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LIAIXON

Liaixon Intelligence, four services

Your automationdivision.

Liaixon Intelligence is our client-facing engineering and automation practice: we design, build, integrate, and operate workflow systems, lead procurement and data operations, AI intake and follow-up, and marketing automation for clients, primarily in real estate and insurance. Engagements run on retainer or on a fixed-fee deployment basis, and every engagement is staffed with its own ring-fenced team of vetted, Liaixon Certified engineers who stay on that client's work through completion.

Book a discovery session

No pricing before we hear the scope. A partner replies the same business day.

  1. 01Custom CRM & Workflow Systems
  2. 02Outreach & Lead Generation Automation
  3. 03Data Interpretation & Enrichment
  4. 04Data Procurement & Management

Four services, one operation

Each one a lane. All of them yours.

  1. 01

    Custom CRM & Workflow Systems

    Pipelines, field logic, and reporting engineered to the firm's actual operation, so the team stops working around the software.

    Residential pipelineSample
    4 owners, one record eachThis quarter
    New2

    9 Quarry Lane

    $488K

    2 Orchard Ct

    $412K
    Contacted2

    31 Fenwick St

    $735K
    Stalled 8 daysTask set

    60 Wren Close

    $529K
    Showing2

    7 Linden Mews

    $1.02M

    15 Marsh Rd

    $676K
    Stalled 8 daysTask set
    Contract2

    14 Alder Row

    $612K

    22 Birch Lane

    $845K

    Open pipeline

    $4.71M

    Stalled, no task

    0

    Closed by source

    Portal46%
    Referral28%
    Website18%
    Past client8%
    • Pipelines and stages that match the real process
    • One record of every contact, message and task
    • Integration with an existing CRM, agency management or loan origination system
    • Reporting an owner can read at a glance
    See how it runs
  2. 02

    Outreach & Lead Generation Automation

    Multi-channel campaigns run on a defined cadence instead of memory, with deliverability engineering behind them, every touch logged, and replies routed to a named owner. The objective is the meeting.

    Cadence, spring sellersSample
    SegmentsPast clients412Portal leads828Sphere216
    1. Day 1Email1,456
    2. Day 3Email1,402
    3. Day 6Call task184Consent on file
    4. Day 10Email1,318
    5. Day 14Last note1,270

    Replies, routed

    S. AlvarezThursday works for the valuation.Meeting
    D. OkaforCan you call me about rates?Routed
    P. GrantPlease remove me from this list.Opt-out recorded

    Touches logged

    5,630

    Replies

    86

    Meetings booked

    19

    • Email-first sequences with every touch on the record
    • Messages segmented and personalized by sub-vertical
    • Replies routed to a named owner
    • Calls and texts added only where consent supports them
    See how it runs
  3. 03

    Data Interpretation & Enrichment

    Calls and correspondence turned into structured notes, missing details filled from approved sources, and the viable opportunities buried in existing records surfaced before a competitor finds them.

    Record, Marisol OrtegaSample

    Call, 4 min 12 s

    Agent: Twinks for calling back. Still at the house on Birch Lane?

    Marisol: Yes, three bedrooms, but the kids have left. We are thinking about spring.

    Agent: Would a valuation visit help?

    Marisol: It would. Email me the times.

    Structured notes

    Seller signal3 bed, Birch LaneSpring timelineWants a valuationPrefers email
    MOMarisol OrtegaPast client, last contact 2021Complete100%
    Phone
    (732) 555 0148Call log
    Property
    22 Birch Lane, 3 bedCall notes
    Timeline
    Selling in springCall notes
    Owned since
    2014County record
    Email
    m.ortega@sample.comEmail thread
    Next step
    Valuation visitRule
    Opportunity surfaced: seller signalFlagged for a valuation visitTo
    • Calls and emails turned into structured notes
    • Missing details filled from approved sources
    • Viable deals flagged through Opportunity Surfacing
    • Aged contacts re-engaged through Dormant Database Reactivation
    See how it runs
  4. 04

    Data Procurement & Management

    The full data supply chain, from sourcing through activation: data sourced in proportion to need, cleaned, de-duplicated, imported, and kept current. The client owns every record. Liaixon never sells client data.

