Prepare.
Choose the audience, campaign content, timing, and planned budget.
YOUR LEAD STUDIO
Find the home with the need.
Make your marketing specific.
Identify. Align. Market. Serve. Refine your territory to individual homes, match the service to their needs, and see the results of the campaign—all with exclusive market access.
01 / YOUR MARKET
Your market.
Your exclusive advantage.
Within your agreed market, you’re the only company with access to this precise identify, align, market, and service tool. Your competitors in that market don’t get access to the same tool through us.
- Exclusive access to the tool throughout your agreed market.
- Align territory with your service area and capacity.
- Keep market boundaries and exclusivity terms clear.
Final geography, lead access, and exclusivity terms are confirmed for each account.
02 / LEAD REFINEMENT
An entire market.
Refined to the individual home.
Find homes with the specific service need you want to address. Select water heaters over 20 years old for a water heater campaign, or furnaces over 20 years old for a furnace campaign. Direct that offer only to the matching homeowner audience.
- Refine by geography, equipment type, and recorded equipment age.
- Match the service and message to that home’s identified opportunity.
- Keep the campaign focused on the matching homes you select.
Equipment age and service opportunities are based on available records. Confirm current equipment and condition with the homeowner.
03 / CALENDAR & CAMPAIGN BUILDING
Give every campaign
a place in the plan.
Bring your marketing calendar and campaign preparation together. Know what’s coming up, who it’s for, and what needs to happen before launch.
- Map seasonal promotions and follow-up opportunities.
- Build campaigns around a selected audience and message.
- Review timing and planned spend before launch.
04 / AUTOMATED LAUNCHES
Plan ahead.
Put the launch on the calendar.
The intended workflow connects campaign preparation with scheduled launches, so approved campaigns can move forward at the right time.
Review.
Check the details and approve the campaign before scheduling.
Launch & follow through.
Use supported launch connections, then review customer activity and results.
Automation and launch channels require confirmation for your account. These examples describe the proposed workflow, not a live demonstration.
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