How LeadX works

Overview

LeadX is a client-acquisition tool for web designers, agencies, and freelancers. You tell it a type of business and a place to look; it pulls real businesses from Google Maps, builds each one a website, and sends the owner a personalized pitch — from a single dashboard.

The work is done by three agents you wire together on the canvas:

Getting Started

New accounts open on a short setup wizard. It's three quick steps, and you can skip it at any point to go straight to the canvas.

• Pick a goal — “Land web-design clients”, “Just get me the leads”, or “Cold outreach”. Your pick pre-wires the canvas — you can change everything later.
• Set who and where — A business type (e.g. “plumber”) and a city (e.g. “Dallas, TX”), plus how many leads you want. On Free the slider caps at 5.
• Confirm & run — You'll see your pipeline and kick off the first Scout run.

Your first free site (Magic Build)

After your first Scout run finds a lead, LeadX offers to build one real sample site for it — free, and built for you, no API key needed. It's the fastest way to see what the Builder produces. This offer is one per account.

Pipeline Canvas

The canvas is the vertical pipeline in the middle of the dashboard: Scout at the top, then Builder, then Outreach flowing down. Click any node to open its configuration panel on the left.

Branching: add destinations

Hover the canvas and a ＋ handle appears on Scout and Builder. Click it to add a destination that branches off that node — Email, SMS, or the Website Builder. Each destination node carries a plan badge in the picker. Hover a branch node for its ⋯ menu to toggle it on/off or remove it.

Running the pipeline

The run controls live in the toolbar above the canvas, not on the nodes themselves:

• Run — Starts the pipeline (the primary button, far right). It turns into Stop while a run is active.
• Schedule — Sets the pipeline to run later or on a repeat — see Scheduling & Logs.
• Test — A small trial run that respects your remaining-leads limit.
• Logs — Slides up a live feed of pipeline events.

Scout & Lead Sources

Scout is where leads come from. Open its config from the Scout node and pick a Lead Source:

• Local Businesses (Google Maps) — Finds local service businesses from Google Maps listings. The default, and the core LeadX use case. Nothing extra needed to find or export these.
• B2B People Finder — Finds people at companies with verified emails and LinkedIn profiles. Filter by job title, seniority, location, industry, email status, and company size.

Local: what Scout captures

For every business it finds, Scout saves the business name, phone, address and city, Google rating and review count, the website URL (or a flag that there is none), and the Google Maps category. You also set a search Radius (city only up to 100 miles) and whether to show a map after the run.

Lead target

The Max leads to collect slider (1–100) sets how many leads this run should pull. If you ask for more than your plan has left, the count turns red and the run is blocked until you lower it or upgrade.

Search Filters

Filters narrow which local businesses Scout keeps. You set one primary filter plus two additional filters. With filters off (or set to None), Scout pulls exactly the number of leads you asked for. The options are:

The Leads Table

The panel on the right lists every lead in the active campaign. Its columns:

• Business — The business name (always visible — can’t be hidden).
• Status — Where the lead sits in the pipeline — an interactive pill you can change inline (see below).
• Phone — Contact number.
• City — Location.
• Category — Google Maps category.
• Rating — Google star rating.
• Reviews — Number of reviews.
• Website — A link to the existing site, or “No site” when the business has none.

The status pipeline

Each lead moves through a status you can set from the pill's dropdown — in the table or in the lead drawer:

Lead → Built → Deployed → Pitched → Replied → Won / Lost

Sorting & columns

Click the Business, Rating, or Reviews header to sort. Sorting cycles in three clicks: descending (▾), ascending (▴), then back to the default order. The eye button opens a menu to show or hide any column except Business.

Export & CRM

• Export CSV — The download button exports the current leads to a CSV file. Free on every plan.
• Connect CRM — The plug button opens an export dialog: push leads to HubSpot with a private-app token, or POST them to your own webhook (optionally HMAC-signed). Salesforce, Pipedrive, Notion, and SuperMailr are marked coming soon.
• Download site — On a deployed lead, the Builder column has a link to the live site and a button to download the built site as a .zip.
• Edit & delete — The pencil button enters edit mode: select rows with the checkboxes, then delete them. The X leaves edit mode.

