Money-in-Motion dashboard
Surfaces prospective clients for a financial planner from SEC filings, layoff notices, and court records, matched into one prioritized list.
Read case study →Permits, filings, new businesses. We build systems that turn scattered public records into qualified leads in your CRM.
Permits, filings, licenses, and website changes show who's growing, moving, or changing, often before they start shopping.
Those signals are spread across county portals, state databases, and company websites, each in a different format.
Because it's hard to connect, few businesses use it, and that's exactly what makes it valuable.
Who your best customers are, how you find them today, and what was happening in their world right before they bought.
We identify which public events predict a buyer for your business, and where those records live.
We design and build a system around your signal map, connected to the tools you already use.
Your system delivers qualified prospects where your team already works. Support plans keep it running, and expansions are scoped as you grow.
Your sources and setup are defined together in discovery.
Prospects found through the signals that matter in your market, not a generic list.
Each prospect comes with why they qualify, so your team knows what to say on the first call.
Designed for how you sell, and delivered where your team already works.
Systems built and used in real sales work.
Surfaces prospective clients for a financial planner from SEC filings, layoff notices, and court records, matched into one prioritized list.
Read case study →Builds a profile of each California solar installer: where they work, what each project was supposed to deliver, and how much capacity and power it actually delivered.
Read case study →Scrapes and screens prospect websites against fit criteria, used in a live outbound sales role to cut research time.
Read case study →Tell us who your best customers are. In 30 minutes, you'll leave with a written map of the signals that predict your next ones and where to find them. It's yours to keep, whether or not we work together.