Research, qualify, prepare outreach, approve, hand off, call, capture evidence, and move the next action forward through one controlled system of record.
Quick-search the wealth contact database, then add a lead into the sales system of record without inferring consent or eligibility.
| Contact | Firm | Location | AUM | Reach | Source |
|---|
Owned prospect records, consent flags, qualification state, timeline, and next action.
| Contact | Company | Email / Phone | Status | Gates | Controls |
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Compose through controlled policy, inspect quality, approve, and hand off only when execution is explicitly enabled.
| Created | Prospect | Channel | Status | Quality | Draft | Controls |
|---|
System-owned call queue, approval, scheduling, briefs, and runtime instructions.
| Priority | Prospect | Phone | Status | Scheduled | Attempts | Controls |
|---|
Call state, outcomes, summaries, transcript turns, QA, appointments, and next action.
| Created | Prospect | Status | Outcome | Duration | Next action |
|---|
A working queue for what needs to happen next after research, outreach, and calls.
| Due | Prospect | Task | Priority | Next action | Owner |
|---|
| When | Prospect | Status | Timezone | Notes |
|---|
Suppression wins. External actions remain approval-gated and fully auditable.
| Time | Event | Entity | Details |
|---|