Know Your Prospects'
True Buying Power
Three core services designed to qualify leads, integrate with your CRM, and automate your sales process.
Affluence Intelligence & Buyer Qualification
Know which prospects have the financial capacity to become clients with our multi-dimensional scoring system.
Smart AI Workflows
Automate follow-ups and prioritize your best leads with intelligent AI systems.
CRM Integration & Auto-Scoring
Automatically qualify leads the moment they enter your pipeline with real-time affluence scoring.
Audit → Score & Qualify → Integrate & Automate
A proven framework that turns your prospect list into a prioritized pipeline.
Audit
Quick review of your CRM, prospect database, and current qualification process to identify opportunities.
Score & Qualify
Every prospect is evaluated through our affluence intelligence system, generating a 0–100 score from our proprietary engine and carefully curated data portfolio.
Integrate & Automate
Connect to your CRM for real-time scoring, set up automated workflows, and focus your team on qualified prospects.
Ready to get started?
Book a discovery call to discuss your specific needs and see how our services can help you grow.