Continuously updates CRM records with new data points such as job changes, funding rounds, and strategic events. Tailored for Liberty Horizons, this system ensures accurate and actionable data for financial strategizing and decision-making.

Creates hyper-personalized outbound messages at scale using AI-driven insights. Given Liberty Horizons' customer-centric services, this system enables targeted communication with Canadian entrepreneurs, increasing engagement and client acquisition.

By automating tailored outreach, this reduces manual effort and aligns marketing efforts with sales objectives, mitigating gaps in team alignment.

Automatically sequences follow-ups on sent proposals via multiple channels. For Liberty Horizons, this system ensures consistent engagement with clients post discussions, improving conversion rates.

Streamlined follow-ups reduce delays in the sales cycle and enhance client retention, directly supporting the organization's efficiency and responsiveness.