Makeen sits between a person who has just described a project and the company allowed to call
them. Every record takes the same five steps, and nothing skips the queue because a source is loud.
Sequence
Five steps, every time.
The questions change per vertical. The discipline does not. This is the whole mechanism, with
nothing hidden behind a dashboard screenshot.
One routing engine, every vertical.
Capture, scoring, matching and delivery all run on the same rails, so a change to a
filter behaves identically whether it is a roof, a policy or a balance.
01
Capture
Vertical questions, consent, and the source recorded together. Roof material, opening count, system type, coverage amount, effective date.
02
Score
Duplicates, dead numbers and off-map traffic stop here. A bad record never becomes somebody’s morning.
03
Match
We ping the campaign. Price, zip, hours, caps and filters all have to agree. If they do not, the lead does not post.
04
Deliver
Posted to the campaign that accepted, in seconds, into the CRM, dialer or inbox you nominate.
05
Account
Accepts, rejects, returns and source mix stay visible to both the buyer and the partner who sent it.
House rules
What the desk will not do.
Filters are enforced
Hours, daily caps and zip lists are part of the match. A closed or full campaign does not get a polite exception because volume was slow.
Sources can be narrowed
A buyer can block a placement, cap a partner’s share of the day, or refuse a pattern that keeps failing review. One publisher never becomes the whole book.
Returns are a workflow
Duplicate, wrong number, disconnected, out of area, not the decision maker. The reason is stored with the record so patterns are visible, not just debits.
One history, both sides
Buyers see what they accepted and returned. Partners see what cleared and what was refused. The story does not depend on whose inbox you ask.
Want to see it against your own filters?
Send your map and your standard. We will walk the sequence with your numbers in it.
