Software & SaaS
How to find clients for CRM & field-service software
Growing trade businesses juggle quotes, jobs and invoices on paper and WhatsApp. The moment they hire their second team, it breaks.
For CRM, quoting and job-management software for trades and service businesses. Six steps, from the first search to the last follow-up.
- 1
Search Google Maps for these businesses
Run each search in the city you sell to. These are the trades that buy this most.
PlumbersHVAC contractorsElectriciansRoofersLandscapersPest control servicesPool cleanersHandyman services - 2
Keep the ones that are ready to buy
- Highly Rated
- At least 4.7 stars from 25 or more Google reviews.
- Social Only
- Its only home online is a social profile, such as a Facebook page.
Leave out: One-person businesses with very few reviews.
- 3
Open on the right channel
Email or WhatsApp to the owner; one line about quotes that never get followed up.
- 4
Lead with one thing you noticed
- Quotes followed up automatically win more jobs.
- Every job, photo and invoice in one place, on the van.
- Get paid on the day the job is done.
- 5
Send an opener like this one
Opening messageHighlighted parts are filled in for each businessHi contact name, With reviews like business name's, I imagine the phone doesn't stop — and keeping quotes, jobs and invoices straight gets harder every month. We help trade businesses in city run it all from one app on the van. Could a 10-minute walkthrough be useful? Best, sender name
- 6
Follow up twice, then stop
- Day 3: how a similar trade business went from quote to paid invoice in one app.
- Day 7: a free trial with their own jobs imported.
Run it in Leads Ranger
The whole playbook, done for you.
Raptor sweeps Google Maps for the searches above, city-wide, and reads each business's own website for its real email. Every lead lands tagged with the signs from step 2, and your AI agent writes the opener for each one.
Connect Claude or ChatGPT and your assistant reads this playbook as a Skill, so “find me clients” already knows who to look for.
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Free during the open pilot
Run this playbook in your city.
Name the trade and the city. Leads Ranger finds the businesses, reads their websites for real emails and drafts the opener. No credit card.
No credit card required
Free during the open pilot