Services that scale
your business
Three core services designed to upgrade your data, automate workflows, and drive appointments.
Enrichment & Audience Building
Augment your CRM with external wealth and property signals, score contacts, and deliver a Top 1,000 audience.
AI Integrations
Automate lead triage, responses, and data workflows with practical AI.
Targeted Ad Campaigns
Build precise audiences and optimize campaigns for maximum conversion.
Audit → Enrich & Rank → Automate & Launch
A proven framework that gets you from messy data to profitable campaigns.
Audit
Quick review of your CRM, lead sources, and campaigns to surface gaps.
Enrich & Rank
Fuse external signals (ACS income, IRS AGI by ZIP, Zillow ZHVI, domain tier) and produce a 0–100 Wealth Score with confidence.
Automate & Launch
Push your Top 1,000 into Meta/Google audiences, wire up follow-ups and triage, then optimize weekly.
Ready to get started?
Book a discovery call to discuss your specific needs and see how our services can help you grow.