A Draft-Only Workflow For Finding Gold Coast SME Prospects
This automation is designed to produce a daily reviewed prospect list, not to send messages automatically. The goal is to find public signals of technical work, qualify fit for R&D Tax Incentive support, and prepare conservative outreach drafts for human approval.
Discover
Search public sources for Gold Coast SMEs in priority sectors, using location, industry, and technical-activity signals.
Qualify
Score each prospect against fit, evidence of technical work, likely decision-maker access, and R&D relevance.
Draft
Create a short outreach note for high-priority prospects using only observed public signals and a conservative call to action.
Review
Keep all outreach in draft form for human review. Do not auto-send emails, SMS, or LinkedIn messages.
Public Source Inputs
- Company websites and team pages
- Google or map-style public business listings
- Gold Coast business directories and chamber pages
- Industry association member listings
- Public grant, award, accelerator, and innovation announcements
- Job ads showing software, engineering, product, or technical hiring
- LinkedIn company pages where public and available
Qualification Rules
- Location fit: Gold Coast, nearby SEQ, or Tweed with clear relevance
- Sector fit: software, SaaS, manufacturing, engineering, health tech, product design, screen, games, education tech, or industrial services
- Technical signal: evidence of development, experiments, prototypes, patents, technical hiring, new products, or process innovation
- Company size fit: likely SME, ideally 5-100 staff and under $20m turnover where inferable
- Buyer access: founder, director, CFO, operations lead, product lead, or technical lead is identifiable
- Compliance risk: exclude prospects where the only available contact route would likely breach consent or platform rules
Daily Output
20
Raw prospects discovered from public sources.
10
Qualified prospects kept after fit and signal review.
3
Priority leads with a draft outreach angle.
Recommended Record Shape
The admin back end now stores these records as marketing leads, so a daily automation can post one lead or a batch of leads, assign review statuses, and keep draft outreach ready for approval.
Compliance Boundary
The automation should not promise eligibility, refunds, or outcomes. Commercial messages must identify the sender, include a clear unsubscribe path where required, and follow Australian spam and privacy obligations. Keep the default as draft-only human review.
Draft Outreach Pattern
Subject: Quick question about your technical development work
Hi [Name], I noticed [specific public signal]. We help technical SMEs check whether software, product, engineering, or process development work may be worth reviewing for R&D Tax Incentive eligibility and documentation.
No assumptions from my side, but if useful I can send a short claim-readiness checklist or run a brief eligibility screen.