How It Works

A done-for-youlead outreach system

Four steps run quietly in the background so a predictable stream of qualified conversations shows up on your calendar.

  1. 01

    Source

    We identify and verify the right decision-makers for your market — owners, investors, and operators worth your time.

  2. 02

    Infrastructure

    We set up the sending infrastructure and systems so outreach lands reliably and scales without hurting your reputation.

  3. 03

    Omnichannel Outreach

    Personalized messaging goes out across email, LinkedIn, and SMS — consistent, on-brand, and always following up.

  4. 04

    Qualify & Book

    Interested prospects are qualified and booked straight onto your calendar. You just show up to the conversation.

Everything we handleso you don't have to

From the data to the deliverability to the daily follow-up, the full outreach engine is built, run, and optimized for you.

Unique Lead Sourcing

We source unique, verified leads of decision makers across the real estate industry, filtered by role, geography, and asset class. This is the foundation everything else is built on — a clean, targeted list of people who actually sign deals.

Role & Geo FilteringVerified ContactsAsset-Class Targeting

Domain Purchasing & Setup

We find and purchase dedicated sending domains, then configure SPF, DKIM, and DMARC for strong, protected deliverability.

Domain Warm-Up

Every inbox is warmed gradually before it ever touches a prospect, protecting your primary domain and keeping you out of spam.

Campaign Messaging

We generate personalized, role-aware campaign messaging for each channel, so a broker hears something different from a developer.

Outreach & Optimization

We run the outreach campaigns and continuously optimize copy, targeting, and cadence based on real reply data.

Omnichannel Setup

Coordinated outreach across email, LinkedIn, and SMS so prospects hear from you on the channels they actually respond to.

Automated Follow-Ups

Multi-step, automated follow-up sequences on every channel so no lead ever goes cold from a missed touch.

Tracking & Reporting

All activity logged in a shared CRM/spreadsheet with clear weekly reporting on what the system is producing.

Continuous Optimization

Weekly review of the numbers to lift reply and booking rates, so results compound over time.

Example Setup

What the system looks like under the hood

We assemble a best-in-class stack around your goals — this is one example of how the pieces fit together. The exact tools flex to your market, but the flow stays the same: source, enrich, verify, and reach the right people, with everything synced to your CRM.

1Sources
LinkedIn Sales Navigator

LinkedIn Sales Navigator

Surfaces real estate owners, developers, brokers, and property managers by market and role.

Property & Ownership Data

Pulls decision-makers from public records and real estate data providers.

2Intake
M

Modal AI Strategies

Consolidates every source into one unified real estate lead pipeline.

3Enrich & Score
apify

Apify

Scrapes each lead's full profile and firmographic data.

Anthropic

Anthropic

Scores each lead against your ideal customer profile.

4Contact Lookup
Apollo

Apollo

Finds personal email, work email, mobile, and office phone.

5Verify
NeverBounce

NeverBounce

Verifies emails to protect deliverability and sender reputation.

Twilio

Twilio

Validates phone numbers to prevent carrier spam flags.

6Outreach & Replies
Instantly

Instantly

Runs personalized email outreach campaigns.

heyreach

HeyReach

Runs LinkedIn outreach campaigns.

Twilio

Twilio

Runs SMS campaigns and catches inbound replies.

Slack

Slack

Notifies the team of incoming replies in real time.

Two-way sync
Salesforce

Salesforce — System of Record

Every tool reads from and writes back to Salesforce. Contacts, lead scores, verification results, and all campaign and reply activity stay in sync in your CRM — so your team always works from one source of truth.

One message, every channel

Prospects hear from you where they pay attention. Every touchpoint is personalized to the recipient and stays consistent across channels.

Email

Personalized, deliverable sequences that reach the inbox.

LinkedIn

Professional outreach where decision-makers actually engage.

SMS

Direct, timely touchpoints that get fast responses.

Enhanced pipeline, Automated prospecting

Stop chasing leads and start taking calls. Book a short intro to see if Modal AI is the right fit for your business.