Local Gift List Playbook

Every business in your ICP, metro by metro, such as commercial cleaners or IT service providers.

• DiscoLike returns the businesses themselves by type, inside a radius or a region.
• Google Maps fills the gaps. A business with a thin website still has a listing.
• Counts are what we found, never a claim about how many exist.

• DiscoLike
• Google Maps

Anyone already covered comes off the list before any work is done on it.

• Look up every business in HubSpot.
• Customers and open deals stay with their owners, and active sequences are left to finish.
• Anyone who opted out never comes back.

• HubSpot

Claude Code reads each business's own site for what it sells, who buys it, and the area it serves.

• Firecrawl pulls the site, and Claude Code writes down three things:
  • What they sell: the service, in their words
  • Who buys it: offices, clinics, warehouses or restaurants
  • Where: the towns or radius on their service-area page
• The radius comes from the business itself. A plumber may cover 20 miles, a supplier a whole region.
• No site, or no clear service? It gets the area around its address and the usual buyers for its category.

• Firecrawl
• Claude Code

Every business inside that service area, with the ratings and reviews that show who needs help now.

• DiscoLike returns the businesses of each buyer type inside the area.
• Google Maps, through Serper, adds ratings, review counts and the reviews themselves.
• Reviews show need in customers' own words. A complaint about a dirty lobby is a lead for a cleaner.
• A listing with only a few recent reviews is often a new business, and new businesses need nearly everything.

• DiscoLike
• Google Maps
• Serper

Each nearby business is classified, and the three strongest matches are picked with a one-line reason each.

• Jev and OpenRouter classify every nearby business: does it need what this prospect sells, and what is the evidence?
• They classify and score only. Neither one enriches.
• Claude Code picks the three strongest matches and writes one line on each, such as the review that shows the need.
• Every name has to check out on Google. One wrong business ruins the whole list.
• The line that describes the list names what was actually pulled, never a sharper label than the data supports.
• The tier comes from the prospect's fit and the strength of its matches:
  • Tier one: a strong fit with three strong matches
  • Tiers two and three: everyone else who clears the bar
  • Fewer than three strong matches: skipped, and no enrichment credits are spent

• Jev
• OpenRouter
• Claude Code

Owner-run businesses are reached where the owner reads, which is often a role inbox.

• The enrichment waterfall uses IcyPeas, Prospeo, LeadMagic and GetLeads to find the owner or manager.
• Each vendor only sees the contacts the ones before it missed.
• Role inboxes such as info@ and office@ stay in. At an owner-run business, the owner often reads them.

• IcyPeas
• Prospeo
• LeadMagic
• GetLeads

Every email is checked twice before anything sends, role inboxes included.

• MillionVerifier checks every address first, then BounceBan checks every address that passes.
• Role inboxes are held to the same bar as named ones.
• Catch-alls send only if BounceBan marks them deliverable, from their own campaign so their results read separately.
• An enrichment vendor's own check never counts as one of the two.

• MillionVerifier
• BounceBan

The email hands over three real businesses nearby that need what they sell, before it asks for anything.

• Emails in EmailBison follow one shape:
  • The list: three businesses near them, each with the reason it needs them and the phone number from its Google listing
  • Who you are: one line on what you do, so a reader who likes the list can judge the ask
  • The ask: one yes-or-no question
• Leave out the line on who you are, and replies come back asking what you do.
• Two emails in total, no link in the first, and open tracking off.

• EmailBison

A Slack alert, then a call that opens on the three businesses in the email.

• A Slack alert gives the rep the prospect and their three matches.
• The rep calls on Salesfinity:
  • "I sent you three businesses near you that need [service]. Did any of them look right?"
• Local owners often answer their own phone, and the list gives the call a reason.
• Whatever happens on the call is written back to the CRM.

• Slack
• Salesfinity

One short follow-up email, then the prospect rests until new matches appear.

• One follow-up in EmailBison, on the same thread.
• New businesses open and new reviews land, so the matches are checked again next quarter.
• A prospect who replies moves up to tier one.

• EmailBison