Local service agency lead pipeline (anonymized)

A 4-person agency selling websites to home-service businesses needed one desk instead of Maps CSVs plus a separate sender.

This is an anonymized workflow example—not a named customer case study. Results vary by niche, offer, and compliance practices.

Scenario

They targeted one region per week (HVAC, then plumbing), filtered for phone availability, and prioritized owners who answer WhatsApp.

Approach

  • Ran category hunts with location filters
  • Exported nothing—worked leads inside My Leads
  • Sent WhatsApp intro templates, then email follow-up to non-responders with sequence stops

Outcomes (illustrative)

  • Faster list turnaround vs manual Maps cleaning
  • Fewer duplicate touches thanks to history filters
  • Clearer handoff between WhatsApp and email channels

Related pages

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