Frequently Asked Questions

Honest answers about SearchSpot.

Everything you need to know about the platform, the pricing, the integrations, and the results — without the marketing spin.

01
Getting Started

SearchSpot is a Relationship Intelligence CRM built for professionals who close deals through trust, not cold calls.

It combines prospect research, AI-powered scripts, integrated branded gifts via Printify, physical postcards via PostGrid, business card scanning, pre-event Playbooks, Relationship Autopilot, and an AI Coach into one platform.

Think of it as: Your personal research assistant, gift concierge, scriptwriter, and relationship manager — all in one platform for $149/month.

The workflow is built around four steps:

Step 1 — Research: Add a prospect or scan their business card. Use the guided research tools to capture intel from LinkedIn, social media, and the web. Build a complete dossier in 10-15 minutes.
Step 2 — Personalize: SearchSpot generates AI-powered email scripts, phone talking points, icebreakers, and gift recommendations — all personalized to what you've learned about them.
Step 3 — Connect: Send the email, make the call, order the gift via Printify, mail the postcard via PostGrid. Everything is ready to go.
Step 4 — Automate: The Playbook prepares you before events. Autopilot keeps relationships warm. Morning briefings tell you who to contact. The calendar tracks every birthday and anniversary.

The entire workflow takes minutes, not hours.

SearchSpot is designed for relationship-driven professionals in high-value industries:

  • Wealth Managers and Financial Advisors pursuing $1M+ client relationships
  • Country Clubs and Golf Courses attracting premium members
  • Luxury Real Estate Agents connecting with ultra-high-net-worth buyers
  • Insurance Professionals building trust with affluent clients
  • Private Banks & Family Offices deepening client relationships
  • Any professional where authentic relationships drive revenue
The common thread: If your income depends on building trust with high-value individuals, SearchSpot was built for you.

Yes. Every new account gets a 7-day free trial with full access to every feature. No credit card required to start.

During your trial you can add unlimited prospects, generate scripts, browse gift ideas, use The Playbook, enable Autopilot, and access every tool in the platform.

No commitment: If SearchSpot isn't for you, simply don't subscribe. Your data stays accessible and you can export everything.

Sign up takes 30 seconds. Most users have their first prospect researched within 15 minutes.

SearchSpot also includes free creative onboarding with every account: we convert your logo for postcards and gifts, design your first postcard template, and walk you through PostGrid and Printify setup. Delivered in two business days.

Our SearchSpot Team handles this personally. No bots, no "submit a ticket" — a real conversation with a real person.
02
Features & Tools

SearchSpot includes 32 features across 4 pillars:

Intelligence (6): Prospect Intel Builder, Research Hub, Scan & Connect, Digital Business Card, Phone Contacts Import, Intel Report

Outreach (8): AI Email Scripts, AI Phone Scripts, AI Text Scripts, AI Icebreakers, PostGrid Postcards, Printify Branded Gifts, Heads-Up Email, Voice Notes

Automation (8): The Playbook, Relationship Autopilot, AI Coach, Coach Chat, 7-Level System, Smart Reminders, Morning Briefing, Weekly Recap

Operations (10): Relationship Scorecard, Calendar, Event Briefs, Deal Flow, Teams, Tags & Pipeline, Notes Timeline, CSV Import, Favorites & VIPs, Dark Mode

No tiers, no upsells. Every account gets every feature.

The Playbook is a pre-event intelligence briefing that no other CRM offers.

Create an event (dinner, gala, conference, golf outing), tag which prospects will be there, and 30 minutes before the event starts, SearchSpot sends you a mobile-optimized briefing on every attendee.

For each person you'll see: Key intel, a suggested opening line, relationship status, how long since last contact, and one-tap buttons to call, email, or add notes.

After the event, SearchSpot prompts you to send follow-ups and capture notes while everything is fresh.

The result: Walk into every room knowing everyone in it.

Autopilot monitors your entire roster and automatically prepares personalized touchpoints to keep relationships warm — without you having to remember anything.

When a relationship starts cooling, Autopilot:

  • Drafts a personalized check-in email using the prospect's profile data
  • Suggests Printify gifts for upcoming birthdays and milestones
  • Recommends a PostGrid postcard when a personal touch matters
  • Packages everything as a one-tap "review and send" action on your dashboard
The result: Your relationships never sleep. Neither does SearchSpot.

When you generate a script, the AI reads everything in your prospect's profile — their interests, family details, professional background, LinkedIn summary, recent news, and conversation history — and writes a genuinely personalized script.

For emails, you get a subject line and body. For phone calls, you get opening lines, talking points, questions to ask, a natural business transition, and a closing.

The key difference: These aren't generic templates with a name swapped in. The AI references their actual interests, mentions relevant personal details, and writes in a tone that sounds human — not "I hope this finds you well."

Point your phone camera at a business card. SearchSpot's AI extracts all the contact information — name, title, company, email, phone — and creates a prospect in your roster automatically.

Then it immediately offers to send a personalized follow-up email or text message, with the AI drafting the message based on how you met.

