From ad click to closed deal, step by step

Our process is built to close the gaps where leads fall through: unqualified contacts, slow follow-up, and no visibility into what's working.

Step 1: Targeted social ad campaigns

Reach the right people before your competitors do
Step 2: Qualifying survey

Filter out tire-kickers before they reach your team
Step 3: Fast automated follow-up

Contact every lead within minutes, not hours
Step 4: Human-verified handoff

Only confirmed prospects reach your sales team

Step 1: Targeted social ad campaigns

Reach the right people before your competitors do

We build and manage lead generation campaigns on Facebook, Instagram, TikTok, and YouTube, the platforms where your customers already spend time. Every campaign is built around your customer profile: geography, demographics, interests, and buying signals. We write the copy, design the creative, and handle targeting and optimization.

Platform coverage: Facebook, Instagram, TikTok, YouTube
Audience targeting based on your ideal customer profile
Ad creative and copy included, no extra agency needed
Continuous A/B testing to lower cost per lead over time

Step 2: Qualifying survey

Filter out tire-kickers before they reach your team

Everyone who clicks your ad goes through a short qualifying survey before entering your pipeline. It captures what your sales team needs, such as budget, timeline, and specific needs, and filters out anyone who doesn't meet your minimum criteria. You define what a qualified lead looks like. We enforce it automatically.

Survey questions tailored to your sales process
Automatic disqualification of leads that don't meet your criteria
Lead data captured and organized before handoff
Industry-specific qualification for auto, home services, real estate, and more

Step 3: Fast automated follow-up

Contact every lead within minutes, not hours

Speed is the biggest factor in lead conversion. Our system sends a personalized text and email to every new lead within minutes of finishing the survey. Messages are written in your brand voice and include a clear next step: scheduling a call, visiting your location, or getting a quote. Follow-up continues until the lead responds or opts out.

First contact within minutes of submission
Outreach by text and email
Personalized messages in your brand voice
Automatic follow-up until response or opt-out

Step 4: Human-verified handoff

Only confirmed prospects reach your sales team

Before any lead is delivered, a person reviews it. We confirm the contact information is valid, the lead meets your criteria, and the prospect is genuinely interested. Leads that don't pass are flagged and removed, and never reach your CRM. Your team gets a clean list of people ready to talk.

Manual review of every lead before delivery
Contact information checked for accuracy
Qualification confirmed against your standards
Rejected leads never reach your CRM

Lead tiers

Not every lead is the same. We sort them so your team knows where to focus first.

Hot

Call first

Responded to follow-up, confirmed interest, and ready to speak with your sales team.

Warm

In follow-up

Completed the survey and received follow-up but hasn't responded yet. Still being contacted.

Pending

Just arrived

Recently submitted and follow-up is in progress. Status updates within 24 hours.

Win/loss reporting that improves every campaign

Most lead providers stop at delivery. We track what happens after, so your campaigns get smarter over time.

Track which leads became customers, not just which clicked an ad
See which platforms, creatives, and audiences close best
Monthly reports on cost per verified lead and cost per customer
Campaign changes driven by real sales outcomes, not click data

See what this looks like for your business

Book a free strategy call and we'll walk you through how the process works for your industry.

Book a free strategy call