​

• Deep Agent Intake:

  • We learn your business, goals, and VIP clients to match our outreach to your unique style.

• Personal Introduction:

  • We introduce ourselves to your database to build trust before any outreach starts.

• Comprehensive Audit and Cleanup:

  • Duplicate records are merged, missing information is filled in, and DNC contacts are flagged.

• Contact Health Calls:

  • We reach out directly to verify and complete contact details, aiming for 80% or better completion for name, phone, email, and address. We start with a script, but every call is a real conversation. We build rapport, ask open-ended questions, and uncover the details that matter most to your business.

• Tagging and Segmentation:

  • Every contact is tagged for smarter, targeted follow-ups by county, client type, and opportunity.

• Custom Campaign Setup:

  • We launch tailored SmartPlans for each database segment, ensuring year-round engagement.

• 90-Day Reactivation Plan:

  • Old leads and dormant sphere contacts get re-engaged and start responding again.

• Warm Appointment Setting:

  • We use value-based conversations to book real appointments. No sales pitches—just authentic connections.

• Real-Time Documentation:

  • Every call, message, and response is logged in your CRM. You always know what’s happening.

• Elite Agent Reporting:

  • Weekly and monthly updates summarize all progress, wins, and actionable next steps.

​

Pricing for database management services is based on the number of contacts in the agent's CRM, as outlined in the package tiers. All packages include the same comprehensive suite of services, such as database scrubbing, tagging, outreach, and SmartPlan management. Variations between packages are determined by the number of contacts managed, daily outreach volume, and SmartPlans executed, as detailed in the provided fee structure. For additional customizations or services, such as mass data migration or personalized SmartPlans, additional fees may apply. Please refer to the package details for more information.