Service 03
CRM and database
Your database stays clean, current, and actually useful.
CleanTaggedCurrent
Contact groupNext touch
Past clientsHome anniversary
SphereNewsletter
Reactivation listFollow-up
CallsTextsNotes
Most agents are sitting on a database worth more than their next three leads. It is just not in a state anyone can use.
What gets handled
The work, listed.
- Contact entry, dedupe, tagging, and hygiene
- Log calls, texts, and notes after activity
- Build and maintain drip campaigns
- Birthday, home anniversary, and holiday touches
- Past-client reactivation lists
- Sphere segmentation and list pulls
Who this one is for
If this sounds like your week.
- Agents with a CRM they pay for and do not open.
- Agents whose past clients have not heard from them in over a year.
- Anyone who has three contact lists and no idea which one is right.
How it works
Four steps, every time.
01
We get access and look at what is there.
Duplicates, dead records, missing tags. We tell you what we find.
02
We clean it.
Deduped, tagged, segmented into lists you can actually use.
03
We keep it logged.
Calls, texts, and notes go in after the activity, not three weeks later.
04
We keep the touches running.
Birthdays, home anniversaries, holidays, drips.
Put your database back to work.
Tell us what needs organizing, updating, or following up. We will map out the support you need.