How It Works

One connected system. Built in 90 days. Nothing breaks.

You want to understand the process before committing to a call. Here's exactly what we build, how we build it, and what the first three months look like.

Six Connected Capabilities

One system that does six things your current setup can't.

Win More Customers

Your ad platforms get real customer data instead of guessing. Better targeting means more of the right people see your ads and fewer of the wrong people waste your budget.

Know Who's on Your Website

We identify anonymous website visitors by matching them against a database of 180M+ business records. When someone's browsing your pricing page, you'll know.

Automatic Follow-Up

When someone visits a high-intent page, requests a quote, or abandons a purchase, the system triggers personalized follow-up automatically. No manual effort from your team.

One Customer Database

Every data source — website behavior, CRM, purchase history, email engagement, ad platforms — connected in one place. One profile per customer. One source of truth.

Smarter Advertising

Every ad platform gets the same customer intelligence. Suppress existing customers. Target lookalikes of your best buyers. Allocate budget to what's actually working.

Email, Text, and Outreach

Automated email and text sequences for onboarding, re-engagement, loyalty, cross-sell, and win-back. Not blasts — triggered by behavior and timed for maximum impact.

One connected system. One team. One invoice.
The Four-Step Flow

Four steps. One connected flow.

1

We Collect the Data

We install tracking on your website through Google Tag Manager. We connect your CRM, your invoicing system, and your existing ad platforms. Nothing changes about how your site looks or works.

2

We Connect It

All data goes into one customer database. Website visits, purchase history, email opens, ad clicks, CRM records — all matched so each customer has one complete profile instead of fragments.

3

We Identify Who It Is

Identity resolution matches anonymous visitors to real business records. Not cookies — a database of 180M+ records with company data, titles, and contact information.

4

We Put It to Work

Connected data flows into every channel: smarter ad targeting, automated follow-up, churn detection alerts, and real-time dashboards showing what's working and what isn't.

The First 90 Days

What the first 90 days look like.

1
Map and Connect
  • Data audit: what you have, where it lives, what's missing
  • Tracking installation: GTM setup, identity resolution pixels live
  • Data connections: CRM, invoicing/ERP, ad platforms connected
  • Baseline metrics established: current CPAs, churn estimates, traffic patterns
2
Build and Activate
  • Customer database live and ingesting data from all sources
  • First audience segments built and pushed to ad platforms
  • Identity resolution active: anonymous visitors being identified
  • First automated sequences deployed: follow-up and win-back triggers
3
Optimize and Measure
  • Performance data reviewed against baseline metrics
  • Ad targeting refined based on actual audience performance
  • Churn detection calibrated to your business's patterns
  • 90-day review: five-lever results vs. projections, Phase 2 recommendations
This Isn't the First Time We've Done This

Three implementation models. All three deployed at enterprise scale.

01
Connect What's Already There

At a national outdoor brand, the CDP stayed, the DSP relationship stayed, the identity resolution contract stayed. What changed was the data flow between them. Nightly batch exports became real-time event streams. The platforms didn't change. The orchestration layer underneath them did. Result: pre-season activation timing improved by 18 percentage points.

02
Replace What Isn't Working

At a national bank, the identity resolution model shifted from broad category seeds to micro-segmented behavioral outputs. Processed record volume dropped 30–45%. Match rates went up. Annual identity resolution cost fell by $11.4 million. Same vendor relationship, fundamentally different usage model.

03
Build It Right from the Ground Up

At a national retailer, the clean room's pilot infrastructure wasn't worth building on. The new environment was built fresh — operating continuously against the live data spine, enforcing compliance at the architecture level, and supporting four simultaneous use cases without manual configuration for each.

See the full case studies →
What Doesn't Change

This is additive. Nothing breaks.

Your advertising stays the same

Your Google Ads keep running. Your Meta campaigns keep running. We make them smarter by feeding them real customer data. We don't replace your ad platforms. We upgrade what they know.

Your team stays the same

We don't replace your marketing coordinator or your sales team. We give them better tools and better intelligence to do their jobs.

Your vendors stay the same

If your SEO vendor is producing results, keep them. If your web team is solid, keep them. We layer on top. We don't compete with existing providers who are doing good work.

Your data is safe

No personal information goes into ad platforms — only encrypted, hashed data. You own everything we build. Full portability. No lock-in. We meet whatever compliance standard your legal team requires.

Ethan Mercer
Ethan Mercer
VP Sales & Growth · Revenue Architecture

Ready to see what this looks like for your business?

30 minutes. Ethan will walk through the four-step process using your actual business. Your numbers. Your data sources. Your opportunities.

Book a 30-Minute Conversation with Ethan