MODE3
Partner Network · Mode 3
Partner/referral campaigns for relationship development and channel activation.
Default template: Partner intro
Outreach rule: Relationship, intro, and referral activation templates.
Communications hub
Templates, brands, generated documents, intake events, and durable communication messages (parallel to legacy outreach). Requires Supabase migrations applied.
Operate messages, proposals, invoices, and intake from here. Use tabs to complete the next business step.
Quick mode guide (M3-M6)
Reference only. Actual operations happen in the tabs below.
MODE4
Client Success · Mode 4
Account / renewal / retention automation mode. Readiness depends on real client account records, retention signals, and at least one successful check-in automation run.
Default template: Renewal reminder
Outreach rule: Renewal/check-in/upsell/support templates.
MODE5
Property Opportunities · Mode 5
Property / Real Estate opportunity mode. To be truly automation-ready it needs real property/operator discovery inputs, seeded or discovered runtime records, and one validated route-to-digital / route-to-project run.
Default template: Property operator intro
Outreach rule: Property/operator and routing-aware outreach.
MODE6
Local Service Expansion · Mode 6
Local Services Expansion mode for operating niche campaigns by city with review-first outreach.
Default template: Niche outreach (generic)
Outreach rule: Niche/category specific outreach families.
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