How it works.
One standard process, so every client gets the same quality of setup. Here is every step, in order.
Tell us about your business
Share your industry, product line, budget, and goals. For insurance, we also confirm your licensing and operating details.
Fund your ad budget
You pay your monthly ad budget to us. We run your campaigns as their own ad set, aimed at your locations. You get a monthly report of what was spent, and anything unused carries over.
We configure your campaigns
We build your campaign from scratch around your product and market, informed by what we know works. We set the geography and objective, write the qualifying questions, then build the first ads and lead forms.
We connect your CRM
Leads flow into your existing CRM, into a simple lead inbox we set up for you, or into the custom CRM on the Complete plan.
We test everything
We submit test leads and check the data mapping, notifications, tracking, and any follow-up automation before a real dollar is spent.
We launch
Campaigns go live after the required reviews and your approval.
We optimize
We watch performance, lead quality, and your feedback, then adjust targeting, creative, and qualifying questions.
You get a monthly report
You see what you spent, what you got, and what we recommend next, including budget changes.
What counts as a lead?
We define each stage with you before launch, so reports mean the same thing to both of us.
- Raw lead
- Someone submitted their contact information.
- Qualified lead
- The submission meets the criteria we agreed on for your product and market.
- Contacted
- Your team reached the prospect.
- Appointment
- The prospect booked a meeting or consultation.
- Customer
- The prospect bought or converted.
What you'll see in your report.
Every plan includes monthly reporting. Complete and Agency add deeper conversion detail.
- Ad spend
- Cost per lead
- Cost per qualified lead
- Contact rate
- Appointment rate
- Lead-to-customer rate
- Cost per customer
- Results by source and location
Life insurance accounts can also track applications and issued policies. Solar accounts can track appointments, signed agreements, and installations.
We run the ads and deliver the leads. Calling them fast and closing the sale is on your team, and the best reports show where results are won or lost.
Run your own lead engine.
Tell us your market and budget. We'll show you what a managed campaign looks like before you spend anything.