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Full walkthrough: How to find clients in three steps – Filter Option, Export Option, Add List To AR, Advanced Search

In this tutorial, I will show you the full walkthrough on how to find clients using the options available in ClientFinda, the filter, export, add a list to AR, and the advanced search options.

Let’s begin by creating a project first,

To create a project, you need to login to ClientFinda App

 

Click on Add New Project

On the next screen, Enter the name of your project

The AI shows up asking for the name of your business, describe the service you offer, enter the value of your service, select the niche and city you serve

Once you’re with the details, ClientFinda will generate leads for you automatically

And here is the leads generated using the niche I selected

At this point, you can filter the leads based on the service you offer

Filter: There are quite a lot of filters in ClientFinda, e.g. Email, Website, Phone Number, Address, Uses Shopify, Mobile Friendly, SEO Schema, Uses WordPress, Google Claimed Map, Instagram Account, Twitter Account, Facebook Account, Linkedin Account, Google Pixel, Facebook Pixel, Criteo Pixel, Google Analytics, LinkedIn Analytics, Google Ads, Yelp Ads, Facebook Ads, Instagram Ads, Messenger Ads.

So let’s say, for instance, you offer SEO services to businesses and you only want to get leads for that purpose. Then you might want to filter the leads to include those that have a mobile-friendly website built on WordPress but without SEO Schema.

Note: Too many filters reduces the number of leads

To add a filter, Click on Filter as seen in the screenshot below:

After filtering the leads, I will add them to the list of my leads.

Once you add the leads to your account then you will be able to export them as a CSV file

To export the leads click on My Leads

And we can also add the leads to our preferred autoresponder from inside ClientFinda

In the next tutorial, I will walk you through how to integrate your preferred autoresponder in ClientFinda.

 

Updated on July 23, 2021

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