.
- Edit and approve the first message for your top-scoring business.
Common questions
Will Winston email people without me knowing?
Never. Pipelines only writes drafts and reminders. You send every message yourself.
Where do the businesses come from?
Free public map data (OpenStreetMap), plus each business's own published information.