Event Mode: Rapid-fire scanning for conferences and galas. Scan 20 cards in minutes. The next morning, SearchSpot reminds you to send follow-ups to everyone you met.

SearchSpot integrates directly with Printify — a print-on-demand fulfillment service. Connect your Printify account once, design your branded merchandise (mugs, totes, hats, water bottles, candles, jackets, etc.), and ship gifts directly to prospects.

When you select a prospect, SearchSpot suggests gifts based on their interests. Pick one, customize the message, and Printify handles printing, packaging, and shipping — straight to your prospect's door.

Cost: $15-60 per gift depending on product. Charges hit your Printify account directly — SearchSpot takes no markup. We just make sending easy.

SearchSpot integrates directly with PostGrid — a physical mail API. AI writes the personalized note, you approve it, and PostGrid prints and mails it. Typically arrives in 5-7 business days.

The first postcard template is designed for free during your onboarding. After that, you can create custom templates anytime.

Cost: $1.50-3.00 per postcard depending on size and finish. Charges hit your PostGrid account directly — no markup from us.

Why physical mail? It gets opened 90% of the time versus 20% for email. A postcard on someone's desk is a daily reminder of you.

03
Research & Privacy

SearchSpot gives you the tools and workflow to research any prospect efficiently. You do the actual research — we make it fast, organized, and actionable.

LinkedIn Research Assistant: Guided checklist of exactly what to look for. Save findings directly to the profile.
Social Media Search: One-click search buttons for Facebook, Instagram, X, YouTube, and TikTok.
Web Search Intel: Pre-built Google search buttons for their name, company, and news.

SearchSpot coaches you on exactly what to look for and saves everything to one organized profile. Then your scripts and gift recommendations use that intel automatically.

This is standard professional practice — and prospects expect it from serious professionals.

Would you take a meeting with a wealth advisor who knew nothing about you? Or one who clearly understood your career, interests, and what matters to you?

SearchSpot only uses publicly available information — LinkedIn profiles, company websites, news articles, and public social media. The same information anyone could find with enough time.

Your data belongs to you.

  • All prospect data is stored securely with row-level security — only you can see your prospects
  • We never share, sell, or repurpose your data
  • You can export all your data anytime as CSV
  • If you cancel, your data remains accessible for export
  • All connections are encrypted via SSL
We take this seriously. Many of our users work in wealth management and financial services where confidentiality isn't optional — it's essential.
04
Pricing, Billing, & Refunds
$149 / month
7-day free trial · No credit card required · 14-day money-back guarantee

Or $1,428/year with annual billing (about 20% off, ~$360 saved).

Teams: $99/seat/month or $948/seat/year, 3-seat minimum.

No tiers. No feature gating. Every account gets all 32 features.
  • Time saved: 8-12 hours per prospect on manual research
  • Better outreach: Personalized scripts outperform generic templates by 7-10x
  • One tool replaces many: Replaces $1,200+/month of separate CRM, gifting, mail, and AI tools
  • ROI: If closing one deal pays $10,000+ in revenue, SearchSpot pays for itself many times over
  • Automation: The Playbook and Autopilot do work that would take hours manually
The math: $149/month = $4.90/day. One additional deal per year means a return of 100x or more.

If within 14 days of your subscription starting, SearchSpot isn't right for you, email us and we'll refund your first month. No questions, no friction, no "are you sure?"

Combined with the 7-day trial, you have a full three weeks to evaluate before you're truly committed.

For annual subscribers: If you cancel within 14 days of starting your annual subscription, we refund the unused portion.

No hidden fees. $149/month covers every feature in the SearchSpot platform.

The only additional costs are what you pay PostGrid and Printify directly for the postcards and gifts you choose to send:

  • PostGrid postcards: $1.50-3.00 each
  • Printify gifts: $15-60 each

These costs go to them, not to us. SearchSpot takes zero markup. Most users budget $50-200/month across postcards and gifts — you decide how much you spend, when, and on whom.

Yes. No contracts, no commitments. Cancel anytime from your Settings page. Your data stays accessible so you can export everything.

05
Results & Expectations

Professionals using research-backed, personalized outreach typically see 40-60% response rates compared to 2-3% for generic cold outreach.

Why such a difference?
  • A thoughtful gift creates reciprocity — they feel compelled to respond
  • Personalized scripts show you've done your homework
  • You stand out from hundreds of generic emails
  • The Playbook means you walk into events fully prepared
  • Autopilot ensures no relationship ever goes cold

Absolutely. Many users use SearchSpot for:

  • Client retention: Surprise appreciation gifts that strengthen relationships
  • Referral generation: Thank-you gestures that encourage introductions
  • Milestone celebrations: Birthdays, work anniversaries, promotions
  • Re-engagement: Reconnecting with clients who have gone quiet

Autopilot is especially powerful for existing clients — it keeps every relationship warm automatically so nobody falls through the cracks.

Ready When You Are

Still have questions?

Seven days free. No credit card required. Free creative onboarding included. The best way to evaluate SearchSpot is to use it.

Start Your Free Trial

Or reach out to us directly. Real reply within hours, not weeks.