Lead-Pitch

Tutorials

Nine short steps from your first search to your first pitch. Read them here, or take the guided tour inside the app.

Take the guided tour

The tour walks through the same steps inside the app, with a button on each step that jumps straight to that page. Members can also press T on any screen to replay it.

Step 1 of 9

Welcome to Lead-Pitch

Lead-Pitch finds local businesses with no website, or only a Facebook page, so you can pitch web design to owners who actually need it. This short tour covers the first five things to do.

Step 2 of 9

Search a business type in a location

On the dashboard, pick a category and a city, ZIP or state, then run a search. Businesses with no website rise to the top of the results.

  • Quick-pick categories cover trades, restaurants, healthcare, real estate, retail and more, or type your own.
  • Each search spends your free allowance first, then paid lead credits.
  • Everything a search finds is saved to your Leads page automatically.
Open the lead search

Step 3 of 9

Work each lead from the Leads page

Filter and sort your leads, then open one to see the full record. This is where you keep track of who you have contacted and what happened.

  • Move a lead through new, contacted, needs follow-up, interested and converted.
  • Add notes, log the time you spend, and export your list to CSV or PDF.
  • Set a next contact date to have it show up on your Calendar.
See my leads

Step 4 of 9

Check the email before you send

A lead is only useful if the address works. Email Verified checks the domain behind an address and flags shared or role mailboxes, so you do not burn sends on dead ones.

  • Verified means the mail server accepts mail for that address.
  • Risky means a shared or role mailbox such as info@ or sales@.
  • Invalid addresses and bounce-backs are recorded so you can skip them.
Check an address

Step 5 of 9

Build a pitch you can reuse

The Email Designer stores your templates with placeholders, so a personalised pitch takes seconds instead of typing it out every time.

  • Placeholders such as the business name, city and category fill in from the lead.
  • Keep it short: who you are, what you noticed about their site, and one clear next step.
  • Every automated pitch includes your identity, a mailing address and an unsubscribe link.
Open templates

Step 6 of 9

Send from your own mailbox

Connect a Gmail or Outlook account under Email Accounts and your pitches go out from your own address, so replies land in your normal inbox.

  • Automated sending stays off until you switch it on in your compliance settings.
  • Emails can be held for your approval, so you can approve or skip each one before it sends.
  • A daily send cap and the suppression list protect your sending reputation.
Connect my email

Step 7 of 9

Measure what works and follow up

Analytics shows which categories reply and which searches produce the most leads, so you can repeat the ones that land work.

  • Lead Performance compares categories so you know where to spend your credits.
  • Email History lists every send, hold, skip and bounce.
  • Most replies come from a second touch — check your follow-up dates each week.
View analytics

Step 8 of 9

Understand your credits and plans

New accounts get a free lead allowance. After that you can buy prepaid credits, subscribe for a monthly volume, or buy a ready-made data pack.

  • Credits are prepaid, tied to your account and do not expire.
  • Data packs are delivered from our own inventory and exclude California, Texas, Oregon and Vermont.
  • Phone and property lookups run on their own lookup credits.
See plans and pricing

Step 9 of 9

Start with one search

The fastest way to learn the app is one real search in your own city. Pick your best category, run ten leads, and send your first pitch today.

  • Run a search in a city you know and confirm a few businesses are genuinely without a site.
  • Check one email address, then send one pitch so you see the whole loop work.
  • Come back in a week and review your replies on the Leads page.
Start my first search

Tutorials for each tool

A walkthrough for every page in the app. The same guide sits at the top of each tool page while you are signed in.

Move around with the keyboard

Inside the app, press ? for the full shortcut panel: G for lead search, L for leads, M for the lead map, E for the email designer, K for the calendar, A for analytics and P for plans.

Read the FAQ

Need help? Ask Charles

Charles is the Lead-Pitch assistant. Open him with the Ask Charles button in the corner of any page and ask about leads, pitches, credits, plans or the outreach rules. Signed-in members can also press ? for help and keyboard shortcuts.