From public signal to reply

A visible workflow your team can inspect at every step.

Research stays attached, decisions stay human, and every reply comes back to the same operating record.

Six connected stages

Nothing disappears between discovery and follow-up.

Each stage creates a visible handoff, so your team can see what the system found, what it inferred, and what a person approved.

01

Opportunity

Search companies by business type and location through Hunter, then review their fit in your queue.

02

Research

The original source stays attached while relevant timing, project, and property context is organized.

03

Contact

The likely decision-maker is matched to the company and checked before a draft is prepared.

04

Draft

The outreach draft uses only supported facts, your services, and the tone your company selected.

05

Approval

A person edits, approves, or skips every first message. No silent first-touch sending.

06

Reply

Replies are classified and returned to the same lead record so the next action is obvious.

The decision point

The system prepares. A person decides.

Every first-touch message reaches a review state with its recipient, subject, body, and evidence visible together.

Review the safeguards
TOD. FerreiraFacilities Director · verified
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