Click any row (outside edit mode) to open the lead drawer.

The Lead Drawer

Clicking a lead slides in a drawer from the right — the full workspace for one lead. It holds:

• Site preview — A live thumbnail of the built site, with buttons to open it or download the .zip.
• Contact — Phone, email (when known), and website — each clickable.
• Conversation — The thread of messages you sent and replies that came back. SMS replies land here once Twilio is configured; until then it shows an empty “replies will appear here” state.
• Send pitch — Sends the outreach for this lead. It stays disabled until the lead has a built site.

Builder

The Builder generates a website or landing page for a lead using Claude, then deploys it so the lead has a live URL. It builds from the data Scout already collected — the business name, category, location, and more — so each site fits that business.

• Website — Generates and deploys a full multi-section website from the lead’s Google profile.
• Landing Page — Creates a single focused page aimed at conversion.

Outreach

Outreach sends each lead a personalized pitch — sent as you, using the sender identity and templates you set in Settings. Templates take variables like {business_name}, {city}, {url}, {sender_name}, and {payment_link} so every message is tailored.

Three template types ship built in:

• Website Offer — Pitches a new site — pairs naturally with the Builder’s live preview link.
• AI Receptionist — Offers an AI phone agent for businesses that miss calls.
• Review Request — Asks for Google reviews to boost the lead’s local SEO.

Pick a channel in the Outreach node. Email works today over SMTP (any provider — you supply your own host, port, and an app password); Twilio SMS is supported too. You edit the templates and your sender details in Settings.

Settings

Reach Settings from the sidebar. It holds four sections:

• API Keys Pro — Your Anthropic key, used by Claude to write site content. The pipeline gates the Builder until this is set.
• Sender Identity Pro — Your name, business name, reply-to email, an email signature, and a payment link. Outreach goes out as you, not as LeadX — {payment_link} lets owners pay you directly.
• Outreach templates Pro — Edit the Website Offer, AI Receptionist, and Review Request messages — subject and body, per user. Variable chips insert {business_name}, {url}, {city}, {sender_name}, and a live preview renders each template against a sample lead with your signature attached.
• Defaults — A default niche and city to prefill new campaigns.

Plans & Usage

Every plan includes Builder and Outreach — plans differ by volume, not features. Each tier has a monthly lead allowance and an allowance of the harder-to-find “no website” leads.

Monthly prices shown; annual billing is cheaper ($16, $41, and $83 per month respectively). Search filters, including the no-website filter, start on Starter; the B2B People Finder is available on every plan and counts against your lead quota.

How usage counts down

The usage meter in the sidebar shows how many leads you have left and counts down as you pull. LeadX blocks any run that would exceed what's left rather than silently capping it:

• Out of leads — With none left, starting a run shows an upgrade prompt instead of running.
• Run too large — If your requested count is higher than your remaining balance, LeadX asks you to lower it or upgrade.
• Schedule & Test — Scheduled runs and the Test run respect the same remaining-leads limit.

Sidebar & Campaigns

The sidebar

The left sidebar is your workspace nav — Campaigns, Analytics, Settings, and Docs. It collapses to a slim rail when you want more room. Below the nav sits a plan & usage card: your plan badge, a usage bar, how many leads you have left, and an Upgrade button on the Free plan.

Campaigns

Each campaign is an independent pipeline with its own niche, city, filters, lead count, and leads table — listed in the sidebar and along the bottom of the canvas as tabs. A running campaign shows a pulsing indicator dot. Use New campaign to add one, double-click a tab to rename it, and the ×to close it. Campaigns don't share leads, so you can run different niches side by side.

Scheduling, Runs & Logs

Scheduling

The Schedule button in the toolbar opens two options:

• One-time — Runs once on a date you pick. A date is required — the Save button stays disabled until you choose one.
• Recurring — Runs on a repeat — daily, or weekly on the days you check.

Logs & progress

The Logs panel slides up over the canvas with a live feed of pipeline events — searching, leads found, sites building and deploying, pitches sent, and completion. While a run is active a progress bar animates across the top of the canvas; when it finishes you'll see a “Done! Found N leads” card, or a “No leads available” card when the area has no more matching businesses.