DuelineBook a call

Automations

Agree the playbook.
We run the work.

Set the audience, actions, review steps, and schedule. Dueline manages the repeat work around that brief.

An agreed campaign playbookIllustrative workflow
  1. Research the marketMatch the tenant brief and source rules.
  2. Prepare the campaignRecipients, first messages, and follow-ups.
  3. Your team approvesAudience, copy, send limits, and stop rules.
  4. We run the campaignTrack activity and bring replies to your broker.

Start with a job your team repeats.

Market research.

Review the companies, sources, and lease events that match your tenant brief. Prepare the next research batch for the broker.

Prospect campaigns.

Prepare the list, contact research, messages, and follow-ups. Run the campaign after your team approves the brief.

Client and deal updates.

Prepare progress reports, outstanding actions, and the confirmed lease dates your team needs to review.

Approval is part
of the workflow.

You approve the campaign recipients, copy, limits, and follow-up rules before execution. Replies and exceptions go to the person responsible for the relationship.

  • An agreed audience and exclusions
  • Clear send windows and volume limits
  • Defined stop rules and reply ownership
  • Activity records your team can review
Campaign workspaceIllustrative workflow
DraftsRepliesActivity
A reply goes back to the responsible broker.

Scope each playbook.

Give your team the whole workflow.

Bring one task or the full process. We’ll show you how Dueline can run it.

Book a call