Overview
The Swarm is Ironwood's automated client discovery and outreach system. It scans public records, identifies potential clients in your service area, and automates personalized outreach campaigns.
Prerequisites
You must complete Module 4: Forensic Verification in the Academy before The Swarm is unlocked.
Deployment Steps
Complete Module 4
Complete the Forensic Verification module in the Academy. This training ensures you understand compliance requirements for client outreach.
Configure Service Area
Set your target service area in the Swarm configuration. You can focus on specific zip codes, cities, or counties.
Define Target Criteria
Configure what types of clients you're targeting: real estate, legal, corporate, or general notary services.
Review Market Dossier
Swarm generates a Market Dossier for each identified target, including contact information, business details, and suggested outreach approach.
Deploy Campaign
Launch your outreach campaign. Swarm will send personalized emails and optionally physical postcards via Lob.com integration.
Swarm Features
Automated Scanning
Continuously scans public records, business filings, and property transactions to identify potential clients.
Smart Targeting
AI-powered analysis identifies the best prospects based on your service area and specialization.
Personalized Outreach
Automated email campaigns with personalized messaging and optional physical postcard campaigns.
Lead Management
Track leads through the funnel: Target → Contacted → Client in Command & Control.