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User guide

Client Finder Studio

Everything you need to know to build your acquisition plan, know where to start and follow your prospects all the way to signature.

What is Client Finder Studio for?

Finding clients isn't about doing "a bit of everything": it's about choosing the few actions that work for your business, with your time and your budget, then sticking to them.

Client Finder Studio knows 10 acquisition channels and 100 detailed techniques (each with its "how to"). It picks the ones that suit you, ranks them by priority, gives you a 90-day roadmap and a mini-CRM to track your prospects.

Who is it for?

🧑‍💻

Freelancers

To stop depending on platforms and word of mouth.

📍

Shops & tradespeople

Google, reviews, local partners, neighbourhood events.

🎯

Coaches & consultants

Network, content, talks, introductory offer.

💻

SaaS & digital products

SEO, communities, free trial, referrals.

🏢

Agencies & B2B

Outreach, referral partners, trade shows.

🛍️

E-commerce

Social media, influencers, advertising, marketplaces.

The steps, one by one

1

Describe your business

The type of business, 2 or 3 sentences, your offer, your price and what sets you apart. The type of business matters a lot: it changes the techniques suggested.

2

Describe your ideal client

A first name and a role (for example "Sophie, SME owner"), their problems, their wishes, their objections. Above all, say where they are (LinkedIn, Instagram, Google, local…): techniques on those platforms get priority.

3

Set your goals and your limits

Number of clients targeted, deadline, monthly budget and time available. In "Constraints", write one line per thing you refuse to do, starting with "No…" (for example No cold calling, No TikTok, No advertising): those techniques are excluded.

4

Choose your channels and generate your plan

Tick at least 2 channels (3 to 5 is ideal; 2 or 3 if you're short of time), then click "🎯 Generate my acquisition plan".

5

Take action

In the 🎯 Techniques tab, start with the high priorities and tick each technique as you launch it. Add your notes, your tags, or your own techniques with "+ Add". Follow the 📅 90-day roadmap and log your contacts in 👥 Prospects.

💡 3 techniques done seriously for 90 days beat 30 techniques tried once. The roadmap's weekly review helps you keep what works and drop the rest.

How the plan is chosen

Each technique has a starting priority, then the tool adjusts it for you. Under each technique, the 🧭 line explains why:

  • Your business: a Google Business Profile comes first for a restaurant or a tradesperson, LinkedIn for a B2B agency. Some techniques only appear when they make sense (an app store for software, resellers for physical products…).
  • Where your clients are: if you mentioned Instagram, Instagram techniques move up.
  • Your budget: paid advertising drops to low priority if your budget is too small for it to deliver results (LinkedIn Ads, for example, needs a larger budget).
  • Your constraints: the techniques you refuse are removed.

If you change your form afterwards, click "Generate" again: your ticks, notes and custom techniques are kept.

The strategy score

The score out of 100 is the average of 5 axes: diversity (number of channels), consistency (techniques suited to your business, budget and clients, and high priorities launched), volume, realistic effort (is the number of techniques sustainable with your time and budget?) and long-term potential (channels that keep paying off: content, network, partners…). The 📊 Analysis tab tells you what to improve.

Prospect tracking (CRM)

The 👥 Prospects tab is a 5-column board: To contact, Contacted, In talks, Quote sent, Won. Drag cards from one column to another, or change the stage in each card's list (handy on a phone). Click a card to add notes.

You can import a list from Excel or Google Sheets: save it as CSV with a Name column (and optionally Company, Contact, Status, Notes). Comma and semicolon separators are both recognised.

🔒 Your prospects stay in your browser: they are never sent to our servers.

