Funnel snapshot Existing-client filter on
This quarter's outboundSample
Recent activity
How the system runs
1

Build the agent database

Pull active agents from each brokerage along the corridor and verify emails. New agents added quarterly as they enter the market.

2

Smart exclusion

Existing clients are tagged in the CRM and never emailed. The list updates automatically when new accounts are added.

3

Quarterly send

Once per quarter we send a brand-awareness email from your domain. Throttled across 5 to 10 days to protect deliverability.

4

Track and convert

Every open, click, and reply lands in the inbox. New agent contracts get tagged "client" automatically and drop out of future sends.

Schedule Q2 sends in 12 days
AgentBrokerageCityLast touchStatus
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Auto-exclusion is on. When a new agent first books an install with you, they're tagged here and removed from future outreach sends. No manual list management needed.
AgentBrokerageCityLast bookingBookings (12mo)Lifetime $
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The 401 corridor
Regional breakdown
CityAgentsExistingEligible
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Agents in DB
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Emails sent (90d)
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Replies (90d)
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Existing excluded
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Stage breakdown
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