A private, PIN-protected field tool for your sales team. Verified local contacts, seasonal outreach scripts, and live tracking — all in one dark dashboard built for action.
How It Works
We research, verify, and build your playbook. Your team gets a private URL and a PIN. That's it.
We learn your service area, target referral types, and any existing relationships your team already has.
We identify and verify 30+ real local contacts — real estate agents, contractors, insurance agents, HOA managers, and more.
We build your private dashboard and write season-aware outreach scripts for every contact category.
Your team gets a private URL, a PIN, and a walkthrough. The playbook is live and ready to use from day one.
Features
Every contact is researched and verified — real phones, real emails, real Google Maps links. No guessing, no dead ends. Contacts are ranked by referral volume and seasonal priority so your team always knows who to call first.
Track every outreach attempt in real time. Set status (Not Started, Contacted, Meeting Set, Active Partner), log follow-up dates, add notes, and mark warm connections. Data syncs to the cloud so nothing gets lost.
Every category comes with three ready-to-use scripts — Email, Phone, and LinkedIn — written specifically for your business and the season. Summer scripts focus on HVAC and AC installs. Winter scripts shift to heating, boilers, and frozen pipes.
A hidden analytics panel (accessible via keyboard shortcut) shows outreach velocity over time, category performance, referral source breakdown, and daily snapshots. Built for your marketing team to track ROI without interrupting the field tool experience.
Industries
If your business grows through referrals from other local professionals, an Outreach Playbook will accelerate it.
We'll research your market, build your playbook, and have your team ready to reach out within days.
Request Your Playbook