The tabs

TabWhat it's for
📝 SetupThe 4 form sections
📡 ChannelsThe 10 channels with their effort, cost and speed (click = turn on)
🎯 TechniquesYour plan: search, sort, channel filters, notes, tags, custom techniques
👥 ProspectsYour mini-CRM
📅 90-day roadmap4 stages, the actions for each stage and this week's actions
📊 AnalysisScore details, breakdown and recommendations
📋 Templates (Pro)10 complete examples by business type
📚 LibraryEmail, LinkedIn message and call scripts, proposal outline, content ideas, objection handling (click = copy)
✨ AI (Pro)Your key settings, chat and quick actions
📤 ExportsAll the files to download

AI (optional) (Pro)

8 quick actions: full strategy, 5 ready-to-copy prospecting scripts, detailed week-by-week roadmap, ideal client profile, 10 types of partners, 30-day content plan, objection handling and a 30-second pitch. The chat knows your business and your plan.

  1. Open the ✨ AI tab and choose your provider: Agnes, OpenAI (ChatGPT), Anthropic (Claude), Mistral, Groq, Google Gemini, DeepSeek, OpenRouter or any OpenAI-compatible service.
  2. Create an API key with that provider (the link appears under the list; several offer free access, such as Agnes, Groq or Gemini).
  3. Paste your key, click "🔌 Test connection" then "💾 Save".
🔒 Your key stays in your browser and is never stored on our servers. Always reread what the AI suggests before sending it to a prospect.

Exports

  • PDF and HTML report: score, channels, detailed techniques and roadmap. Client report: a short summary to send.
  • Action plan (checklist), Markdown (Notion, GitHub), CSV of the techniques (Excel, Sheets).
  • ICS calendar: the 4 roadmap stages and a 30-minute weekly review to import into Google Calendar or Outlook.
  • CRM CSV (your prospects), project JSON, full backup and a ZIP with everything.

Prospecting by the rules

⚖️ In Europe, cold email and cold calling are only allowed towards businesses, on a subject related to their work, with a simple way to opt out. For consumers, you need their prior consent (GDPR), and telemarketing is tightly regulated (opt-out registers such as the TPS in the UK or "Ne m'appelez plus" in Belgium; in France, prior consent has been required since 11 August 2026). Never make up reviews, testimonials or results, and label influencer partnerships as "Ad".

Where is my data saved?

Your projects and prospects are saved in your browser, not on our servers. Our servers choose the techniques and calculate the score without keeping anything. The "🕓 History" button keeps the last 20 versions of each project.

⚠️ A project created on your computer doesn't appear on your phone, and it disappears if you clear your browser data. Make a regular "Full backup" (Exports tab).

Discovery or Pro?

The discovery version gives you the whole tool and all its exports; exported documents (HTML, PDF, Markdown, pictures) carry a small “Made with Yok-Kod” line, data files (CSV, JSON, ICS) never do. Pro removes that line and adds AI, the 10 templates and up to 50 projects.

Discovery (free)Pro
Form, 10 channels, 100 techniques, score, roadmap, analysis✓✓
Plan generationsNo quotaNo quota
Prospects in the CRMUp to 2,000 per projectUp to 2,000 per project
Script library✓✓
Exports (PDF, HTML, Markdown, CSV, calendar, CRM, JSON, ZIP), import and printing✓ with a “Made with Yok-Kod” line✓ no line
Saved projects (and comparison)Just 1Up to 50
10 templates—✓
AI with your key (Agnes, OpenAI, Claude, Mistral, Groq, Gemini…)—✓

Pro for Client Finder Studio costs €19 as a one-off payment. It is also included in the Marketing Pack (€129) and in Full Access (€179).

See the Pro price →

Common issues

Why does the "Generate" button say "Complete…"?
You need at least your business description (section 1), your persona's name (section 2) and 2 ticked channels (section 4).
Why did a technique I wanted disappear?
It may have been excluded by a "No…" line in your constraints, or it doesn't match your type of business. You can always add it by hand with "+ Add".
Why doesn't my CSV import find any prospects?
The first line of the file must contain the column headings, including a Name column.
Why does the AI say "invalid key"?
Check that the selected provider matches your key, then test it again. Free keys are limited to a few requests per minute.
Why can't I find my project any more?
Make sure you're using the same computer, the same browser and the same account.

Another question? Write to us, we reply quickly.

Ready to find your clients?

Try it free, no credit card.