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Prospect Research Workflow

Input Required​

Before starting, confirm these parameters with the user:

  • Niche: Type of service business (e.g., "cleaning services", "HVAC", "med spa", "restoration")
  • Location: City and state (e.g., "Spokane, WA")
  • Quantity: Number of prospects to research (recommend 20-30 per batch)

Phase 1: Discovery​

  1. Search Google Maps for "[niche] in [location]"
  2. Collect the top businesses based on visibility and reviews
  3. For each business, capture:
    • Business name
    • Phone number
    • Website URL
    • Address
    • Owner/manager name (if visible)
// turbo - create output directory
mkdir -p /outputs/prospects

Phase 2: Website Analysis​

For each business website, analyze and document:

Technical Assessment​

  • Page load speed (fast/medium/slow)
  • Mobile responsive (yes/no)
  • SSL certificate present (yes/no)
  • Last updated indicators (recent/outdated/unknown)

Lead Capture Assessment​

  • Has contact form (yes/no)
  • Has online booking/scheduling (yes/no)
  • Has chat widget (yes/no)
  • Has lead magnet or email capture (yes/no)
  • Has clear CTA above the fold (yes/no)

Content Assessment​

  • Has blog (yes/no, last post date if yes)
  • Has testimonials/reviews displayed (yes/no)
  • Has service pages with detail (yes/no)
  • Has about/team page (yes/no)

Capture a screenshot of each homepage for Loom reference.

Phase 3: Social Media Analysis​

Check Facebook and Instagram for each business:

Facebook​

  • Page URL (or "not found")
  • Follower count
  • Last post date
  • Posting frequency (daily/weekly/monthly/dormant)
  • Reviews enabled and count

Instagram​

  • Profile URL (or "not found")
  • Follower count
  • Last post date
  • Posting frequency
  • Content quality (professional/amateur/none)

Phase 4: Review Analysis​

Check Google Business Profile:

  • Star rating (1-5)
  • Total review count
  • Owner response rate (responds to most/some/none)
  • Recent review sentiment (positive/mixed/negative)

Phase 5: Gap Scoring​

Calculate a Gap Score (0-100) based on missing elements that OMG Xperience can solve:

Missing ElementPoints
No online booking+20
No chat widget+15
No lead capture form+15
No email capture/lead magnet+10
Slow/outdated website+15
Dormant social media (<1 post/month)+10
Low Google review response rate+10
No clear CTA on homepage+5

Tier Assignment​

  • A-Tier (70-100): High priority - multiple gaps, likely to benefit significantly
  • B-Tier (40-69): Medium priority - some gaps, potential fit
  • C-Tier (0-39): Low priority - already has many systems in place

Phase 6: Loom Brief Generation​

For each A-Tier and B-Tier prospect, generate a Loom Brief following StoryBrand principles:

## Loom Brief: [Business Name]

**Hook**: [Something specific about their business - recent post, promotion, or service they emphasize]

**The Problem They're Facing** (empathy first):
- External: [What's visibly broken - no booking, slow site, etc.]
- Internal: [How this likely makes them feel - overwhelmed, frustrated, leaving money on table]
- Stakes: [What they're losing by not fixing this]

**3 Gaps to Mention**:
1. [Specific gap #1 with impact statement]
2. [Specific gap #2 with impact statement]
3. [Specific gap #3 with impact statement]

**The Plan** (simple 3 steps):
1. We audit your current setup
2. We build the automation
3. You capture more leads without extra work

**Success Picture**:
[What their business looks like after - more leads, less manual work, etc.]

**Screenshot Reference**: [Path to homepage screenshot]

Phase 7: CSV Output​

Generate a CSV file with the following columns:

business_name,first_name,last_name,phone,email,website,address,facebook_url,instagram_url,google_rating,review_count,gap_score,tier,has_booking,has_chat,has_lead_capture,social_presence,loom_brief,screenshot_path,loom_video_url,notes

Save to: /outputs/prospects/[niche]-[location]-[date].csv

Phase 8: Summary Report​

Create a summary markdown file:

# Prospect Research Summary

**Niche**: [niche]
**Location**: [location]
**Date**: [date]
**Total Researched**: [count]

## Tier Breakdown
- A-Tier: [count] prospects
- B-Tier: [count] prospects
- C-Tier: [count] prospects

## Top 5 Prospects (Recommended for Immediate Outreach)
1. [Business] - Score: [X] - Key gaps: [summary]
2. [Business] - Score: [X] - Key gaps: [summary]
3. [Business] - Score: [X] - Key gaps: [summary]
4. [Business] - Score: [X] - Key gaps: [summary]
5. [Business] - Score: [X] - Key gaps: [summary]

## Common Gaps Identified
- [Gap 1]: [X]% of businesses
- [Gap 2]: [X]% of businesses
- [Gap 3]: [X]% of businesses

## Files Generated
- CSV: `/outputs/prospects/[filename].csv`
- Screenshots: `/outputs/prospects/screenshots/`
- This report: `/outputs/prospects/[filename]-summary.md`

Usage Notes​

  • Run this workflow in Planning Mode for best results
  • Browser allowlist should include: Google Maps, Google Search, Facebook, Instagram, Yelp
  • Expect 2-3 minutes per prospect for thorough analysis
  • Review A-Tier prospects before recording Looms to catch any errors