PBT Client Acquisition OS

Marketing Operations

Turn public business opportunities into qualified transportation clients.

Discover businesses, verify their public identity, enrich legitimate contact data, review qualified opportunities, and move approved prospects into controlled outreach.

Discover Prospects Review Candidates Open Full Operations

Discovered

—

New business candidates

Need Verification

—

Website/contact research

Review Ready

—

Waiting human approval

Promoted

—

Entered prospect review

Duplicates

—

Existing businesses

Emails Sent

—

Controlled activity

Acquisition Pipeline

The production flow from discovery through approved prospect review.

Open CRM

— Discovered

— Verification

— Human Review

— Prospect

Manual Outreach Decision

Needs Attention

Work requiring an operator decision.

Website verification queue

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Human review queue

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Outreach safety

Automatic sending is disabled. Promotion and outreach remain separate operator decisions.

How the Marketing OS Works

One clear production workflow.

1 Find Businesses

2 Verify Identity

3 Enrich Contacts

4 Human Review

5 Controlled Outreach