LotusIntellTools • Small business download
Find prospects, track the work, respond to reviews and prepare a handoff—with four tools you can make your own.
See the bundle & current price on EtsyOne purchase. Downloadable files. No subscription to this kit.
See how the lead builder works ↓01 / Find your next prospect
A connected Excel workbook turns your business details and search criteria into a research prompt. Track sources, verification, outreach and follow-ups in the same workflow.
Seven sheets, dropdowns and automatic summaries—not just a list of prompts.
02 / Keep work moving
Give daily tasks, owners and next steps a place to live. Customize the tracker to the way your business works.
03 / Find the words
Start with 80 response templates, personalize the wording and use the tracker to keep responses organized.
04 / Prepare a handoff
Document essential work, contacts and instructions so a helper has a starting point if you are unavailable.
Planning tools; not a certification or guarantee of business continuity.
Walkthrough • fictional example
This is an illustration of the workflow, not a screenshot or live preview of the purchased workbook.
1. Describe your business.
A local HVAC service wants to find property managers in its service area.
2. Build a focused search.
Choose an area, customer type and public information to verify. Select the Search ID to assemble the prompt.
3. Research and verify.
Paste the prompt into your own web-enabled AI tool. Check each source yourself before adding a prospect.
4. Track your next move.
Record contact status and follow-up dates. Workbook summaries update from the tracker.
Business: Example Property Management
Source: public business website
Verification: needs checking
Next action: confirm service area
Status: not contacted
AI can return incorrect or outdated information. The kit helps organize research; it does not automatically find, verify or contact customers.
A digital bundle of Excel, editable Word and PDF resources, with quick-start guidance. Check the Etsy listing for the exact file inventory before purchase. No physical item is shipped.
Yes—fill in editable fields, save your own copies and print suitable documents. Workbook input cells are editable; formula cells are protected to help prevent accidental damage.
Use compatible software for the Excel and Word files and a PDF reader for PDFs. For AI lead research, bring your own web-enabled AI tool. An AI subscription, Excel license and automatic integrations are not included. Check compatibility details on Etsy.
No. These are tools for organizing your work. You provide the information, verify research and decide what to do next. Sales depend on your offer, market and outreach.
It is designed for a small business owner who wants reusable files instead of another monthly software bill. If you need an app that runs outreach automatically or syncs with your shop, this kit does not provide that.
Choose one tool, fill in your business details and save your own working copy. Build the rest as you need it.
View files, price & checkout on EtsyEtsy handles checkout and delivery. Review the listing’s terms and software requirements before buying.