The Lead Builder
Feature Guide
One button that turns public license and corporate records into a clean, callable list of prospective restaurant & bar clients.
Edgebrook Software · Sales Workspace
Building a single prospect profile by hand means opening four or five separate government websites and reconciling them: one to find the establishment, another to find the company that owns it and the officers to ask for by name, a search engine for the current phone, website, hours and rating, and still others for health-inspection standing and beverage-license details. None of them talk to each other, each names the same business a little differently, and each takes a few minutes to search and copy out — roughly 20–30 minutes of desk research per lead, before a single call. And you would need to know which site holds what — the Lead Builder does not ask you to; it already knows.
For a two-person shop, that time is the whole game: every hour building a lead is an hour off the phone. The bottleneck was never the calling — it was getting to a list worth calling.
The Lead Builder collapses that entire routine into one button. It assembles every establishment in the territory, resolves each owning company and its officers, attaches phone, website, hours and rating, checks inspection standing, and notes beverage privileges — then writes the whole thing to a saved, callable list in seconds, across thousands of establishments at once. The team opens the app to a finished call list instead of a blank spreadsheet and a week of tab-switching.
The workspace already holds more than 12,000 callable establishments across five U.S. states and two international markets — a volume no small team could ever assemble by hand. That is the difference between a list a two-person shop could never finish building and one that is ready before the first coffee.
Every card on the screen maps to a step a rep would otherwise do by hand. Here is what each one does.
The base source. Pick the territory — country → state → county, and optionally a single city — and the license categories to draw from: restaurants, bars & alcohol, and whether to include only currently-active licenses. Everything downstream starts from official public records, so the list is real, current establishments — not a scraped or purchased file that went stale a quarter ago. You never have to know which office publishes them; the tool does.
The layer that turns a name-and-address row into a lead a rep can actually work. Toggle how much to gather on top of the base list: the owning company and its officers (the person to ask for by name), officer & agent mailing addresses, and current phone & website. A best-effort website email lookup and an optional people-level add-on extend it further. Each toggle is a deliberate coverage choice — turn on exactly what the pitch needs.
Pick the output format — an HTML call list, an Excel workbook, or both — and press Build. Behind that one button the Workspace assembles every establishment, resolves owners, enriches contact, applies the segments, and writes a saved, callable list to the library, live-updating a status line as it runs. Seconds later the team has a finished list instead of a blank spreadsheet.
A quick read-out of what was just built — total call leads, the independent-vs-corporate split, and how many already carry a phone — plus one-click Open (work it now), Reveal file, and confirmation it saved to the Call Lists library. It is the receipt: what you got, and where it went.
Every named list a rep builds, tracked in the shared database with its created date, counties, the segments it was built with, and live progress (leads called / appointments set). Open re-applies the exact build so the list refreshes against current records; Delete removes it. It is the team’s library of working plans, not a pile of one-off exports.
A finished list of every licensed establishment in a county is thousands of rows — and most of them are not who this rep should call today. Segment is the layer that turns that universe into a focused day plan: the moment the list is built it tags every lead on three axes that map directly to how a rep sells, and it stores the segment with the saved list so results can be tracked and compared later. Nothing is deleted — the full list is always there — the segments just decide what a rep looks at first.
Four categories, derived from the license class and a known-chains heuristic: Full-service restaurants and Bars & nightlife (the core targets), plus Fast-food / QSR chains and Hotel food & beverage, each a one-click toggle. A rep selling a beverage-inventory program flips off fast-food and hotels and instantly works only the rooms where the pitch lands — no afternoon lost dialing a Burger King #1234. The concept is on the row before the first hello.
Independent (single-unit) vs. Corporate / multi-unit — the single most useful cut for pacing a day. An independent owner usually answers and can decide on the spot: the fastest yes. A multi-unit operator is a larger, higher-value conversation with a group office behind it. Segmenting on operator lets a rep run a morning of quick single-unit closes and an afternoon of strategic multi-unit calls — deliberately, not by accident.
Seat-count bands from the public record: Small (1–49), Medium (50–150), Large (150+). Size is a fast proxy for beverage and food volume — and therefore for the value of the account — so a rep can trim to the venues worth a drive, or work small-and-local when they want density and quick wins. It reads the size of the prize before the first call.
And because every segment is saved on the list, the choice pays off twice: a manager can later see which cut actually converts — do independent mediums book better than corporate larges? — and point the whole team at what works. Segmentation turns “who do I call?” from a daily guess into a repeatable, measurable strategy.
A raw export of every licensed establishment in a county is a wall, not a call list: it mixes the 40-seat neighborhood kitchen you want with the gas-station beer cooler you don’t, repeats the same owner a dozen times, and hands a rep no way to decide where to start. The Lead Builder does that triage automatically — assembling, enriching, de-duplicating and segmenting — so the team opens the app to an ordered plan for the day instead of a morning of spreadsheet work that produces zero calls.
Public records in, a clean and segmented call list out — owners, contact, concept and standing included — in seconds across thousands of establishments. It is the step that turns “who could we even call?” into “here is today’s list.”
Work-in-progress feature guide. Screens reflect a live build; counts and coverage grow as more public sources are added. How the underlying data is gathered, matched, and kept current is Edgebrook’s proprietary process and is intentionally not detailed here.