    Data store, spring listSample
    Sourced12,480
    Duplicates merged−2,316
    Invalid removed−904
    Imported, clean9,260

    Merge, one client

    Raj Patel3 records merged
    Sample clean records
    RecordTownStatus
    Raj PatelRed BankVerified
    Lena BrooksRumsonVerified
    Tom IwuFair HavenUpdated
    Ana DuarteHolmdelVerified

    Sources, each one recorded

    • Client CRM export6,120
    • Past client list2,214
    • Approved data partner4,146

    Opt-outs honored

    112Every channel

    Updated this month

    1,048Moves, numbers, emails

    Owner of record: the client
    • Sources recommended for the use case
    • Cleaning, de-duplication and import
    • Ongoing hygiene so records stay current
    • Client ownership of every record
    See how it runs

The principle

Integrate, do not replace.

The existing system of record stays central. New capability plugs in around it. Replacement is recommended only when the current system cannot support the process.

Your systemof recordOutreachEnrichmentData hygieneReporting
Fig 5  New capability plugs in around the record you already keep.

Before and after

The same day, re-cut.

Automation does not add hours. It moves routine work off people, so the hours go back to clients.

With clients

3 hours before, 6 hours after

Routine by hand

5 hours before, 0 hours after

After: the system runs the routine

  1. With clients6 h
  2. Exceptions only1 h
  3. Morning summary1 h
Fig 6  The same eight-hour day, before and after. Illustrative, not a measurement.

Find your fit

What would we build for you?

Pick a service and the kind of firm you run. The answer comes from our industry pages.

We build for .

One record of every lead, showing and signature, shared across the team.

The serviceThe industry

Three named ideas

The words we use.

And exactly what each one means when it turns up in a proposal.

  1. 01 / 03

    Compression Points

    the places in an operation where manual, repetitive work compresses time and margin. Liaixon maps them in the diagnosis step and engineers them out.

  2. 02 / 03

    Opportunity Surfacing

    the viable deals buried inside a firm's existing records, flagged in time to act on them.

  3. 03 / 03

    Dormant Database Reactivation

    re-engaging the aged contacts already sitting in a client's records, because it proves value on data the client already owns. Email first; calls and texts only where consent supports them and Do Not Call lists are cleared.

    Where engagements start

How an engagement starts

Consult first, propose second.

Four conversations to a signature. No pricing before the scope is heard.

  1. Conversation 1

    Discovery Session

    We map how the operation actually runs and agree the firm's top three priorities. Everything else is parked. No pricing before this conversation.

  2. Conversation 2

    Diagnosis & Demonstration

    Compression Points are mapped and the proposed systems are shown working, not described.

  3. Conversation 3

    Business Case Proposal

    Every proposal is a business case: what the operation is losing now, what the system recovers, and the net return against the fee. Assumptions are stated; projections are estimates, never guarantees.

  4. Conversation 4

    Services Agreement

    Scope and budget are agreed in writing before work begins. Anything beyond scope moves only by written change order.

How engagements are billed

  1. 01Engagements run on retainer or on a fixed-fee deployment basis.
  2. 02Fees are never tied to a commission or a loan closing.
  3. 03Data, outreach, and AI usage are metered against a monthly cap with an alert threshold.
  4. 04After launch, an optional support and maintenance retainer covers monitoring, AI model and vendor changes, and continued iteration.
How we work

Start here

Pick the lane.We build it.

Every engagement starts with one conversation about how the operation actually runs. Nothing is priced before we hear the scope.

Book a discovery session

No pricing before we hear the scope. A partner replies the same business day.