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LeadHunter Docs

Quick start

A mechanical fifteen-minute walkthrough that takes you from sign-in to ranked accounts and a first shortlist. This page gets you operational; for the why-behind-each-step framing and the rhythm you’ll settle into after the first run, read How LeadHunter works — before, after, or in parallel.

Before you start

Section titled “Before you start”

You’ll get the most out of the next fifteen minutes if you have these ready:

  • A LeadHunter account at leadhunter.humans2agents.com. Sign up there first if you haven’t.
  • A product you’re selling, with a public website you can paste in and a one-or-two-paragraph description in your head.
  • 2–3 example accounts (their websites) of customers or prospects you’d love to win. These calibrate scoring more than anything else.
  • A starter list of accounts — could be a small CSV from your CRM, a list of bookmarks, or just “I want to find every bike shop in Berlin.”

If you only have the first two, you can still get to ranked accounts in this session — you’ll discover the rest via Google Maps in step 4.

1. Create your first project (2 min)

Section titled “1. Create your first project (2 min)”

A Project holds everything you work on: products, fit criteria, accounts, campaigns, custom fields, saved views, team members. Projects sit inside an Organization (your business or agency). Most users run one project; agencies usually run one per client.

  1. Sign in. You’ll land on Today (empty for now).
  2. Open the project switcher in the top bar and choose Manage projects (or click Create your first project if you have none yet).
  3. Choose New Project. Leave Organization on New organization (named after the project) unless you already have one, give the project a name (e.g. “Acme Outbound”), save.

Everything you do from now on is scoped to whichever project is active in the switcher — accounts, campaigns, statistics, custom fields, the lot.

2. Add a Product (3 min)

Section titled “2. Add a Product (3 min)”

A Product is what you’re selling. Its description, website, and example URLs feed the AI’s scoring.

  1. Go to Settings → Products and add a product.
  2. Fill in:
    • Name — e.g. “FleetMate”.
    • Website URL — your product’s public landing page.
    • Description — one or two paragraphs. The clearer the better; the AI uses this to draft the fit criteria and to score accounts. “AI-powered fleet management” won’t fly. “FleetMate is a maintenance scheduling tool for small commercial fleets (5–50 vehicles); we focus on independent garages and last-mile delivery operations in the EU.” is closer.
    • Communication language — default language the AI drafts outreach in. Campaigns can override.
    • Example good URLs and example bad URLs — 2–3 websites of accounts you’d love to win, and 2–3 that look like fits but aren’t. The model anchors heavily on these. Skip them and scores read fuzzy.
  3. Save.

3. Generate the fit criteria (3 min)

Section titled “3. Generate the fit criteria (3 min)”

The fit criteria describe who you want to reach with this product, for one purpose (sales, press, partnership…): name and summary, industries, roles, pain points, company size.

  1. In the product’s Fit criteria section, click Generate fit criteria.
  2. Pick the purpose (start with sales if you sell), add any hints, one per line (“independent shops, not chains”), and click Generate. LeadHunter reads your description and website and drafts the criteria in under a minute.
  3. Open the new line to see the Fit criteria page. Review every part and edit anything that’s off.
  4. Click Approve (or Save and approve if you edited). The product is ready for scoring.

Every later change to the fit criteria is saved as a new version; scores made with an older version get an old criteria badge. See Fit criteria and fit score.

4. Add some accounts (2 min)

Section titled “4. Add some accounts (2 min)”

Three paths — pick whatever fits your starting data:

  • Upload a CSV or XLSX with Accounts → Import. The Map columns step opens already mapped from your column headers, with sample values; fix anything that’s off (Suggest the rest with AI fills columns left on Skip). LeadHunter checks every row against your existing accounts. Try a dry run first for anything over ~50 rows. The result panel links View these N accounts and lets you download any row it skipped.
  • Search on Google Maps with Find new accounts on the Accounts page, using a query like “bike shops in Berlin”. Each result becomes an Account, unless its Google Place ID is already in the project.
  • Look up one business with the Add account button (+) on the Accounts page, then From URL. Paste a Google Maps URL, a website, or a bare domain like acme.com. Quick lookup extracts the basics fast; Deep research (slower, costs more) also extracts decision-maker contacts from team / about pages.

For this first run, aim for a few hundred accounts or fewer. You’ll rank a sample first anyway, so you can check the scores before spending on the whole list.

If any of these came in through Adwords forms, Instagram DMs, referrals, or other inbound channels, set the Acquisition channel on each (shown as Source channel on the account page) — they’ll auto-start at contacted instead of prospect. See Track inbound accounts.

