Revenue OS

First, it maps everyone you're already connected to

When you have customers, you have connections and ideal leads. Connect your socials, your LinkedIn and all your pages, and your CRM if you want to (we recommend it). The agent finds out who's there, matches the same person across every place, and builds one living contact card for each of them.

1. Connect what you have

   Your socials, your LinkedIn, all your pages, and your CRM if you want to. You plug it in on your end and it does the looking.agent · on your own private computer

2. Match the same person everywhere

   Dan in your CRM, Dan on Facebook and Dan on LinkedIn become one Dan, with every source on his card.agent · matches, flags anything unsure

3. Sort every card into three lists

   Partners to reach out to, leads to re-engage, and connectors who can bring people in.agent · primed to your process

4. Start the conversations

   Your Revenue Partner reaches out on each list, keeps the conversations going, and maps who each new person knows.agent · a person approves

Every person has a living contact card

This is what makes every conversation different. Before anyone messages a person, their record becomes a card: who they are, where you know them from, who they serve, who they know, what they want, what was promised. Every message is written from that card, and every reply and every recorded call adds to it. No two conversations are the same, because no two cards are.

1. Before the first text

   The record becomes a card: every place you know them from, tier, join date, last deal, source, manager, linked to their hubs and to the people they know. Thin records are flagged, never guessed.automatic · no AI for plain fields

2. The first text is written from the card

   One true detail from their record, who's writing and why now, and one question. Never a past conversation that didn't happen.agent drafts · a person approves

3. Every reply adds to it

   Facts go onto the card with their source and date. The next message asks for the most useful thing still missing, never something it already knows or just asked.agent · every 20 minutes

4. Every call adds to it

   The recording's transcript is read; facts update the card, and every promise becomes an open loop and a task with a due date.phone calls or any video recorder

5. The card becomes a plan

   Once it's complete enough: who they serve, what their clients need, which of your offers fit, and the next 30 days. The manager walks them through it on the next call.agent drafts · manager presents

Every card is yours. You can open it and read it like a note, it links to the person's tier, niche, manager, calls and connections, and the details your team uses every day stay in step with the records you already keep.

Your network, mapped: who knows who

Once every person has a card, the cards connect. You can see who knows who, who works where, and which of your people sit next to the business you want. This is the 339 partner types, pointed at your own network: the realtor who knows the buyers, the bookkeeper who knows the owners, the agency that already serves your customers.

Then it suggests your next connections

Now you can orchestrate your relationships instead of remembering them. Every morning the agent suggests who to reach out to, why now, and the path: you know them, you both know someone, or someone you know knows them. You say yes, and it starts the conversation.

Every relationship has a lifecycle, and the agent keeps it true

It doesn't stop at reactivation. A person moves from your network into a conversation, into a customer, into a referral partner, into a growing account, and then their network becomes yours to map. "Silent" means no reply and no deal; a reply or a deal brings them straight back.

flowchart TD
  N[In your network] -->|mapped · card built| C[Contacted]
  C -->|replies| V[In conversation]
  V -->|books or buys| K[Customer]
  K -->|asked for referrals| RP[Referral partner]
  RP -->|sends business| P[Producing]
  P -->|more services · more deals| G[Growing account]
  G -->|their connections mapped| T[Their network]
  T -->|warm intro| C
  V -->|45 days silent| Q[Quiet]
  P -->|no new business| Q
  Q -->|90 days silent| D[Dormant]
  D -->|180 days silent| X[Dead]
  Q -->|replies| R[Reactivated]
  D -->|replies| R
  X -->|replies| R
  R --> V

Every yes opens a new network

This is the growth accelerator. A referral isn't the end of the relationship, it's the start of the next map. When someone says yes, the account grows, and the people they know come into view.

1. Someone says yes

   A customer books, a partner sends a deal, a creator wants to collab.agent · alerts you the same hour

2. The account grows

   More services, more deals, a bigger relationship. The card records what they bought, what they need next, and what was promised.agent drafts · you or your manager present

3. Their connections get mapped

   Who they work with, who they serve, the groups they're in, the people you now both know.agent · automatic

4. Warm intros get suggested

   "You know Dana. Dana knows 14 trucking owners." Every suggestion shows the path and the reason.agent suggests · you choose

5. New conversations start warm

   Each new person gets a card, a first message written from it, and a place in the lifecycle. Then it starts again.agent · a person approves

The rhythm: nobody goes more than two weeks without hearing from us

One partner's month. Customers, partners and the people you've reconnected with all stay on a rhythm. Touches alternate SMS and email. Offers rotate between something new, a growth service, an event, and a partner incentive.

The daily loop: a short list and ready drafts by 8am

This runs every weekday on a schedule. The manager's job shrinks to reading one card, editing if needed, and approving.

1. Health check

   Everything connected, outbound not frozen, today's send counts.agent · automatic

2. Sweep and retag

   Every person is scored for silence. Lifecycle tags and pipeline stages are updated. Silent 30+ and 90+ are counted. New connections from every source are matched onto their cards.agent · automatic, audited

3. Build today's queue

   "Check back with me" follow-ups first, then warm intros from the network map, then 60+ day check-ins, with past producers ranked highest. Capped at 40 per day; the rest roll over.agent · automatic

4. Draft personally

   One message per person, from their profile, niche, source, last deal, and their own last words to us.agent

5. One approval card

   The whole batch is locked and sent to you in one place. Nothing leaves until a human approves it.manager · one click

6. Send and record

   Messages go out on the channel each person actually uses, last-touch dates update, follow-up tasks close, and the day is written to each card.agent

7. Bulk cadence

   Bi-weekly touches, monthly offers, and reactivation go out automatically, under a standing approval with a daily cap that expires.agent · within manager's limits

Conversations turn into next steps within the hour

Reply triage runs every 20 minutes. Every reply updates that person's card. The agent drafts the response, and the manager approves it in the next card.

Value first: growth services and events

People send more business when you've helped them first. Partners send more deals when they have more leads. The agent offers help, queues it, and tracks it to delivery.

Primed to your process, built for any business that runs on relationships

The agent learns your offer, your customers, the way you talk and the way you sell. Then it maps the people and partners that matter in your world. Here's what it goes after first in six of them.

Who does what

Guardrails, built in

Compliance built into the send path: SMS carries opt-out language and only goes out 9:00 to 20:00 in each recipient's own time zone, STOP means do-not-contact forever, and a lint blocks "guaranteed", "no credit check", and stated rates. The demo runs in demo mode, where only designated test contacts receive real messages.

One slice of it: 30 days on 253 partners

The partner side of the network, run day by day through the same engine the live agent uses: sweep, approvals, sends, reply triage, deals, newsletter, events. Reply rates are set at 22% for personal messages and 7% for bulk, stated so you can judge them.

The 253 partners are synthetic, so nobody was contacted; the engine and every rule are the real ones. The projection scales the run linearly and is only as good as its reply-rate assumptions. At full scale the personal queue is capped at 40 per day per manager, so personal volume grows with manager seats, not linearly. The live demo runs the same engine on a demo account.