Methodology — public & versioned

How ClientBridge sources and scores contractor leads

Every lead in our system has a paper trail. Here's exactly where the data comes from, how the match score is calculated, and what we guarantee if something is wrong.

Step 1 — Data sourcing

Where the data comes from

Every lead originates from a public government registry or licensed enrichment source. No scraped social media. No purchased junk lists. We pull from official licensing boards, contractor registries, and federal fleet databases — then verify contact info before scoring.

Active contractor license records for electricians, HVAC technicians, and plumbers operating in Texas. We pull new issuances and renewals weekly.

Electrical HVAC Plumbing

Commercial fleet registration data for contractors operating trucks and heavy equipment — strong proxy for firms with payroll and operational scale.

All trades (fleet indicator)

New entity formations in NAICS code 238 (specialty trade contractors). Captures recently incorporated businesses before they appear in other registries.

New entity formations

We verify and enrich business email addresses using Hunter.io after pulling from government sources. No unverified email addresses reach your leads queue.

Contact enrichment

Step 2 — Qualification scoring

How leads are scored

Each lead is scored on four dimensions against your firm's ideal client profile (ICP). The score runs 0–100. Above 70 is a strong match; above 85 is exceptional. Here's what moves the needle.

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Employee count

Target: 1–10 employees

Small owner-operated shops are our core target. Micro-firms need real tax strategy but rarely have a dedicated CFO. Full score if headcount is 1–10; partial if 11–25; zero above 25.

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Revenue band

Target: $250K–$5M

Revenue in the sweet spot means the contractor has real tax complexity — entity structure choices, retirement contributions, estimated taxes — but isn't yet served by Big 4. Partial credit for $100K–$250K or $5M–$10M ranges.

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Trade / industry match

Matched to your ICP

We match the lead's NAICS trade category against the industries you marked as your ideal client profile during onboarding. Exact match = full score. Related trade = partial. Unrelated industry = zero.

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State / metro overlap

Your preferred states

Tax and license requirements vary by state. We check the lead's operating state against the states you selected in your profile. Same state = full score. Adjacent metro = partial. Different region = zero.

What a score of 82 means

3 of 4 dimensions are a strong match against your ICP. In this example, the lead is an electrical contractor in Texas with 4 employees and $600K estimated revenue — matching trade, state, and size. Revenue bands at the high end of the target range, giving a slight partial on that dimension.

✓ Trade match ✓ State match ✓ Employee count ~ Revenue (upper range)

Step 3 — Freshness

Freshness SLA

Stale data is worse than no data — you waste outreach budget on contractors who have already filed their taxes or moved on. Here's how we keep the leads current.

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Weekly registry refresh

We re-pull from each source registry (TX TDLR, AZ ROC, FL DBPR, NV NSCB, FMCSA) on a weekly cadence. New licenses issued or renewed since the last run are ingested automatically into the lead queue.

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90-day freshness flag

Leads where the license issuance date or entity formation date is within 90 days of today are flagged as fresh in your queue. Fresh signals indicate a contractor who recently made a business-formation or compliance decision — prime timing for a tax conversation.

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Signal date always displayed

Every lead card shows the source signal date — the date the license was issued or the entity was formed. No hidden staleness. You always know how old the trigger event is before you spend a credit.

Guarantee

Refund & replacement policy

Any lead with invalid contact info or the wrong trade category is replaced free of charge within 14 days of delivery. We don't charge restocking fees, require documentation, or make you argue your case. You bought a qualified lead — if it doesn't qualify, we swap it.

To request a replacement, email support@clientbridge.services with the lead ID and the reason. We'll issue a replacement credit to your account within one business day.

✓ Bounced or invalid email address on the lead record

✓ Trade category does not match what was displayed at purchase

✓ Contact is a duplicate of a lead already in your account

✓ License listed as active was already revoked or expired at delivery

What this policy does not cover: leads that don't respond to outreach, leads who already have an accountant, or leads that decide not to hire you. We qualify and verify — we don't guarantee conversion.

Success Fee

How to report closed clients

If you toggle the success-fee rate at checkout, you pay 30% less per lead. In exchange, when you sign a client from a ClientBridge lead, you self-report it within 12 months — and we invoice you for 10% of their first-year revenue.

Report

Submit at /report-closed-client — no login required, 2 minutes. Include the lead ID (from your dashboard), close date, engagement type, and annual contract value.

Invoice

ClientBridge calculates the 10% commission ($0.10 per $1.00 of annual value) and sends you a Stripe invoice within 30 days. No automation required — just an email and a payment link.

FAQ

Common questions

Yes. All data comes from public government registries — contractor licensing boards, state SOS filings, and federal motor carrier databases. These are public records by law, the same kind of data brokers like Dun & Bradstreet and InfoUSA have sold for decades. Contact enrichment via Hunter.io is limited to business email addresses, not personal data. There is no PII of private individuals in our lead records.

No — and we won't pretend otherwise. These are signal-based cold leads, not inbound referrals. The contractor filed a license or formed an entity; that's the trigger signal. They haven't opted in to hear from you. But the timing is intentional: a contractor who just formed an LLC or pulled a new license is actively thinking about their business — that's the best window to start a conversation about taxes and financial structure.

Yes. ClientBridge supports webhook delivery to HubSpot and Salesforce. When you onboard, you configure a webhook URL for your CRM and leads are pushed automatically as they're matched and scored. CSV export is also available from the dashboard for manual import.

Non-response is not a refund trigger — that's part of the outreach game. Our replacement policy covers data quality issues (invalid email, wrong trade, already-expired license), not conversion rate. If you're seeing low response rates, email us and we'll review your ICP configuration — sometimes a profile tweak significantly improves match quality.

No. No legitimate lead generation service can guarantee conversions — that depends on your outreach, your pricing, your pitch, and the contractor's situation. What we guarantee is data quality: the contact info is valid, the trade category is accurate, and the signal event is real. The closing is up to you.

Three main differences. First, we match to your specific ICP — you don't get a raw CSV of 10,000 contractors; you get the ones that score above your threshold against your target profile. Second, we're signal-timed — every lead has a recent trigger event (new license, new entity), not a static contact from a stale database. Third, we're industry-specific — built for tax preparers and financial advisors, not generic B2B sales. The scoring dimensions reflect what a small firm owner actually cares about when they hire a CPA.

New signals are ingested weekly from source registries. Lead count varies by market — Houston and Dallas–Fort Worth each typically generate 30–80 new scored leads per week. Lead credits are consumed when you claim a lead from the dashboard, not when they're ingested.

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