Project
Lead Generation Web Scraping
Leads lived on third-party sites with no clean export. Built a scheduled pipeline that pulls them in, cleans duplicates, and drops them into the CRM ready to call.
→ Manual copy-paste replaced by a CRM-ready lead pipeline
Starting point
Useful leads lived on sites with no export — someone retyped them into the CRM every week.
What I built
A scheduled pipeline that pulls leads in, removes duplicates, and drops them into the CRM with alerts for hot ones.
What changed
Manual collection replaced by a list the team can work from in the CRM.
The person who scoped this is the person who built it. Same person on the handoff — that's the trade you make hiring one consultant instead of an agency.
Starting point
Where things stood
Lead data lived on third-party platforms that only allowed manual browsing. Advisors spent hours per week copy-pasting contact information into spreadsheets and then manually entering it into Salesforce.
Approach
The path we chose
A team needed a steady stream of qualified leads from external platforms that didn't offer an API or data export.
Build
How I built it
- Logged into SmartAsset, WiserAdvisor, and SmartVestor portals (or used Planswell's API) to pull the latest lead information.
- Pushed lead data straight into the firm's CRM and instantly triggered an intro email and text.
- Notified a team member to follow up personally so leads got a human touch fast.
- Ran continuously so leads were engaged immediately — including evenings and weekends.
The honest part
What made it tricky
The parts that didn't go to plan — and how I worked around them.
- Some platforms force frequent password changes, so I added error detection and alerts when a login fails on credentials.
- A few lead-gen platforms began blocking scraping from major cloud providers, so hosting on a local machine or small VPS improved reliability and avoided IP bans.
After launch
What changed
- Cut lead-processing time substantially.
- Consistent follow-up across email, SMS, and advisor outreach.
- Directly contributed to new client acquisition for the firm.
Capabilities
What it does
Stack
Tools used
Services
Related services
This project is an example of these lanes — most real work touches more than one.
More projects
Adjacent work from the portfolio — same proof standard.
Project
Custodian Transition
Recovered the source data, generated thousands of documents, and routed them for e-signature end to end.
Full write-up →Project
Will It Flow
A web app with live data, cash-flow tools, and market pages that update themselves.
Full write-up →Project
WhatConverts → Salesforce
Automated handoff into Salesforce with cleanup and routing so leads arrive ready to call.
Full write-up →Need something like this?
Send a short note about what you need done — or book fifteen minutes if you'd rather talk it through.