How we brought it together
One focused queue brings discovery, public website research, opportunity evaluation, draft preparation, and follow-up tracking together.
Local Opportunity Engine
Local research. A considered next step.
THE PROJECT
What we built.
A private research queue for public business profiles and human-reviewed outreach drafts.
Research notes, draft preparation, and follow-up status were scattered across separate tools.
- Public business research
- Opportunity evaluation
- Human-reviewed draft preparation
- Status and follow-up tracking
The experience
A repeatable internal workflow with human review before any contact decision or external message.
Internal workflow shown. No private client information is shown. This is not an automatic mass-outreach tool; every message requires human review.
A CONVERSATION FIRSTLet’s build the
Let’s build the
right thing.
Tell us what takes too much time,
or what your customers need to do more easily.