Bookkeeping · Houston, United States · Find new customers

Meeting every new business in its first week

Lauren runs a one-woman bookkeeping practice in Houston. Her clients are independent shops, cafes and studios.

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The challenge

New clients come only through referrals, and referrals have dried up. Every new business needs a bookkeeper in its first month. But by the time Lauren hears about one, its owner has signed with a big firm downtown.

How the flow works

With xMap Flows, Lauren built Ledger. Ledger is an AI employee: a flow of 7 blocks.

  1. Every Monday at seven,

    Mondays at 7 (Schedule)

  2. across the Heights and Montrose,

    The Heights and Montrose (Area of interest)

  3. Ledger finds the shops, cafes and studios that opened this month,

    Opened this month (Nearby places)

  4. keeps the independents,

    Independents only (Filter)

  5. scores which ones need a bookkeeper most,

    Who needs her most (xMap LLM)

  6. keeps the best eight,

    The best eight (Sort and limit)

  7. and emails Lauren the list, with a note drafted for each.

    The list in her inbox (Gmail)

What it solves

The result

On Monday, Ledger finds twenty-one new businesses, and the best eight are in her inbox with their phone numbers. Lauren calls them over coffee and visits three that afternoon. Two sign before their first month is out.

Lauren stopped waiting for referrals. She meets new owners in their first week.

21new businesses this week
8best fits, called by ten
2new clients a week

An illustrative scenario: the figures are modelled to show what the flow produces, not a customer's results.

The flow, block by block

  1. 1

    Mondays at 7

    Schedule

    Starts the flow on a timetable.

  2. 2

    The Heights and Montrose

    Area of interest

    Sets where the flow looks: countries, cities or specific places, or areas you draw on a map.

  3. 3

    Opened this month

    Nearby places

    Places around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.

  4. 4

    Independents only

    Filter

    Keeps only the items that match a rule.

  5. 5

    Who needs her most

    xMap LLM

    Tell the AI what to do in plain words.

  6. 6

    The best eight

    Sort and limit

    Puts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.

  7. 7

    The list in her inbox

    Gmail

    Email service by Google

Templates to build it

Ready-made flows with the same blocks. Open one, change the city and the kind of place, and run it.

Industries

Learn how it works

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