Proactive Relationship Management
What Makes Foundation Proactive Different?
Act on Opportunities Early
Foundation Proactive alerts your firm to high-impact client events, such as leadership changes, financings, or layoffs, as they happen, so you can respond first and stay ahead of competitors.
Strengthen Relationships
Foundation Proactive identifies your firm’s strongest client connections and generates personalized messages in each partner’s authentic tone of voice, ensuring every outreach is relevant, resonant, and builds trust.
Keep CRM Data Clean
Our AI analyzes your CRM and communication history to keep your data up-to-date and accurate—so your outreach starts with accuracy, not errors.
Can Proactive Personalize Client Communications?
Foundation Proactive uses AI to analyze business signals to reveal genuine client needs in real time. Whether it’s a funding round or a leadership change, Foundation Proactive pinpoints when your outreach will be most impactful — helping your firm reach out proactively and build trust.
How Does Proactive Strengthen Client Relationships?
Foundation Proactive helps your firm deepen client relationships by monitoring key contacts, companies, and context in real time.
It analyzes relationship signals daily to surface the right message at the right moment — keeping your firm top of mind and enabling you to deliver value before competitors even recognize the opportunity.
Does Proactive Keep CRM Data Accurate?
Using AI, it reviews your CRM, emails, meetings, and LinkedIn activity to detect outdated, duplicate, or missing contacts. It automatically flags gaps and suggests updates — so your data stays clean and your team can focus on building relationships, not fixing spreadsheets.
