Recurring Lead Searches Explained: Every Morning by Default, and When One Big Search Is Better

A recurring lead search used to mean picking a schedule: daily, weekly or monthly. Leadistry no longer asks you to. You describe who you sell to once, that sets up an agent, and the agent reads the public record every morning. There is no schedule to choose, and you are never sent the same company twice. When you want a bigger batch for a specific push, you run a one-off search alongside it.

This post explains how the pieces fit, and the two guarantees that make the whole thing trustworthy.

The three parts

1. The agent. This is the recurring part, and it is always on. Setup is a two-minute chat: you describe who you sell to in plain words, the assistant picks the trades (SIC codes) and the area, and it shows real sample companies before anything is charged. From then on the agent works every morning. Companies registered in the last 12 months, approaching filing deadlines, a change of name: matches arrive once each company can be reached, with its website and an email that belongs to it. See buying signals for the reasons an agent can watch for.

2. The Feed. Each lead is waiting as soon as it has been found and checked, for as long as you have leads left. To have fewer a day, set a daily limit on any agent's page. Each card is the email itself, written to that company from its dated reason. You approve it, change any line or skip it. One lead is one lead, each with its website, an email that belongs to the company and the director's name when the public record has it, all on the Leads screen.

3. The one-off search. Only useful when you want more than the agent has brought so far, say a batch for a specific push. Press "Find more now" on an agent's page, and you see what the run will use and what it costs before it starts.

The two guarantees

You never receive the same company twice. Every delivery is recorded against your account. When an agent or a search finds a company you have already been given, it skips it and keeps looking. The check is per account, not per agent and not per search.

Nothing falls between runs. Each morning the previous day's filings are read, and the agent looks all day. There is no cadence to get wrong and no gap between one run and the next.

Answering the obvious question

"Should I set my search to re-run daily so I catch new companies?"

There is nothing to set, and this is the honest bit. Catching new companies is the agent's job, and the agent already does it every morning, automatically. For most people the right setup is: one agent per kind of customer, left running, and a one-off search only when you want a batch.

Picking a rhythm (yours, not the search's)

The agent does not need a cadence, but you might. How often you sit down with the leads is up to you:

• Daily suits speed-sensitive niches such as new incorporations. A few minutes with the Feed each morning: approve, change or skip.
• Weekly suits people who like one sitting. Run a one-off search on Monday for a batch you can actually work through by Friday. This is the rhythm of the web design agency playbook.
• Monthly suits a broad push: one bigger batch, budgeted once.

Whatever you pick, a lead that cannot be completed is never delivered and never charged, and unused leads roll over while you are subscribed. The spend stays predictable.

Where you control it

Three places:

1. The setup chat: describing who you sell to creates your first agent. See how to set up your first agent.
2. The Agents page: every agent shows whether it is running or paused. Pause one and nothing new arrives from it until you resume. You can run several side by side, one per kind of customer.
3. An agent's page: "Find more now" runs a one-off search whenever you want a batch.

Want something the product does not do yet? Say so on the ideas board inside the app, where you can also vote on what other customers asked for. Not sure whether you need a one-off search at all? Ask the Desk in plain English. It answers from your own leads and emails, and it shows you the number before anything is spent.

Caps and safety

A one-off search tells you what it will use before it runs, and anything that cannot be completed is held back and never charged. Sending has its own brake: emails go from your own mailbox, starting at 5 a day and climbing by 5 each active day to a ceiling, so a big batch never turns into a big blast.

Describe your customer once, leave the agent running, and let the public record do the prospecting. Start free with 25 leads.