How it works
Four steps. You
only do the last one.
Discover, enrich, monitor and reach out run quietly in the background. Your job is to approve the outreach and reply to the people who write back — about five minutes a day.
Discover
We surface best-fit prospects in your market, filtered to the niches and roles you actually serve — business owners, physicians, near-retirees, executives and more.
Enrich
Each prospect is layered with verified firmographics and wealth context. Net worth and income are modeled estimates to help you prioritize — never asserted as facts about a person.
Monitor
We watch for 12 money-in-motion life events. Detection is roughly 90-day batched — a considered signal designed for thoughtful outreach, not a real-time alert feed.
Marketing Hub
Agents build and run multi-channel campaigns across email, LinkedIn, handwritten notes and postcards. You review what's queued, approve it, and reply to the warm responses.
What we watch
12 money-in-motion moments.
These are the life events that tend to put real assets in motion. When one surfaces for a prospect in your market, they move toward the top of your Daily 3.
Detection is roughly 90-day batched. Wealth figures are modeled estimates, not confirmed facts.
Channels
Multi-channel, built and run for you.
Outreach goes out across the channels advisors actually get replies on. You approve before anything sends.
Personalized, compliant email sequences written for each prospect.
Connection notes and follow-ups timed alongside email.
Real pen-on-paper notes for your highest-value prospects.
Printed, addressed and mailed as part of a campaign.
On the roadmap.
Not available yetOn the roadmap.
Not available yetWe only advertise channels that are live today. SMS and voicemail are planned and clearly labeled until they ship.
Built to be honest
How we handle data.
You work in a regulated business. So we are precise about what 3 a Day is — and isn't.
Email, LinkedIn, handwritten notes and postcards. SMS and voicemail are future — we never advertise them as available.
Detection is roughly 90-day batched across 12 money-in-motion life events — a considered signal, not an alert.
Net worth and income figures are modeled estimates to help you prioritize — not asserted facts about a person.
Prospect data is accuracy-checked before it reaches you, and your information stays private — CCPA / GDPR compliant.
See a sample day for your market.
Pick your niche and market on the homepage and we'll generate an illustrative Daily 3 in seconds.