Operational Workflow Blueprint

Phase 1: Targeting & Postcard Production

  1. Define geographic filters (equity, absentee status, sale history) using public data or purchased lists.
  2. Use USPS EDDM tooling to map ZIP+route combinations, estimate per-piece costs, and schedule drops aligned with campaign cadence.1
  3. Design postcards with QR codes and URLs that route to dedicated opt-in landing pages. Include disclosure text referencing anonymized marketplace sharing.

Phase 2: Digital Opt-In Funnel

  1. Landing page reiterates consent language, clarifies marketplace role, and collects homeowner contact info plus optional selling timeline, price expectations, and property condition.
  2. Confirmation screen explains how anonymized profiles appear in the marketplace and provides opt-out instructions.
  3. Trigger welcome email/SMS acknowledging consent and inviting the homeowner to continue the conversation.

Phase 3: Lead Warmup & Conversation Management

  1. Centralize inbound SMS, email, and chat; tag each message with metadata (channel, timestamp, sentiment).
  2. Apply redaction/anonymization pipeline before summarizing conversations. Log before/after versions for auditing and privacy reviews aligned with the NIST Privacy Framework.2
  3. Surface conversation highlights in the CRM to inform marketplace summaries and buyer evaluations.

Phase 4: Marketplace Publishing & Unlock

  1. Create anonymized lead cards showing property profile, seller motivation indicators, available data assets, and bidding status.
  2. Enforce gating rules—only buyers with sufficient credits or winning bids can access PII and raw transcripts.
  3. Capture unlock events in an audit ledger, associating buyer ID, timestamp, and reason code for compliance oversight.3

Phase 5: Buyer Success & Feedback Loop

  1. Provide buyers with recommended outreach scripts emphasizing TCPA-compliant contact cadence.4
  2. Offer follow-up survey forms so buyers can report contact outcomes, enabling lead quality scoring and postcard optimization.
  3. Automate credit refunds or replacements when leads are unreachable or withdraw consent immediately after unlock.

Phase 6: Data Retention & Governance

  1. Maintain opt-in records, contact logs, and buyer unlock history for regulatory inquiries.
  2. Honor opt-out requests by suppressing leads from future marketing, removing marketplace cards, and notifying buyers.
  3. Conduct quarterly privacy risk assessments and tabletop exercises to validate anonymization controls and incident response readiness.

  1. United States Postal Service. “Using Every Door Direct Mail® services ... USPS Marketing Flats currently $0.247 per piece.” https://www.usps.com/business/every-door-direct-mail.htm ↩

  2. National Institute of Standards and Technology. “The NIST Privacy Framework ... a voluntary tool to help organizations identify and manage privacy risk.” https://www.nist.gov/privacy-framework ↩

  3. U.S. Government Accountability Office. Information Resellers: Consumer Privacy Framework Needs to Reflect Changes in Technology and the Marketplace. https://www.gao.gov/products/gao-13-663 ↩

  4. 47 U.S.C. §227. Restrictions on the use of telephone equipment, including consent requirements for telemarketing calls and texts. https://www.law.cornell.edu/uscode/text/47/227 ↩