Workflow
Six stages. One serious system.
A clear operating model with every workflow step and decision point visible.
Exampleaccount list
3workflow steps
Auto-stopafter reply
EExample contact AIllustrative industrial account
replied EExample contact BIllustrative cold-storage account
opened EExample contact CIllustrative logistics account
sent EExample contact DIllustrative flex account
queued EExample contact EIllustrative distribution account
sent ✓ Illustrative interface — no customer or campaign data
01Broker onboarding
Capture who the broker is, what they represent, where they operate, and what outreach the system is authorized to run.
Broker profileExample market settings
Target accounts: Example list
- Territory and send limits locked before launch
- Asset-class context captured up front
- Permissioned setup instead of open-ended blasting
02Prospect intelligence
Work from fit score and signal, not raw volume. Verify before launch.
TargetingIllustrative fit criteria
Fit criteria: Illustrative
- Accounts ranked by market + asset fit
- Decision-makers verified before sequence attach
- Signal-first list building, not scraped volume
03Smart sequences
Multi-step follow-up built for CRE, with reply-safe suppression and send control built in.
SequenceExample three-step draft
Sequence: Draft
- Delay days and send caps enforced
- Reply suppression wired into the sequence
- Built for broker cadence, not SDR spam
04Tenant inquiry
Tenants browse, submit requirements, and enter the system through a structured flow.
InquirySample requirement
Inquiry: Example
- Tenant need summary attached to each inquiry
- Broker sees context before responding
- Inbound lives beside outbound in one system
05Inbound match
Brokers see fit-scored inquiries, respond in-platform, and keep context attached to the opportunity.
MatchIllustrative scoring
Match logic: Example
- Scored against profile and market focus
- Operator can review before follow-up
- Clear next action instead of inbox chaos
06Close the deal
Both sides have cleaner context, better follow-up history, and a clearer next step toward a tour or deal conversation.
Deal stageSample pipeline stage
Deal stage: Sample
- Shared record of what happened
- Campaign context carries into the deal
- Closer to system of record than marketing layer