All industry playbooksThe full directory, six practices

Business brokerageSeller readiness scoring, buyer qualification, NDA triage, OM drafting CPA, CFP and accountingDocument chase, advisory opportunity detection, client and planning intake CRE brokerageOwner and tenant prospecting, lease expirations, BOV drafting CRE capital marketsBorrower sourcing from maturity signals, lender matching Property managementMaintenance triage, vendor dispatch, owner reporting, leasing Sales and outreachTurn a large contact database into individually written outreach

Workflows

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Services Pricing Process Industry Playbooks

Business brokerage CPA, CFP and accounting CRE brokerage CRE capital markets Property management Sales and outreach

Workflows Book a Call nolanscottteam.com ↗

Automation Breakdown · Make.com Scenario

Professional Directory Scraper

Point it at any professional directory and it builds a contact database on a schedule: attorney bar listings, law-office rosters, CPA societies, networking and trade associations, state licensing boards, chamber member lists. Claude reads each roster page, Firecrawl scrapes each profile, and every new professional lands in Close CRM and a master sheet, deduped against everything already captured.

any directory as the source

3 Claude calls per run

0 profiles scraped twice

2 destinations · CRM + sheet

True AI automation isn’t one clever workflow. It takes 20 to 40 workflows working together to make a real impact on a business. That’s what we do: a Rolodex of 100+ automations across different CRMs and platforms, ready to be custom-built for your specific CRM and software stack.

The Workflow

Scroll sideways · click any module for its explanation

NEW

KNOWN

IN CRM

DUPE

Source-agnostic by design

Attorney bar listings, law-office rosters, CPA societies, trade associations, networking groups, state licensing boards, chamber member lists, swap the URL, keep the machine.

Claude instead of selectors

Traditional scrapers break when a site changes its HTML. Claude reads the page like a person, so the same scenario survives redesigns and works across wildly different directories.

A\

Anthropic Claude

build target list

≡

Iterator

one page each

FC

Firecrawl

scrape roster page

A\

Anthropic Claude

extract the roster

≡

Iterator

one professional each

GS

Google Sheets

already captured?

FC

Firecrawl

scrape profile page

≫

Skip

already known

A\

Anthropic Claude

extract contact info

C

Close CRM

create a lead

≫

Skip

already in CRM

C

Close CRM

create a contact

GS

Google Sheets

add a row

≫

Skip

dupe row

◈

The scraper at a glance

Click any module to see exactly what it does. The chain reads left to right: walk the directory, extract the roster with Claude, dedup, scrape each new profile, and sync contacts into Close CRM and the master sheet.

Anthropic Claude

Firecrawl

Google Sheets

Close CRM

Flow control

Skip (dedup)

How It Works

Roster in, CRM-ready contacts out

01 · Harvest

Claude reads the roster

On a schedule, Claude builds the target list, which directory pages to walk this run, and Firecrawl scrapes each roster page. Claude then extracts the professionals from the raw page: names, firms, titles, and profile links, regardless of how the directory happens to format them.

02 · Enrich

Profile pages, deduped

Each professional is checked against the master sheet first, anyone already captured skips instantly, so no profile is ever scraped twice. New people get their profile page scraped in full, and Claude extracts the contact details: email, phone, firm, location, specialties.

03 · Sync

CRM + master sheet

Every new professional becomes a lead and contact in Close CRM, skipped if they already exist there, and a row in the master sheet. The result is a growing, deduplicated network database that builds itself: swap the source URL and the same machine works any directory.

Next example: Inbox Labeler →

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