Stop losing 30-70% of your discovery requests.
Score every inbound lead on fit + urgency. Route to the right AM on a 5-minute SLA. Halt cadence the second they reply. Built for agencies on HubSpot, GoHighLevel, or Pipedrive — drops in over a long weekend.
Inbound chaos at small + mid agencies.
Discovery requests sit in Slack for hours
Account managers pinging the inbox channel, copy-paste-replying when they have a sec. Half the leads never hear back same-day.
"Send me a proposal" → ghosted
Hot leads that came through a referral or a content piece — and your team spent 90 min writing a custom proposal that's now in someone's archive folder.
No idea which channels send wallets vs. tire-kickers
You spent $4k on Google Ads last quarter. The qualified-rate per channel is invisible because nobody scored or tagged the leads consistently.
Pipeline reviews are a vibe check
"How are we doing this month?" → scroll through HubSpot, no clear answer. The 6-panel dashboard fixes this in one screen.
Live in four days.
- Day 0
Pre-flight check on your existing stack — HubSpot, GoHighLevel, Pipedrive, Webflow / WordPress / Typeform forms.
- Day 1
Form-to-CRM wiring with the 4 hidden fields that make scoring work (source, utm_campaign, page_url, submitted_at).
- Day 2
Calibrate the agency-vertical scoring rubric against your last 50 won + 50 lost. 90 min, doubles its accuracy.
- Day 3
Drop in the Agency cadence — Hot (5 touches over 8 days), Warm (7 touches over 21 days), Cold (revival in Q2).
- Day 4
Dashboard live. Pipeline review goes from vibe check to one-screen answer.
Drop in your numbers.
The defaults are tuned for a mid-sized agency — 30 inbound discovery leads / week, 18% close rate, ~$4,200 average first engagement. Adjust to your numbers.
Based on industry-baseline 35% lead loss to slow first-touch (Harvard Business Review, Lead Response Management Study). Real recovery varies by vertical.
Same chain, every install.
Built for agencies. Ships with HubSpot + GoHighLevel + Pipedrive blueprints. Self-install kit ($497) or done-for-you Light / Full / Operations tiers.