Young independent businesses for tax season
Young independent businesses graded as tax clients, in a sheet before tax season.
What it does
Every month before tax season: independent shops, salons and restaurants that opened in the last year in your city, graded by Jev as clients for bookkeeping and tax filing, the best 50 added to a Google Sheet for the outreach team.
In one sentence: Monthly on the 1st at 08:00, in Toronto, find restaurants, clothing stores and 2 more in the area, keep only new ones, decide with Jev, sort them by client_score and keep the top 50, then add row in Google Sheets and email the list to you.
Why it is useful
First-year businesses rarely have an accountant and almost all of them need one for their first return. Reaching them a month before the deadline turns into clients who stay for years.
Who it is for
Law, accounting & professional services. Law firms, accountants, notaries, translators and consultancies winning clients, choosing offices and serving them on time. Every use case for law & professional services
Best use cases
- An accounting firm
- A bookkeeping service
- A tax filing app
What each run gives you
- A Google Sheet for outreach
The time it saves
Monthly on the 1st at 08:00. Doing the same work by hand takes about 180 minutes each time; it runs about 1 time a month, so it saves about 3 hours a month (an estimate). It is medium: 8 blocks.
The flow, block by block
- On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
- My cityWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
- Independents opened in the last yearxMap data · Nearby placesPlaces 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.
- Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
- Grade them with JevxMap AI · Jev decisionAsks TypeSafe’s Jev model one typed question about each place: yes or no, pick one of your options, or a score on your levels.
- Best 50 firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
- Add them to the outreach sheetApp · Google SheetsCreate, edit, and collaborate on spreadsheets online
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- What xMap remembers about your company: Your city, industry and what you sell, filled in for you and always yours to change.
- Ask the map a question: How many of a kind of place, how many people for each, and where the gaps are, answered on the spot.
- Browser agent (web automation): An AI that works a website through a real browser: searches, filters, clicks through and reads.
- How to collect a list from a website that has no export: A directory, portal or catalogue read for you every week, with only the new entries sent on.
- Location intelligence: Using where things are, and what is around them, to make business decisions.
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