CASE STUDY / CUSTOM SOFTWARE & AUTOMATION
Launchpad TX built a mobile-first lead engine for a merchant-services sales organization. It turns newly permitted businesses into assigned, actionable leads—bringing discovery, contact research, and follow-up into one place.
Built by Launchpad TX · Live in production · 2026
FROM PUBLIC RECORD TO FIELD ACTION
Official public records → relevant local businesses → contact research → a lead on the right rep’s phone.
Web app · Installable on iPhone and Android
Independent reps selling point-of-sale and payment services.
Discovery, enrichment, ownership, and follow-up in one app.
Mobile access for reps. Operational control for administrators.
THE CHALLENGE
For field sales teams, timing matters. Reaching a business before it opens can mean starting the conversation before another provider has already signed it.
01
Purchased lists could be months old before a rep made the first call.
02
Chains, franchises, and unsuitable prospects made useful businesses harder to find.
03
Spreadsheets left ownership unclear. Reps overlapped, follow-ups slipped, and managers lacked visibility.
The brief: find new local businesses automatically, add reliable contact details, and put each opportunity into a rep’s hands on their phone.
THE SOLUTION
We connected public-record discovery with contact enrichment and a shared sales workflow. Administrators control the searches, assignment, and budget. Reps get a focused view of the leads they need to work.
01
Find newly permitted businesses by city, sales category, and permit recency.
02
Add phone numbers and websites when a match is confident. Identify other locations operated by an existing owner.
03
Put leads with the right rep, then track contact, meetings, and outcomes.
WHAT WE BUILT
01
Official records feed plain-language categories such as Restaurant, Salon / Barber, Auto Repair, and Retail. Chain filtering reduces noise, and deduplication prevents repeat delivery across searches.
02
Confident matches add phone numbers and websites. Businesses without a listing become walk-in leads, giving reps a clear action when a phone call is not yet possible.
03
My Leads prioritizes today’s work. One-tap Call, Text, Directions, and Email actions keep reps moving. Notes and history follow each lead through New, Contacted, Meeting set, and Won or Lost.
04
Forgiving business-name and street search helps reps find records in the field. Reps can claim unassigned leads, with limits that discourage cherry-picking.
05
Search history, lead volume, filters, bulk assignment, and spreadsheet export give managers visibility. Invites and access controls support the team, while departing reps’ open leads return to the pool.
06
Searches show an estimated cost and require approval. Per-search limits, monthly budgets, daily caps, and infrastructure alerts add control. Provider failures stop cleanly while preserving progress.
A CLOSER LOOK
Reps need fast actions on a phone. Administrators need room to review, filter, and assign. The app brings both into the same lead workflow.
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ACCESS & PRIVACY
Passwordless sign-in uses one-time email codes. There is no public signup. Administrators can deactivate access when a rep leaves.
Reps see their assigned leads and permitted shared-pool information. Access to other reps’ private lead records and history is restricted at the database level.
Lead handoffs retain useful notes while hiding other reps’ identities.
Selected reps can run searches within an individual budget without receiving full admin access. Leads from those searches go straight to that rep.
THE RESULTS
Project-reported operational results. Search time and lookup cost vary with scope, record volume, and provider availability.
A city-wide search that previously required hours of manual research runs in about a minute.
New-business records help reps reach prospects weeks or months before opening day.
A typical city search was reported to cost well under a dollar in data lookups.
Chain filtering, deduplication, and contact matching reduce irrelevant records before rep follow-up.
Lead status, assignment, notes, and activity give the team a shared record of the work.
HOW WE WORKED
Each feature began with the rep’s real workflow, then moved through design, build, and test.
Production dress rehearsals used test accounts to exercise invites, sign-in, lead workflows, permissions, deactivation, searches, and spending limits before real users were invited.
Rather than grant full admin access to reps who needed to search, we introduced a limited search permission with its own budget.
Next.js · React · TypeScript
Python API service
Postgres with row-level security
Invite-only, passwordless authentication
Managed cloud hosting, custom domain, HTTPS, and spending limits
WHAT’S NEXT / PLANNED
Push worked leads into the client’s CRM with duplicate prevention.
Let reps add owner names and direct numbers from visits.
Revisit walk-in leads as listings appear online and notify reps when contact information becomes available.
BUILT BY LAUNCHPAD TX
We build custom software around the work your team actually does. Bring us the bottleneck, the spreadsheet, or the idea. We’ll help define what comes next.
Lead Gen is a Launchpad TX, LLC product.