Service 02 / 04
Outreach & Lead Generation Automation
Outreach with a defined cadence instead of memory. Every attempt is logged, every reply is routed to a named owner, and the objective is always the meeting, not the blast.
No pricing before we hear the scope. A partner replies the same business day.
What it covers
01Email-first sequences with every touch on the record
02Messages segmented and personalized by sub-vertical
03Replies routed to a named owner
04Calls and texts added only where consent supports them
Sample, illustrative data
A cadence, not a blast.
01Contacts are segmented by sub-vertical, consent confirmed first.
02Each segment runs its own cadence, email first, every touch logged.
03Replies reach a named owner with the history attached. Opt-outs are honored.
04Success is counted in booked meetings, not volume sent.
- Day 1Email1,456
- Day 3Email1,402
- Day 6Call task184Consent on file
- Day 10Email1,318
- Day 14Last note1,270
Replies, routed
Touches logged
5,630
Replies
86
Meetings booked
19
Method
How it runs.
Four stations, in order, on every engagement.
Consent first
Every contact's consent basis is confirmed before anything is sent. Email goes first.
Deliverability engineering
Domains, warm-up and sending limits are set up so messages land in the inbox.
A defined cadence
Each segment gets its own sequence, timed and written for the person reading it.
Replies to a person
Every reply reaches a named owner with the full history attached, ready to book.
Before and after
From memory to cadence.
After
- Email-first sequences with every touch on the record
- Messages segmented and personalized by sub-vertical
- Replies routed to a named owner
- Calls and texts added only where consent supports them
Before
- Follow-up runs on whoever remembers
- Touches go unlogged, so nobody knows what was sent
- Replies wait in a shared inbox
- Success measured in volume sent
Drag the handle, or focus it and use the arrow keys.
Industries
Where it applies.
- Residential brokeragesReplies to new portal and website leads on a defined cadence, with every touch logged.Industry page
- Mortgage firmsFollow-up that reaches every borrower the moment the numbers move, email first.Industry page
- Private lendersDefined follow-up for brokers and borrowers, every touch logged.Industry page
- Property managersRoutine replies and reminders automated, with a named person for everything else.Industry page
Questions
Asked first.
01Do you text or call our contacts?
Email goes first. Calls and texts run only where the client's consent records and Do Not Call status support them.
02Whose name do messages go out under?
The client is the sender of record, and confirms the consent basis for each contact before a campaign launches.
03What counts as success?
Booked meetings. Every touch is logged so the cadence can be tuned against replies and meetings, not volume sent.
Service 02, next step
Every touch logged.Every reply owned.
Every system is built to consent, security and review standards. Read how we handle trust.
No pricing before we hear the scope. A partner replies the same business day.