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Database reactivation

Your next opportunity may be already in the CRM.

Livia reaches quiet contacts with context, identifies genuine intent, and hands agents live conversations instead of another call list.

Experienced advisor reconnecting with a past client using their complete history
Live operating signal
Past client · 14 months quiet
Context evaluated across the Livia AI System
Seller intent · valuation requested
$7.1M
pipeline in one pilot
Contextual
not a generic blast
Qualified
before handoff
THE BUSINESS PROBLEM

Reactivation should feel like remembering.

The relationship is the asset. Livia uses the history already present to make the next conversation feel timely and personal.

Without LiviaWith Livia
Mass campaignContextual outreach
Reply count as successIntent as success
Agent calls cold listAgent enters warm
Who this is for

For brokerages that want a consistent, responsive operating layer without replacing the systems or relationships they already rely on.

THE WORKFLOW

What happens from the first signal to the next human move.

01

Choose the audience

Begin with a controlled segment whose history and likely next move are understandable.

02

Open a useful conversation

Lead with a relevant reason to talk, then listen for timing, motivation, and uncertainty.

03

Surface real opportunity

Agents receive the people who replied with context and intent—not a raw activity report.

HUMANS STAY IN CONTROL

The system does not decide when the relationship stops being human.

Your brokerage defines the moments that require review, approval, specialist judgment, or a complete takeover. Livia arrives at those moments with the history organized and the next move clear.

See the control model →
Human orchestration modes
Join

Enter the existing conversation with the full history.

Redirect

Move the opportunity to the right office or specialist.

Approve

Review a sensitive answer or action before it happens.

Take over

Own the thread while Livia keeps supporting quietly.

CONTROLLED PILOT

Prove the workflow before you widen the footprint.

The first deployment is deliberately narrow: one visible gap, a supervised launch, and outcomes agreed before the work begins.

01Choose one workflow and one team.
02Connect the minimum required systems.
03Review conversations in a supervised window.
04Measure the agreed client and commercial outcomes.
$7.1M
pipeline created from existing leads
See methodology →
PRIVATE MIRROR DEMO

See this exact workflow on the leads and systems your team already uses.

Book a private demo