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Leads routed before they go cold

Leads pile up faster than anyone can route them. Reporting and follow up eat the day, and the campaigns that actually worked never get scaled.

Map one workflow with us
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Five systems that run an agency between the campaigns

Not features. Each of these is a build that runs in the background of a campaign, so the work it produces actually gets handled.

Leads are read from wherever they arrive, matched to the client and the campaign that produced them, and written into that client system with the source attached. Nobody exports anything.

The first response goes out in the minute the form is submitted rather than the morning after, and it books a call against real availability. A lead that waits until Monday is a lead somebody else has already spoken to.

A lead that goes quiet is followed up on a sequence you set, across the channels the client actually uses, and stops the moment somebody replies. Most of the value in a campaign is in the second and third touch.

Every campaign launch, reporting date and client review sits in one calendar with an owner, and the work each one needs opens far enough ahead that it is not being built the night before.

Spend, leads, cost per lead and what happened after the handover are pulled from the platforms and from the client system on a schedule, into the same format every month. A person reads it before it goes.

Where the day goes

A campaign works. Two hundred people fill in a form over a weekend, and on Monday somebody exports them to a spreadsheet, splits them by which client they belong to, and pastes them into four different systems. By the time the last one is pasted, the first person has been waiting fifty hours.

The cost is rarely one large failure. It is the small gaps: a lead that sat in a form tool nobody had connected, a client report built by hand on the last Friday of the month because that is when it has always been built, a campaign that quietly outperformed everything else and was never scaled because nobody had time to notice it. Each one is small. Together they are why the agency is busy and the results are flat.

Automation earns its place here by taking the steps that never needed a strategist: routing, replying, chasing, assembling, reporting. What is left is the creative and the judgment about where the money should go, which is the work the client is actually buying.

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Built for the agencies whose best campaign outran their inbox.

Built to work inside your accounts, not around them

The short version. The full detail is on the security page.

Read the security page
We work inside your accounts, not copies of themThe systems live in the tools you already own. You keep the keys and can revoke access yourself at any point.
Nothing of yours is copied onto our systemsWe do not take exports and we do not keep a shadow copy of your client records.
Only people you have approvedNamed members of our team, protected by two factor authentication, with credentials in a password manager rather than a message thread.
When it ends, the build stays with youAccess is removed and the configuration and automations remain yours. We are not SOC 2 or ISO 27001 certified, and we say so rather than implying otherwise.

What our clients say

They didn’t just build pages or connect a few automations. They turned a detailed business process into a working system.
Hinesh Chauhan President, Evolut Consult
Read the case study

Questions marketing teams ask first

Do you need access to our client accounts?
We work inside the accounts you or your clients already own rather than taking copies, and nothing is exported onto our systems. What a build can read is scoped before it is built, and whoever granted access can revoke it at any point.
Can we present this to our own clients as our work?
The systems are built in the accounts you and your clients already own, so the work lives with you. How it is presented commercially is worth agreeing up front rather than assuming, and we would rather have that conversation early than have you find out the answer later.
Who on your side gets access?
Named members of our team, and only the ones your work requires. Access is protected by two factor authentication and credentials are held in a password manager rather than a spreadsheet or a message thread.
Are you SOC 2 or ISO 27001 certified?
No. We are a small team and claiming a certification we do not hold would be the first thing worth distrusting. The security page says exactly what we do and do not do, including the things we will not promise.
Do we have to move our clients onto different tools?
No. A system is wired to the platforms, the forms and the CRMs already in use. Moving a client onto a new tool is a decision with its own cost and its own risk, and it is not one an automation project should force.

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