Frequently Asked Questions

Everything You Need to Know

Clear answers on our 100% exclusive prospect allocation blocks, daily-paced 3-touch First-Class mailers, all-inclusive pricing, and omnichannel QR retargeting.

How are new corporate leads identified and filtered?

Every morning at 6:30 AM, our automated system extracts newly registered Florida LLCs and corporations directly from official state corporate registries the day they are approved.

Roughly 40% of raw state filings list third-party registered agent mailrooms, virtual office drops, or non-operating shell holding companies. Our automated entity-hygiene filter scrubs those out and enriches every operating record with verified Commercial or Home-Based address classification, ensuring 100% of your allocation reaches real, operating local business founders during their critical first weeks of formation.

How does "100% Exclusive Prospect Lock" and Allocation Block scaling work?

Instead of artificial software tiers, we operate on modular Allocation Blocks. Each quarterly block is a 90-day (3-month) commitment delivering 300 exclusive verified new businesses and 900 First-Class mailers (paced at 100 new businesses / 300 mailers per month, or ~25 businesses / 75 mailers per week).

100% Exclusive Prospect Lock (0% Lead Overlap): Exclusivity is enforced at the database entity level. Every newly formed business assigned to your firm's block is permanently locked to your practice-no other partner in your industry vertical on our platform can ever be assigned or mail your prospects.

The number of available blocks in any county is strictly governed by verified monthly filing capacity. If your practice wants more volume, you can simply stack additional allocation blocks in your county or adjacent markets anytime.

How does the daily-paced 3-touch mail sequence work?

We never dump bulk mail at once. Outreach dispatches daily as new businesses file (~25 new businesses / 75 First-Class mailers per week per block), creating a steady, compounding stream of inbound inquiries without overwhelming your front desk:

  • Touch 1 (Day 1 After Filing): An 8.5" × 11" Executive Welcome & Advisory Introduction on your firm's letterhead delivered in a #10 First-Class window envelope.
  • Touch 2 (Day 8): A Jumbo 6" × 9" full-color glossy postcard highlighting critical setup advisory, banking separation, and corporate compliance.
  • Touch 3 (Day 15): A Jumbo 6" × 9" strategic urgency notice addressing statutory deadlines, tax election windows, and operational risk mitigation.
Are print, First-Class postage, and call tracking included in the price?

Yes - 100% included. There are no separate postage wallets to fund, no per-piece print markups, and no hidden platform fees.

Your 90-Day Exclusive Pilot Allocation ($897/month on the 3-month installment split, or $2,497 paid in full upfront - saving $194) covers everything turnkey: daily registry verification, registered agent scrubbing, address classification, custom letterhead printing, USPS First-Class postage for all 300 verified businesses (900 total mail pieces over 90 days), and your dedicated local area-code tracking number. Following the 90-day pilot, standard renewal is $1,097/mo (billed monthly) or $2,997/quarter (saving $294) per block, locking your exclusive prospect allocation uninterrupted.

Can I filter between Commercial and Home-Based business locations?

Yes. Every daily Florida state registry filing is verified to classify entities as either Commercial (Office / Retail / Industrial) or Home-Based, while automatically purging third-party registered agent mailrooms and virtual mail drops.

Subscribing partners can customize their dispatch filter directly in the Partner Portal under Firm Profile → Target Location Type to target:

  • All Verified Locations: Comprehensive coverage of both commercial facilities and verified home-based operating businesses.
  • Commercial Only: Exclusively dispatches mailers to physical storefronts, corporate office suites, warehouses, and industrial parks.
  • Home-Based Only: Focuses exclusively on remote businesses, home-based consultancies, and digital service providers.
What is the Omnichannel Meta Pixel Retargeting Boost?

Roughly 75% of new business owners who scan a direct mail QR code on their smartphone view your welcome page, intend to call later, and get distracted.

When you select the optional Omnichannel Meta Pixel Retargeting Boost at checkout (+$197/mo or +$497/quarter, with 100% of Meta ad spend included), our routing bridge automatically tags every founder who scans your QR code and surrounds them with your firm's advisory ads across Facebook and Instagram for the next 30 days. Learn more about the Meta Retargeting Boost here →

How do I track phone calls, QR scans, and ROI?

Every Allocation Block is provisioned with a dedicated local area-code tracking number that forwards seamlessly to your main office phone, alongside personalized QR booking links printed on every letter and postcard.

At a conservative corporate advisory or annual retainer of $3,600/year, signing just ONE new corporate client out of your 300-business quarterly block pays for your entire 90-day pilot and puts your practice ahead in Year 1.

Is direct mail outreach compliant with Florida Board of Accountancy rules (FAC 61H1-24.002)?

Yes, 100% compliant. Under Florida Administrative Code Rule 61H1-24.002 and the AICPA Code of Professional Conduct, certified public accountants are expressly permitted to communicate with prospective clients via written direct mail, provided the communication is dignified, truthful, and non-deceptive, and does not involve in-person or live telephone coercion.

Unlike aggressive telemarketers or misleading entities sending deceptive notices, your campaign consists of educational, professional advisory introductions on your firm's own letterhead extending a complimentary initial entity classification review.

How does the system filter active commercial insurance trades from passive holding shells?

In Florida, real estate investors frequently register single-asset holding entities that hold title and require no commercial insurance. Commercial agencies cannot afford to mail passive entities.

Our vertical filtering algorithm uses entity naming heuristics, officer structure analysis, and trade activity classifications to isolate active operating businesses. We prioritize high-premium commercial sectors: General Contractors, subcontractors (roofing, electrical, plumbing, HVAC), commercial transport and trucking, medical clinics, hospitality, and specialty commercial services that legally mandate Commercial General Liability (GL), Florida Workers' Compensation, and Commercial Auto.

Ready to check open block capacity in your county?

Inspect live county corporate filings or call our office directly to reserve your allocation block.