Faq
Frequently Asked Questions
Everything companies ask about AI‑driven lead generation, data enrichment, compliance‑first outreach, CRM/automation, analytics, pricing, security, and scaling.
General & Approach
1) What does Invstx actually do?
Invstx builds compliant, AI‑driven systems that turn raw data into qualified conversations—covering targeting, data sourcing, enrichment, multi‑channel outreach, CRM routing, and measurement.
2) How is Invstx different from list vendors or typical agencies?
We don’t sell spreadsheets. We deliver validated, scored, CRM‑ready opportunities with attribution, compliance controls, and continuous optimization.
3) Who is a good fit for Invstx?
Organizations that value compliance, data quality, and revenue attribution—e.g., investor marketing, financial services, insurance, B2B services, and real estate.
4) What outcomes should we expect?
Predictable pipeline growth, improved contactability, higher meeting rates, and clear CPL/CAC and ROI visibility.
5) Do you white‑label your services?
Yes, select partners can white‑label under NDA, with shared QA and compliance responsibilities.
Targeting & ICP
6) How do you define our Ideal Customer/Investor Profile (ICP)?
We workshop firmographics, demographics, psychographics, triggers, and compliance posture, then codify rules your CRM and outreach stack can enforce.
7) Can you target accredited or high‑net‑worth investors?
Yes—within lawful frameworks. We design compliant data plans and messaging suitable for Reg A/Reg D capital raises.
8) Do you localize by geography or language?
Yes. We can geo‑target and provide language‑specific messaging where permitted and practical.
9) How granular can segmentation get?
Very granular—industry, revenue, seniority, credit/income bands, property attributes, intent signals, and more.
10) Can you exclude current customers or competitors?
Yes—via suppression lists, CRM lookups, and domain/company exclusion rules.
Data Acquisition
11) Where do your records come from?
Ethical first‑party and licensed third‑party sources, plus permissible public signals. All sources are passed through validation and suppression.
12) Can you use our in‑house lists?
Yes, after a quarantine, hygiene, dedupe against CRM, and consent review.
13) Do you scrape websites or forums?
Only where allowed, respectful of terms and laws. Many programs rely on licensed data rather than scraping.
14) How fresh is the data?
We continuously refresh and re‑verify; stale or unresponsive contacts are pruned to protect reputation and ROI.
15) Can we target shareholders, executives, or business owners?
Yes—subject to lawful basis and availability. We’ll recommend compliant paths and filters.
16) Do you support consumer datasets (insurance, credit repair, etc.)?
Yes—where lawful and ethical. We apply strict validation and suppression to consumer outreach.
Data Enrichment & Hygiene
17) What validation do you run on emails and phones?
Syntax, MX/ping, line‑type, carrier, risk flags, and dedupe. Goal: low bounces and higher connect rates.
18) Do you append firmographics, demographics, or intent?
Yes—company size, revenue, seniority, industry, income/credit bands (where lawful), and engagement/intent signals.
19) How do you handle duplicates?
We merge/purge with priority rules and CRM checks, keeping the most complete, compliant record.
20) Can you normalize addresses and names?
Yes—standardization and canonicalization improve deliverability and matching.
21) How are opt‑outs and do‑not‑contact flags maintained?
Global suppression lists sync with outreach tools and the CRM; opt‑outs are honored across channels.
22) What bounce rate do you target?
We aim to keep bounces under ~3% by validation, pacing, and list hygiene.
Compliance & Legal
23) Is this legal? (Email/SMS rules)
We design programs to align with applicable regimes (e.g., CAN‑SPAM; carrier 10DLC rules). We don’t offer legal advice; your counsel has final say.
24) How do you manage consent and lawful basis?
We review data provenance, consent signals, and program goals, then document the outreach basis and opt‑out mechanisms.
25) Do you support 10DLC registration and messaging policies?
Yes—brand and campaign registration, content templates, opt‑out keywords, and throughput management.
26) How are unsubscribes handled?
Every message includes clear opt‑outs; suppressions sync across tools to prevent re‑messaging.
27) Can you operate outside the U.S.?
Yes, case‑by‑case with local laws and carrier policies. We scope compliance up front.
28) Do you sign NDAs and DPAs?
Yes—mutual NDAs and data processing addenda are standard for sensitive programs.
29) Who is responsible for legal compliance?
We implement best practices, but the client is ultimately responsible for legal compliance; we collaborate with your counsel.