5. Rank them, then shortlist the best (4 min)

Section titled “5. Rank them, then shortlist the best (4 min)”
  1. On Accounts, narrow the list to what you want ranked (or leave it as is) and click Rank.
  2. Pick the Product and the Purpose. The dialog shows Accounts to score, the batches, the model and the Estimated cost. Leave Try a sample first on (50 accounts), keep the prefilled Budget cap (USD), and click Start.
  3. Follow the run under Runs → Ranking; a sample takes a few minutes. Each account ends with:
    • A fit score — 0–10.
    • A fit band — Strong fit (8–10), Good fit (6–8), Weak fit (4–6) or Poor fit (below 4). An account that couldn’t be scored reads Not scored yet.
    • 2–4 reasons, each tagged positive (concrete fit), negative (concrete gap) or neutral (context).
  4. View results opens the accounts best first. Read the reasons — a 9/10 for the wrong reasons is still wrong. If they’re off, edit the fit criteria and rank the sample again; if they look right, rank the rest of the list.
  5. Create a campaign for the accounts you’ll work: Campaigns → New Campaign. The wizard has three steps. In Product, pick the Purpose and the product and name the audience, not the product (“Berlin bike shops Q2”). Fit criteria shows the criteria you approved in step 3. Audience hints is optional; Save and add accounts opens the campaign’s Overview, where you add its accounts. You can also add them from the ranked list: narrow it with Min fit (8+, say) and click Add matching accounts to campaign.
  6. A campaign’s pages are tabs: Overview · Review · Outreach · Board · Settings & costs. On the Review tab, Shortlist the strong ones, mark the misses Not a fit, Defer the maybes. With many accounts, act on a whole score band or the top N at once (Review thousands of accounts).

Every decision you make one account at a time is a calibration signal. Once a product and purpose cross ~10 of them, they start feeding back into the scoring prompt and every later score gets sharper (bulk decisions don’t count). The first campaign is when this matters most — be thorough.

6. Log your first outreach (1 min)

Section titled “6. Log your first outreach (1 min)”

On the campaign’s Review tab, click Start outreach: the campaign’s Outreach inbox opens. Pick a shortlisted account; its conversation, next steps, review decision and board stage are in one panel.

  1. Check the channel the composer proposes.
  2. Mode AI: first message, channel email (or whatever surface you’ll actually send from — channel matters because the funnel attributes replies against it later).
  3. The AI writes three first-touch drafts in the account’s language. Pick one with Use this and edit until it reads right.
  4. Send through your own email client / LinkedIn / IG / WhatsApp.
  5. Click Log message in LeadHunter — the message is recorded, outreach_status flips to sent, the account’s status advances prospect → contacted, and the funnel counts the account as initiated.

When a reply comes back, paste it in Log inbound reply and click Log reply. The funnel counts the account under Replied, cohort-attributed back to the original initiation date. Until you log an answer, it shows under Replies waiting on Today. Right under the conversation, Add next step records what you owe them and by when.

The account page’s Activity tab shows the latest messages with the account, across campaigns, and lets you log messages that don’t belong to any campaign (Log message) — see Log a conversation.

What if something doesn’t work

Section titled “What if something doesn’t work”

A few common first-run hiccups:

  • The fit criteria read vague. Most often the Product description is too thin. Two paragraphs of specific positioning — what you sell, who it’s for, who it isn’t for — beats one line every time. Regenerate after editing.
  • The first scores all cluster around 5–6. Same root cause as above, plus missing example URLs. Add 2–3 good and 2–3 bad URLs on the Product and rank the sample again (tick Rescore accounts already scored with the current criteria).
  • An account I added by hand wasn’t saved. That’s the duplicate check working — if the project already has an account with the same Google Place ID, name + city, phone, website domain, or a very similar name in the same city, LeadHunter points you to that account instead of creating a second one. Open it and add what’s missing there. See Merge duplicates.
  • My CSV import skipped a column. The Map columns step is where you tell LeadHunter what each column means; a column left on Skip isn’t imported. Run a dry run first to see what would land before committing.
  • Some rows weren’t imported. The result panel’s Rows not imported and Duplicates skipped buttons download every skipped row with the reason.

What’s next

Section titled “What’s next”

You’ve now got an end-to-end loop running. From here:

  • Log spend as it accrues — Adwords invoices, agency fees, internal labor hours. LeadHunter computes cost-of-acquisition per outreached / replied / closed account. See Track campaign costs and CAC.
  • Read the funnel — Insights → Funnel shows initiated / clicked / replied / closed across today / 7d / 30d. Track week-on-week, not the latest day (cohort attribution makes the right edge low by design).
  • Start each day on Today — due next steps, replies waiting, clients to contact, then the best accounts nobody is working yet. See Use Today.
  • Settle into the rhythm — daily outreach + reply pasting; weekly ranking of new accounts and shortlisting; monthly duplicate cleanup + fit criteria refinement. See How LeadHunter works → The recurring rhythm.
Section titled “Where to read next”