01
Discovery & Diagnosis
We review your current CRM, spreadsheets, contact sources, engagement plan, analytics, leverage, and tech stack to identify gaps and risk.
DatabaseYour database isn't a list.
Your database isn't a list.
It's the operating system of your business.
We install a Behavior Driven Lifecycle framework that turns your contacts into a governed, segmented, measurable relationship engine, with the workflows, automation, and accountability to keep it that way.
What 'Behavior Driven Lifecycle' Means
Most agents have data. Very few have governance.
Behavior Driven Lifecycle is how we take raw contacts and install logic:
- Who is eligible for which message (and why)
- How contacts move between segments (based on behavior)
- What the agent should do next (without overwhelm)
- How we identify hand-raisers and protect raving fans from email fatigue
This replaces chaos with clarity, and gives you a platform you can scale.
Free Assessment
Does your database need a cleanup?
Most agents don't realize how much revenue is hiding inside a messy, unsegmented database. Take our 2-minute quiz to find out if your database needs to be cleaned, segmented, and governed, before another quarter slips by.
Take the quiz
Platform Clarity
From chaos to a governed system
We install the rules, structure, and automation that turn raw data into a working platform so you know exactly who to call, when, and why.
The Process
How it works
01Introductory Call
This call is to go through the who, what, and why of LAUNCH Data and Analytics to make sure it is a fit for the agent's needs. This call covers the different packages, and the level of need the agent has.
02Contract Sign-Up
Start by signing the LAUNCH Data Analytics contract. We'll walk you through the onboarding process and get you set up.
03Discovery Call
Our team will conduct a discovery call to understand your specific needs and tailor the database accordingly.
04Database Buildout
Within the next 4 weeks.
05Marketing Automation
Leverage our marketing automation to engage your leads consistently and effectively.
06Close More Deals
With a targeted lead database at your disposal, you'll be better positioned to close more deals and grow your business.
What we do
We deliver database infrastructure in four phases.
02
Governance Build
We apply governance rules: deduping, standard fields, lifecycle tags, operational tags, source tracking, and permission-based communication structure. (What most people call 'scrub.')
03
Lifecycle Deployment
We implement the lifecycle model inside your CRM (Go High Level). This includes segmentation, eligibility rules, call list workflows, SmartPlan logic, event eligibility, and automation triggers.
04
Optimization & Accountability
We audit monthly engagement signals, SmartPlans, lifecycle movement, and AI hand-raisers. We keep the platform healthy so it doesn't drift back into chaos in 90 days.
Deliverables
What you receive
Baseline Deliverables
What we receive + install first
- Live CRM access (no screenshots, live data only)
- Live spreadsheets: deals, lists, tracking sheets (secure links)
- Phone + email contacts source files when applicable (CSV/export)
- Current engagement plan: cadence, events, pop-bys, newsletters
- Newsletter analytics + email platform access (if separate)
- Current leverage map: who is doing what today
- Additional technology list + logins (Twilio, SendOutCards, etc.)
- Secure cloud folder established as point-in-time archive (source-of-truth reference)
Milestones & Turnover
What completion looks like regardless of database size
- Lifecycle model deployed with governance rules documented
- Tag dictionary + definitions delivered (strategic + operational)
- Lifecycle segmentation installed (SmartViews / lists / filters)
- Event eligibility rules defined (events are never tags)
- Database reactivation workflow installed for cold segments
- Agent prompt cadence operational (call lists, new leads, hand-raisers)
- Monthly analytics review cadence established and assigned
- Turnover packet: SOP + glossary + cadence + QA checklist
Service stack
Full Service
Managed Database Service
We run your database and the support around it.
- A dedicated partner who oversees everything and keeps it on track
- A virtual assistant team assigned by role
- Help getting your listings out and managed
- Social media and print marketing done for you
- A newsletter sent twice a month to your sphere and full database
- AI tools working behind the scenes under your brand
- Bookkeeping (coming soon)
Database Only
Database Build and Cleanup
We fix your database and set it up to work for you.
- We review your contacts and find what's broken
- We clean it up: remove duplicates, fix fields, track where contacts came from
- We organize contacts into groups and set up automatic follow up
- We reach back out to contacts who have gone quiet
- We check in monthly so it stays clean and you know who to call
Accountability Built In
We don't just build it, we keep it running.
Monthly optimization audits, hand-raiser monitoring, and lifecycle reviews ensure your platform doesn't drift back to chaos in 90 days. This is an ongoing infrastructure relationship, not a one-time cleanup.
FAQ
What's the difference between a 'scrub' and lifecycle deployment?
Scrub is cleanup. Lifecycle is governance + operating logic that stays in place.
Do you delete contacts?
No, unless requested, marked spam, or intentionally archived by the agent for behavior-based reasons.
Do you create event tags?
No. Events are invitations based on eligibility rules (sphere, past clients, bought/sold, etc.).
What if my database is huge?
Scope is lifecycle deployment, not size. The model is built to scale.
Can you work with my existing tools?
Yes. We integrate what matters, and we document what is 'system of record'.
Ready to build your platform?
Protect your agents. Govern your database. Scale with The Option.