30) How do you handle do‑not‑call lists?
We respect do‑not‑contact directives and can integrate carrier and internal suppression checks before dialing.
Deliverability & Domain Health
31) What do you set up for email authentication?
SPF, DKIM, DMARC (aligned), subdomains, warmed mailboxes, and monitoring dashboards.
32) How long does warming take?
Typically 2–4 weeks depending on sending volume, reputation, and content quality.
33) Do you rotate domains or mailboxes?
Where appropriate and compliant, with careful pacing to protect reputation.
34) How do you prevent spam flags?
Quality data, relevant messaging, throttling, list hygiene, and clear opt‑outs reduce complaint risk.
35) Can you recover a damaged sender reputation?
Yes—pause, remediate, segment, re‑warm, and re‑introduce with stricter quality gates.
36) What about inbox placement vs. promotions?
Content, frequency, and engagement drive placement; we test and optimize for the best realistic outcome.
Outreach Channels
37) Which channels do you use?
Email, SMS (10DLC), LinkedIn, and voice—selected per compliance, target, and ROI.
38) Do you write copy and cadences?
Yes—value‑led, compliant copy with tests for subject lines, CTA framing, and timing.
39) Can you book meetings for our team?
Yes—via calendar handoff, form pre‑qual, and SDR routing with SLAs.
40) Do you support LinkedIn automation?
Yes—responsibly, with targeting, personalization, and safety limits.
41) What about ringless voicemail or AI dialing?
We assess legality and carrier policy before recommending any voice tactic.
42) Can you run retargeting or paid funnels?
Yes—landing pages, forms, and retargeting can complement outbound for higher conversion.
CRM & Automation
43) Which CRMs do you integrate with?
Salesforce, HubSpot, Zoho, and GoHighLevel—plus common dialers, enrichment, and analytics tools.
44) Do you build workflows and pipelines?
Yes—lifecycle stages, lead scores, routing rules, tasks/SLAs, and alerting.
45) Can you migrate or clean our CRM?
Yes—schema mapping, field normalization, dedupe, and historical source/UTM backfills where feasible.
46) How do you pass attribution?
UTMs, campaign IDs, touch stamps, and standardized sources drive consistent reporting.
47) Do you support webhooks and APIs?
Yes—Zapier, Make, n8n, custom webhooks, and direct API where beneficial.
48) Can we throttle by sales capacity?
Yes—queue logic and pacing align lead flow with SDR/AE availability.
Scoring, Routing & SLAs
49) How do you score leads?
Profile fit + verified channels + engagement/intent signals; thresholds customized per funnel.
50) What defines MQL vs. SQL?
MQL = fit + engagement; SQL = explicit intent or SDR qualification. We align with your sales model.
51) How do you route leads?
Round‑robin, territory, segment, or priority rules; reassignment to protect SLAs.
52) Do you enforce follow‑up SLAs?
Yes—alerts, tasks, and escalations for speed‑to‑lead and touch counts.
Analytics & Attribution
53) What KPIs do you track?
Contactability, reply/meeting rates, MQL→SQL→Opp, CPL/CAC, revenue by channel/campaign.
54) Do you support multi‑touch attribution?
Yes—first/last touch and position‑based models; we align to your BI or CRM reporting.
55) Can you integrate GA4 or server‑side tagging?
Yes—forms, UTMs, events, and server‑side setups to improve signal fidelity.
56) Do you provide dashboards?
Yes—CRM and BI dashboards with goals, pacing, and experiment tracking.
Pricing & Engagement
57) How do you price programs?
Per‑lead and managed programs; pricing reflects data complexity, compliance, and volume.
58) Is there a minimum term?
Pilots often run 60–90 days; ongoing programs renew monthly or quarterly.
59) What are payment terms?
Typically monthly in advance for managed services; volume‑based for per‑lead.
60) Who owns the data and creative?
Client‑owned within the scope of work; we document ownership and re‑use rights.
61) Can you work performance‑based?
Case‑by‑case with clear definitions, guardrails, and jointly managed variables.
Onboarding & Timelines
62) What does onboarding include?
ICP, data plan, compliance review, domain/auth setup, CRM wiring, copy/cadences, QA, and dashboards
Ready to Build a Predictable Outbound Engine?
Whether you’re a private equity fund sourcing deals, a search fund origination team, a professional services firm targeting owners, or an OTC issuer capturing stock investors, Invstx builds the outbound engine you need to grow.