Features

    AI-assisted Routines

    Give every group of contacts a clear relationship playbook.

    4 capabilities · Lists define the audience. Routines guide the work.

    How it works

    1. Define the audienceBuild a List around the contacts you want to work.
    2. Write the RoutineSet the cadence, tone, and goals with Lumo.
    3. Review the next stepsFollow progress and decide which proposals go ahead.

    What's included

    Lists

    Build contact groups from filters and instructions. Membership can update as your records change.

    Routines

    Set who to work, how often, in what tone, and what counts as done. Co-write the instructions with Lumo.

    Context-aware proposals

    Use the contact history and your Routine instructions to prepare relevant next steps for review.

    Progress and control

    Follow each contact through the Routine and pause or adjust the playbook when your priorities change.

    Understand and work your relationships

    Stakeholder Mapping

    Understand the people behind an account and the relationships that connect them.

    Roadshows & Events Database

    Plan in-person relationship work around relevant places and industry events.

    Relationship Building

    Keep the context that matters and plan each follow-up around the people you want to reach.

    Lists

    Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.

    Further reading

    See it on your own data

    Start a trial, or book a short call and we will walk you through it with your own workflow.