Filing to first conversation.
How a public record becomes Monday morning, and how the managed email service runs when we do the outreach. Both halves, including the slow parts.
From filing to your board, four steps.
A filing lands in the public record
An insurance cancellation on a federal thirty day clock. A 100+ life group approaching renewal. A CMBS loan coming due. All filed, all public, all dated.
We read it, date it, and cite it
Daily for carrier insurance, weekly for benefit plans, monthly for loan disclosures. Every row keeps its citation, so you can check any of it before anyone is contacted.
It ranks on your board
One board per territory, sold once, ranked by the clock. Row one is Monday morning, and if the record is quiet, the board says so.
A fresh issue lands weekly
What is new, what is coming due, what changed. A past issue is free.
Your side of a board: pick your territory, read it, make the calls. Nothing to set up, nothing to approve, no term. That is the whole of it.
Ninety days, and the first three weeks are build.
Everything from here down describes the MANAGED SERVICE only. If you are buying a board, you are already done: the four steps above are the entire product.
New domains earn their reputation before they carry volume. Skipping that is how campaigns land in spam, permanently.
- Days 1 to 2
Domains and authentication
Domains that carry your name without being your primary domain, with SPF, DKIM and DMARC configured. That is what tells a receiving server the mail is genuinely yours.
- Weeks 1 to 2
Warmup, list, and approval
Mailboxes warm on a rising schedule while the list is built and verified against each company’s own website, and you approve every word of the sequence. Nothing has been sent yet.
- Weeks 2 to 3
Sending begins, quietly
Volume ramps rather than starting at full rate, watched for bounce and spam signals before anything scales. Replies come straight to you.
- Weeks 3 to 12
Run, read, adjust
Targeting and copy change based on what the replies actually say, each change approved by you. You get what was sent, what bounced, and what answered.
Four things we need from a service client.
- A definition of a good prospect. What you want and what you would turn down. Half an hour, once.
- A do not contact list. Existing clients, active prospects, competitors, anyone you would rather approach yourself.
- Copy approval. Reading a short sequence and telling us what is wrong with it. Recurs whenever copy changes.
- Answering your replies. The one thing nobody can do for you. A campaign that generates conversations nobody answers is worse than no campaign.
Start with the board, or start with the work.
The board is $249 a month, and a past issue is free. The managed service is $2,500 a month, founding, board included.
See pricing See a sample issue