Niagara Private Client Automation
• 3-Day Touchpoint Cadence
Glen Ridge Automation Command Center
Engineered to connect with business owners across St. Catharines, Niagara Falls, Welland, and Niagara-on-the-Lake.
Automated value-added sequencing halts instantly whenever a business owner replies so you can take over personally.
Find Niagara Leads
Add Contact
Total Contacts
0
In database
In Sequence
0
Active 3-day drip
Replies Received
0
Auto-unenrolled (Take Over)
Response Rate
0.0%
Of contacted owners
Emails Sent
0
Total touches
Due Today
0
Ready to dispatch
Niagara Prospector Quick Launch
Scrapes Niagara Region business directories, maps, and company websites for owner names, emails, and phone numbers.
Select Municipality
All Niagara Region
St. Catharines
Niagara Falls
Welland
Niagara-on-the-Lake
Fort Erie
Grimsby
Lincoln / Beamsville
Thorold
Port Colborne
Pelham / Fonthill
Target Sector
All Business Sectors
Wineries & Agri-Tourism
Construction & Trades
Manufacturing & Tooling
Hotels & Hospitality
Medical & Dental Practices
Logistics & Transport
Scan Niagara Businesses
3-Day Drip Sequence Rules
Active
Automated cadence built according to your specifications:
Step 1: Introduces Adam Newsome as fellow Niagara business owner with CTA to schedule intro coffee/call.
Every 3 Days: Delivers high-value strategic insight (CCPC tax, retained earnings, IPPs, succession).
Auto-Unenroll on Reply: When a contact replies, automation halts immediately so you take over 1-on-1.
Background check: Every 60s
Trigger Run Now
Contacts who replied to your emails and are ready for personal communication:
View All Replied Contacts →
Recent Niagara Contacts
Active enrollments and prospective Niagara business owners
View All Contacts →
Owner / Contact
Business
Municipality
Status
Sequence Step
Action
Niagara Region Business Owner Prospector
Locate contact email addresses, phone numbers, addresses, and business descriptions across Niagara Region municipalities.
Select All
Deselect All
Niagara Municipality
All Niagara Region (12 Municipalities)
St. Catharines
Niagara Falls
Welland
Niagara-on-the-Lake
Fort Erie
Grimsby
Lincoln (Beamsville / Vineland)
Thorold
Port Colborne
Pelham (Fonthill)
West Lincoln (Smithville)
Target Sector / Industry
All Business Sectors
Wineries & Agri-Tourism
Construction, Millwork & Contracting
Manufacturing, Tooling & Precision
Hospitality, Inns & Conference Venues
Medical Clinics & Dental Practices
Cross-Border Logistics & Transportation
Marine Propulsion & Canal Infrastructure
Professional Services (Legal / Accounting)
Real Estate & Commercial Development
Results Limit
8 Prospects
15 Prospects
25 Prospects
Locate Niagara Contacts
0 prospects selected
Add Selected as New Contacts
Add & Auto-Enroll in 30-Day Sequence
Scanning Niagara Region business registries and websites...
Extracting contact emails, phone numbers, and company profiles
30-Step Niagara Business Influence Sequence
3-Day Cadence
Carefully written high-influence emails introducing Adam Newsome (Glen Ridge Private Wealth) and delivering ongoing corporate tax, succession, and estate value.
Merge tags:
{firstName}
{businessName}
{city}
{myCalendarLink}
All 30 Touchpoints (Day 1 to Day 88)
Step 1
Day 1
Introduction
Initial Introduction & Community Connection
Live Preview
Send Test
Reset Copy
Subject Line
Email Body Copy
Available tags:
{firstName}
{businessName}
{city}
Unsaved changes will be lost if you switch steps.
Save Template Changes
Email Delivery & Reply Audit Logs
Chronological record of sent emails, simulated transmissions, and detected replies.
All Events
Delivered (SMTP)
Simulated (Safe Mode)
Replies Detected
Delivery Errors
Timestamp
Recipient / Business
Step #
Subject Line
Delivery Status
Details
App & Email Integration Settings
Configure your custom SMTP server for outgoing emails, IMAP server for auto-reply detection, and advisor personalization.