How do I find more leads like a deal I already won?

Steps

1. Click Pipeline in the sidebar and find the deal in the Won column. If it is not there yet, see How do I move a deal between Pipeline stages?
2. Click ⧉ Find More Like This on the card.
3. New Search opens with a purple banner that starts ⧉ Cloning your won deal: followed by the business name, telling you its niche and problem profile are preloaded.
4. Check Keywords. It holds the deal's business category, the one shown on the card after the city (for example Dentist). Change it if you want a different term.
5. Type the next city in Location. It is left empty on purpose, so the Search button stays greyed out until you fill it in.
6. Untick or add problems if you like, and tick Only show leads with an email address found on their site or Email me the results as a CSV when the search finishes if you want them.
7. Click Search. The results page opens and leads appear as each website audit finishes.

What gets copied from the won deal

• Keywords: the deal's business category.
• Problems: every confirmed problem on the deal is ticked, except Invisible to AI Search. Anything in the Worth a look, not verified box is not copied. Tick those cards yourself if you want them.
• Nothing else. Location and both tick boxes start empty.

Good to know

• Like every search, it looks at up to 60 businesses, and the ticked problems then decide which of them stay in your list, so you may get fewer. A business stays when at least one ticked problem shows up on it. Untick problems to widen the list. See How do the problem filters decide which leads I get?
• If only one agency type is turned on in the Your Agency card in Settings, New Search opens filtered to that type, so some ticked problems may be out of view. Click All Agency Types to see every card. The Search button counts every ticked problem, for example Search (4 problems).
• The Won-Deal Cloner is available on every plan.