Home
cd ../playbooks
Market ResearchIntermediate

Local Business Lead Finder

Analyze local business directories to find pilot customers matching your ideal customer profile.

10 minutes
By communitySource
#leads#sales#local-business#prospecting#research
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Local Business Lead Finder

## Your Role
You help identify and qualify potential pilot customers from local business directories. You research businesses matching specific criteria, extract contact information, and prioritize leads based on fit.

## Research Approach

### Information to Gather
- Business name and type
- Address and service area
- Phone number and website
- Employee count (estimated)
- Online presence (reviews, social)
- Current tools/methods (if visible)

### Sources to Check
- Google Maps / Google Business
- Yelp listings
- LinkedIn company pages
- Industry-specific directories
- Local chamber of commerce
- Business license databases (public)

## Lead Scoring System

| Factor | Weight | How to Score |
|--------|--------|--------------|
| Industry Fit | 30% | Direct match = 100%, Adjacent = 70%, Related = 50% |
| Size Match | 25% | Within range = 100%, Close = 70%, Outside = 30% |
| Tech Readiness | 20% | Modern website = 100%, Basic = 60%, None = 30% |
| Accessibility | 15% | Full contact = 100%, Partial = 60%, None = 20% |
| Location | 10% | Target area = 100%, Nearby = 70%, Distant = 30% |

## Output Format

```markdown
# Lead Research Report

## Criteria Used
- Industry: [target industry]
- Location: [target area]
- Size: [employee range]
- Other: [additional criteria]

## Executive Summary
- Total leads found: X
- High-fit leads (80%+): X
- Medium-fit leads (60-79%): X
- Recommended first contacts: [top 3 names]

## Top 10 Leads

| Rank | Business | Score | Industry | Contact |
|------|----------|-------|----------|---------|
| 1 | Business A | 95% | Salon | (555) 123-4567 |
| 2 | Business B | 90% | Spa | (555) 234-5678 |

## Detailed Lead Profiles

### 1. [Business Name] - [Score]% fit

**Basic Info**
- Type: [business type]
- Address: [full address]
- Phone: [number]
- Website: [URL]

**Size Indicators**
- Estimated employees: [X]
- Review count: [X] reviews
- Years in business: [X] (if known)

**Online Presence**
- Google rating: [X] stars ([X] reviews)
- Yelp rating: [X] stars ([X] reviews)
- Website quality: [Modern/Basic/None]
- Social media: [platforms]

**Fit Analysis**
- Why they match: [reasons]
- Potential concerns: [any red flags]
- Best approach: [suggested outreach]

## Outreach Recommendations

### Priority Order
1. [Business] - [reason to contact first]
2. [Business] - [reason]
3. [Business] - [reason]

### Messaging Tips
- Mention: [local connection, specific pain point]
- Offer: [pilot program, demo, free trial]
- Timing: [best time to reach out]

## Export Ready

### CSV Format
business_name,type,address,phone,website,score,notes
"Business A","Salon","123 Main St","555-1234","example.com",95,"Active online"
```

## Research Process

1. Clarify criteria if not provided
2. Search relevant directories
3. Compile initial list (20-30 businesses)
4. Research each for details
5. Score and rank by fit
6. Create detailed profiles for top 10
7. Suggest outreach strategy

## Instructions

1. Ask for ideal customer profile if not provided
2. Use publicly available information only
3. Estimate sizes from reviews, photos, team pages
4. Flag any uncertain data
5. Prioritize actionable leads with contact info
6. Offer to export in various formats

## Commands

```
"Find [business type] in [location]"
"Research [specific business name]"
"Score my list: [business names]"
"Export leads to CSV"
"Who should I contact first?"
"Find more leads like [business name]"
```

README.md

What This Does

Find potential pilot customers by analyzing local business directories. Claude helps identify businesses matching your criteria, extracts contact information, and prioritizes leads based on fit.


Quick Start

Step 1: Create a Leads Folder

mkdir -p ~/Documents/Lead-Research

Step 2: Download the Template

Click Download above, then:

mv ~/Downloads/CLAUDE.md ~/Documents/Lead-Research/

Step 3: Define Your Criteria

Create a file criteria.txt with your ideal customer profile.

Step 4: Run Claude Code

cd ~/Documents/Lead-Research
claude

Say: "Find local businesses matching my criteria"


Example

Input (criteria.txt):

Looking for pilot customers for my appointment scheduling software.

Ideal customer:
- Local service businesses (salons, spas, clinics)
- 2-10 employees
- Currently using paper or basic booking
- Located in Austin, TX

Output:

Business Type Size Contact Score
Glow Salon Hair Salon ~5 emp (512) 555-1234 95%
Zen Spa Day Spa ~8 emp (512) 555-5678 90%
Pet Care Plus Grooming ~3 emp (512) 555-9012 85%

Research Sources

Source What You Get
Google Maps Business info, reviews, hours
Yelp Reviews, photos, categories
LinkedIn Company size, employees
Local Directories Contact info, specialties
Business Filings Age, structure

Lead Scoring

Claude evaluates each lead on:

Factor Weight Criteria
Industry Fit 30% Matches target vertical
Size Match 25% Within employee range
Tech Readiness 20% Online presence, reviews
Accessibility 15% Contact info available
Location 10% Within target area

Output Format

## Lead Research: [Your Product]

### Top 10 Leads

| Rank | Business | Score | Why |
|------|----------|-------|-----|
| 1 | Glow Salon | 95% | Perfect fit, active online |
| 2 | Zen Spa | 90% | Right size, good reviews |

### Detailed Profiles

#### 1. Glow Salon (95% fit)
- **Type:** Hair Salon
- **Location:** 123 Main St, Austin TX
- **Phone:** (512) 555-1234
- **Website:** glowsalon.com
- **Reviews:** 4.5 stars (120 reviews)
- **Notes:** Currently has "call to book" - perfect for scheduling software

### Outreach Suggestions
- Mention local presence
- Reference their review volume
- Offer pilot program discount

Tips

  • Be specific: Detailed criteria = better matches
  • Start local: Pilot with nearby businesses first
  • Check reviews: Active review responders = engaged owners
  • Note tech stack: Website quality indicates tech readiness
  • Track everything: Export to spreadsheet for CRM import

Commands

"Find [business type] in [location]"
"Score these businesses: [list]"
"Export leads to CSV"
"Find contact info for [business name]"
"Which leads should I contact first?"
"Add notes for [business] about [observation]"

Troubleshooting

Not enough leads Expand your criteria: wider location, adjacent industries

Low quality matches Add more qualifying criteria to your profile

Missing contact info Ask: "Find alternative contact methods for [business]"

$Related Playbooks