From Lead to Loyal Client, Building a Full Funnel Automation for SMMA

Demo

System Demo: Live & Explained

Digital agencies drown in manual tasks (qualifying leads, scheduling, proposals, payment setup), causing delays, errors, and lost clients.

An AI powered system that instantly:

1. Qualifies & Filters Leads: Instantly qualifies inbound leads, prevents duplicates, and ensures only high quality prospects move forward.

2. Automates Scheduling: Auto-schedules calls based on availability, eliminating back and forth emails.

3. Generates & Sends: Proposals Creates tailored proposals and contracts, sends them directly to prospects, and tracks engagement.

4. Handles Payments & Billing: Collects payments, sets up recurring billing, and organizes client storage automatically.

5. Onboards Seamlessly: Triggers onboarding forms and emails, gathers assets, and keeps clients guided through every step.

6. Assigns Teams: Automatically Delegates tasks and assigns the right teams to projects, ensuring smooth delivery from day one.

Have questions or ready to automate? We’re here to help you every step of the way.