Choose a service niche
Start with a category where you understand the enquiries, bookings, and follow-up work.
Find businesses with workflows you can improve.
Research service businesses in your chosen market, explore their websites, and identify prospects for your automation services.
A PRACTICAL WORKFLOWFrom a market
From a market
to a shortlist.
Explore the customer journey
Visit business websites to review forms, booking options, and public contact channels.
Validate the need
Use your research to prepare questions about the business workflow. A listing alone cannot tell you which systems they use.
SEARCH IDEASChoose a niche.
Choose a niche.
Explore the possibilities.
Search by business category and location, then review each profile and website to assess the opportunity. These are research ideas, not automated qualification filters.
Clinics with enquiry forms to reviewProperty agencies handling viewing requestsService businesses taking appointment enquiriesWHAT TO LOOK FORBring your expertise.
Bring your expertise.
Ask better questions.
Public websites reveal how customers start a conversation. They don’t reveal the systems behind it. Use the visible journey to prepare informed discovery questions.
Research the journey before proposing an automation.
Contact entry points
Review appointment requests, quote forms, phone numbers, and other public enquiry channels.
Workflow questions
Prepare questions about routing enquiries, appointment reminders, and follow-up instead of assuming those processes are manual.
Service fit
Choose businesses in categories where you understand the workflow and can explain the improvement you would help them validate.
WHAT YOU TAKE AWAY
A discovery shortlist and practical questions about the business processes your agency could support.
Find your next client.
Start with your market.
Research service businesses in your chosen market, explore their websites, and identify prospects for your automation services.
Join the waitlist