How It Works: Automated, Traceable Outreach You Control
Use your own CRM events and data to trigger physical outreach you can track, measure, and improve. Every workflow keeps your data visible, exportable, and under your control.
Key Definitions
- crm_event
- A real action in your system that can trigger mail, like estimate follow-up, service completion, or lapsed account.
- custom_filtering_algorithms
- Rules that optimize who receives mail and when, using geography, spend, cadence, and suppression lists.
- tracking_insights
- Dashboards and exportable logs that show per-piece IDs, print status, scans, delivery confirmation, and outcomes.
- integration_suite
- The initial connection between your systems and the mail automation so data flows cleanly and stays auditable.
- automation_maintenance
- Ongoing monitoring and improvements that keep the integration stable, accurate, and up to date.
- winning_together
- Optional performance pricing: unit discount with compensation aligned to verified profit signals.
Smart Mailer Automation
Trigger full-color postcards or letters from your CRM events. Filters reduce waste; dashboards verify delivery; you own the logs.
1) Choose your CRM events
Pick lifecycle moments that should send mail: estimate follow-up, renewal window, lapsed customer, seasonal promo.
- data_you_provide
- Event type, contact and address fields, service history, send frequency windows.
- sme_input
- Who qualifies for outreach and how often.
- outcome
- Hands-free sends triggered by real customer actions.
2) Optimize before you spend
Use custom_filtering_algorithms to target timing, region, cadence, and suppression so budgets go where they matter most.
- data_you_provide
- Geography, last service date, revenue tier, suppression lists.
- outcome
- Fewer wasted sends, better deliverability, stronger ROI.
3) Print and track automatically
Printing and mail injection happen in the background. Your dashboard shows per-piece IDs, in-transit scans, and deliveries.
- outcome
- Live, exportable logs and visible delivery status you control.
Tip: add call tracking or QR landing pages to map responses back to mail IDs.
4) Measure response and ROI
Connect call tracking, bookings, or payments so conversions map back to send IDs for verified ROI.
- data_you_provide
- Conversion events, revenue markers, attribution windows.
- outcome
- Cost per result and ROI you can defend.
Custom Object Mailer
Send useful 3D-printed utility objects to priority prospects. Personalize with compliant public signals plus your CRM data, then measure lift against control groups.
1) Choose a trigger
Pick moments that warrant a higher-impact touch: post-demo, renewal window, VIP win-back, stalled opportunity.
- data_you_provide
- Contact info, company size, public profile link.
- sme_input
- Sales and marketing align on VIP or high-value criteria.
- outcome
- Sends at moments most likely to pay off.
2) Build the recipient profile
Blend your CRM fields with compliant public signals to personalize the object and message without overreach.
- data_you_provide
- Role, location, available interests, CRM notes.
- outcome
- Relevant personalization with privacy respected.
3) Select and customize the object
Pick an object form and a short message or engraving. Preview before sending.
- pricing_range
- $2–$10 per recipient based on spec.
- outcome
- A useful piece that remains in sight and sparks conversation.
4) Approve, ship, and track
Approve proofs online. Delivery events and scans appear in your dashboard with recipient IDs and timestamps.
- data_shown
- Recipient ID, status, delivery date.
- outcome
- End-to-end visibility and exportable logs.
5) Measure impact and lift
Link meetings, replies, or deals back to shipments to quantify lift versus control.
- outcome
- A tangible touchpoint with measurable pipeline impact.
Integration + Automation Maintenance
Connect your systems once, then run on reliable automation with transparent monitoring, uptime reporting, and exportable data. Initial build plus monthly maintenance.
1) Kickoff
Share platforms, fields, and the events that should trigger mail.
- data_you_provide
- API credentials, field map, event list.
- sme_input
- One RevOps or technical contact for sign-off.
- outcome
- Fast, accurate scoping and setup.
2) Integration setup
We connect systems and enable monitoring in the background; you watch progress via a simple checklist.
- outcome
- Mail automation online with health checks enabled.
3) Dashboard handoff
Get a live view of trigger status, delivery analytics, and exportable logs you own.
- outcome
- Full visibility across trigger-to-mailbox.
4) Monthly optimization
Review results, adjust filters, and remove waste. Receive a concise report each month.
- outcome
- Improved precision and stronger attribution over time.
5) Continuous improvement
Add connectors, expand metrics, and ship BI exports as needs evolve.
- outcome
- A future-ready stack with transparent performance.
Winning Together: Performance-Based Pricing
Prefer to align cost with outcomes? With Winning Together, unit price is discounted, and compensation aligns to verified profit signals using transparent attribution and exportable logs.
How eligibility works
- data_you_provide
- Attribution markers, conversion definitions, revenue logic.
- alignment
- We agree on tracking scope, discount level, and payout structure.
- outcome
- Shared incentives tied to measurable lift.
Ready to see your mail in motion?
Bring one real CRM event. We will map it to a traceable send with clear attribution so you can validate ROI quickly.