Conceptbox Lead Finder
A production internal sales-operations automation that discovers local business opportunities, checks what is publicly verifiable and keeps every outreach decision in human hands.
The Challenge
Finding genuinely relevant local businesses meant moving between directories, Companies House, search results, website checks and a CRM — then manually deciding whether a business was worth approaching.
The brief was to turn that fragmented research into one controlled workflow without automating judgement, inventing contact details or sending unsolicited messages behind the operator's back.
The Workflow
A campaign starts with a sector, location and radius. The system collects candidates, checks trading status, searches for an official website, audits observable issues and records the evidence behind each score.
Only after review can an approved lead move to HubSpot or produce a route-specific draft for email, telephone or post.
Safeguards Built In
Responsible automation was part of the architecture, not a disclaimer added at the end. Suppressed companies cannot be approved or drafted. Generic business contact details must be publicly sourced, and every draft remains editable and unsent until a person acts.
Verified Result
The complete acceptance path has been tested: campaign processing, public evidence, route-specific postal and telephone drafts, suppression enforcement, budget guardrails and approved-lead HubSpot sync.
The result is a Production V1 research and qualification system that reduces repetitive administration while preserving the decisions that should never be delegated blindly.
What repetitive process is slowing your business down?
We can map it, control it and automate the right parts.