How to Use BizSweep

How to run a search:

1. Go to Search from the sidebar menu.
2. Enter a location — type a city name, zip code, address, or drop a pin on the interactive map.
3. Set your radius — choose how far around the location to scan (1–50 miles or km).
4. Select business categories — pick from 100+ categories (restaurants, plumbers, dentists, etc.) or search all.
5. Click "Search" — BizSweep will scan the area and return results within seconds.

Understanding your results:

• Business name & address — full contact details from Google Maps.
• Website status — whether the business has a website, and if so, its quality analysis (SSL, mobile-friendly, page speed).
• Google rating & reviews — star rating and total review count.
• Phone number & email — when available from public listings.
• Lead Score — AI-calculated score (0–100) indicating how likely they are to need your services.

What the AI considers:

• No website — businesses without any website get a significant score boost.
• Poor website quality — sites with no SSL, slow load times, or no mobile responsiveness are flagged.
• High Google rating — well-reviewed businesses have proven demand but may lack online infrastructure.
• High review count — popular businesses with many reviews are likely worth more as clients.
• Business category — certain industries (restaurants, medical, legal) tend to invest more in web presence.
• Competition density — areas with fewer competitors in the same niche get a boost.

Working with Lists:

1. Create a list — give it a name and optional description (e.g., "Miami Restaurants Q1").
2. Add leads — from search results, click "Add to List" or use bulk-add to move multiple leads at once.
3. Manage leads — view list contents, remove leads, or move them between lists.
4. Use as outreach source — lists can be used as the source for email campaigns and drip sequences.
5. Export — export any list as CSV, Excel (XLSX), or PDF.

Pipeline stages:

Sending emails:

1. Go to Outreach → Compose from the sidebar.
2. Select your source — choose a saved search or a lead list.
3. Write or select a template — use a saved email template, or let AI generate a personalized email.
4. Preview & Send — preview the email for each lead, then send individually or in bulk.
5. Track results — see open rates, delivery status, and engagement on the Outreach page.

AI Email Generation:

When composing, toggle "Use AI" to have BizSweep generate a custom email for each lead. The AI considers:

• Business name, type, and location
• Whether they have a website and its quality
• Their Google rating and review count
• Your sender profile and company name

Email open tracking:

Every email includes an invisible tracking pixel. When a recipient opens your email, BizSweep records the open and notifies you. You can see open rates on the outreach dashboard.

Creating a sequence:

1. Go to Outreach → Sequences and click "Create Sequence".
2. Name your sequence and select the source (a search result or lead list).
3. Add steps — each step has a subject, body template, and delay (days between emails). You can also enable AI generation per step.
4. Activate — once your steps are configured, activate the sequence. BizSweep's cron job will automatically send emails based on your schedule.
5. Monitor — track how many emails were sent, opens, and replies from the sequences dashboard.

How sequences work:

• Emails are sent automatically every 5–15 minutes when leads are due.
• If a lead replies, the sequence auto-stops for that lead.
• Each email costs 1 credit from your account.
• Daily send limits from your SMTP settings are respected.
• Sequences pause automatically if you run out of credits.

Generating a proposal:

1. From search results, click the "Generate Proposal" button on any lead.
2. AI analyzes the business — their industry, location, rating, competition, and online presence.
3. Review the proposal — a full multi-section sales document is generated with personalized talking points.
4. Export as PDF or attach to an outreach email.

Bulk proposal generation:

Select multiple leads and generate proposals for all of them at once. Great for preparing a batch of pitches before a cold outreach campaign.

Available template variables:

Export formats:

Setting up SMTP:

1. Go to Settings → Email from the sidebar.
2. Enter your SMTP details — host, port, encryption (TLS/SSL), username, and password.
3. Set "From" details — your sender name and email address.
4. Set daily send limit — to protect your sender reputation (recommended: 50–100/day for new domains).
5. Add an email signature — optional HTML signature with logo upload support.
6. Send a test email — verify everything works before sending to leads.

Common SMTP providers:

Team setup:

1. Create a team — go to the Team page and set up your team with a name.
2. Invite members — send email invitations. Members register with the invite link.
3. Assign roles — create custom roles with specific permissions (search, outreach, export, pipeline, etc.).
4. Collaborate — team members use the owner's credits and data, with full attribution tracking.

How team permissions work:

• Team members operate under the owner's account — searches, outreach, and credits come from the owner's pool.
• Each action is attributed to the team member who performed it.
• Members use their own SMTP settings for sending emails.
• The owner can see all team activity and manage resources.
• Members can be removed or deactivated at any time, and reactivated later if needed.

Credit costs:

Managing your plan:

• Upgrade/downgrade — switch plans anytime from the Billing page.
• Buy credit packs — purchase additional credits if you need more than your plan includes.
• View invoices — download PDF invoices for all payments.
• Cancel — cancel anytime; you keep access until the end of your billing period.