← All work Client · B2B trade advisory

NexTrade Advisory.

Every lead arrives with the person who decides, a verified email and a message written for that company. The team reads it, adjusts it, and sends.

Role
System design, build & setup
Scope
Lead sourcing system + private dashboard
Built with
n8n · AI models
Status
Running in production
NexTrade Advisory lead sourcing tool

The work

The task

Finding new clients was a full-time job nobody had time for: working out which companies fit, who decides inside each one, tracking down a real email address, and writing something that doesn't read like a template. Days of work before a single conversation started.

What I did
  • The right companies. Each one arrives scored against what NexTrade offers, with a line on what the company actually does.
  • The person who decides. Managing directors, owners, finance leads, by name and title. Not a generic info@ inbox nobody reads.
  • An email that won't bounce. Every address is checked against the mail server before it's handed over, so their sender reputation stays clean.
  • A message written for that company. It references their business, not a template with the name swapped. The team edits it if they want and sends it from their own inbox.
  • Safe to send. The legal footer is added automatically, and anyone marked "do not contact" stays out for good.
  • Nothing to maintain. I set up the whole system on their server. The team only opens the dashboard; if something needs fixing, I handle it.
Result

The first 20 companies delivered, in the UK metal fabrication market:

20/20with a named person, none generic
9 in 10directors, owners or finance leads
18/20emails confirmed by the receiving server

Prospecting stopped being a project and became a page they open: read, adjust, send. The time that went into searching now goes into conversations.

100 enriched leads in minutes Each with a named decision-maker, a checked email and a message ready to send.

Inside it

One of the four automation workflows behind the tool
Four workflows run behind it: finding and scoring companies, checking emails, writing messages, reporting back.
Table of delivered leads with decision-maker, email status and fit score
Each lead arrives with the context needed to decide.
NexTrade leads dashboard with a drafted email ready to review
The dashboard: review the drafted email, open it, mark it sent.