Client Prospecting

If $ARGUMENTS is empty or vague, ask Simon:

1. What industry or type of business should we target?
2. Which service — ERP, custom software, automation, or open?
3. Any specific location beyond Kampala?
4. Any companies he already has in mind to research?

Step 2 — Search for Leads

Use web search to find matching companies. Run searches like:

• "[industry] companies Kampala Uganda"
• "[industry] Uganda 2024 top companies"
• "[industry] Uganda LinkedIn"
• "[company type] Uganda contact"

For each promising result, look for:

• Company name and website
• What they do and approximate size
• LinkedIn presence or key people
• Phone number or email (website contact page, LinkedIn)
• Signs they need the service (e.g. no online presence → needs website; complex ops → needs ERP)

Aim for 8–12 raw candidates, then filter to the top 5–7.

Step 3 — Score and Filter

For each candidate, score fit (1–3):

Keep only leads scoring 3+. If fewer than 5 qualify, broaden the search.

Step 4 — Build the Lead Shortlist

Output a table:

For each lead, add a short Research note (1–2 sentences on what you found about their current tech/ops situation).

Step 5 — Write Outreach Messages

For the top 3 leads, write a WhatsApp or email outreach message.

Rules:

• Short — under 100 words
• Reference something specific about their business (shows research)
• Lead with a relevant pain point or outcome, not a service pitch
• End with a soft CTA: a question or a request for a short call
• Tone: professional but warm — Simon is local, not a foreign vendor

Use the template from examples/outreach-templates.md.

Step 6 — Save and Create Tasks

1. Save the full shortlist to: pipeline/client-acquisition/leads/[YYYY-MM-DD]-[industry-slug].md

2. For each top 3 lead, create a Google Task via gws:

   python3 /Users/kazoobasimon/Claude/Zoe/credentials/gws_auth.py
   # then use gws tasks create "Follow up with [Company] re ERP" --due [3 days from now]
   

3. Tell Simon: here are your leads, here are your messages, tasks are created.

Output Format

## Lead Shortlist — [Industry] — [Date]

[Table of leads]

---

### Top 3 — Ready to Contact

**1. [Company Name]**
- Research note: [what you found]
- Outreach message:
  > [message text]

**2. ...**
**3. ...**

---

Tasks created in Google Tasks: ✓
Saved to: pipeline/client-acquisition/leads/[file]