Marketing agencies, freelancers, consultancies
Answers enquiries while your client is on delivery calls, holds discovery calls in the diary, and reopens quiet proposals.
$1,000
One-off · unlimited installs
Contents
Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.
Why this build is shaped the way it is
No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.
The problem
This snapshot has two markets. The first is the smaller agencies and independent consultants your client base already includes, who need exactly what they sell their own clients and never build it for themselves.
The build
Almost every agency knows that the money is in the follow-up, and almost none of them do it consistently on their own pipeline. The reason is structural: new business is owned by the person whose day is fullest.
The rebrand
Delivered within 24 hours of purchase confirmation, with 14 hours of dedicated installation support to be used within 15 days of purchase. Support time here usually goes on qualification questions and on segmenting the past-client list for reactivation.
Included · exactly nine
Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.
Lead Capture & First Contact
Answers enquiry calls while the team is on delivery, qualifies on service need, budget band and timeline, then books the discovery call.
Replies on the site, LinkedIn-driven traffic, SMS and social, answers service and pricing-band questions, and books a call without a contact form.
Service pages, sector pages, a results and case study structure the agency populates, pricing guidance and a discovery call calendar.
Intelligent Lead Nurture
Calls prospects who missed a discovery call, follows up proposals that went quiet, and reopens conversations that stalled after a scoping session.
Booking & No-Show Prevention
Confirms the discovery call, reminds at 24 hours, one hour and 15 minutes, and reoffers a slot the moment a prospect fails to join.
Reviews & Social Proof
Requests the review at the end of a campaign cycle or a completed project, when the client has just seen a report they were pleased with.
Keeps that going month after month with follow-up nudges and requests across Google and Facebook, so proof accumulates rather than spiking.
Lifetime Nurture & Retention
Works past clients, closed-lost proposals and dormant enquiries with AI calls at the six-month mark, where the warmest revenue usually sits.
Quarterly check-ins with former clients, seasonal planning prompts, upsell sequences for existing accounts and a structured referral programme.
The problem you are being paid to solve
Enquiries come to one person who is on delivery calls from nine until five. A referral rings at eleven, gets voicemail, and by Thursday has already spoken to two other agencies who happened to be free.
The prospect books a Tuesday discovery call, then a client emergency swallows their morning. One reminder email is not enough, the slot is dead, and nobody offers them another time.
A proposal goes out on a Friday and the follow-up depends on somebody remembering. Two weeks later it is stale, and the honest answer was probably a small objection that a phone call would have resolved.
Accounts that ended eighteen months ago on good terms are the warmest list the agency owns. New marketing directors, new budgets, new problems, and nobody has picked up the phone.
What the build changes
Inbound calls are answered while the owner is on delivery, qualified on budget, service need and timeline, and booked straight into the discovery calendar.
ai-receptionist
Confirmation and reminders at 24 hours, one hour and 15 minutes, with automatic recovery inside the hour when a prospect misses. The system targets 70% no-show recovery.
smart-appointments
Quiet proposals get a call rather than a fourth polite email, which is what surfaces the real objection while the budget conversation is still open.
ai-outbound-caller
Past clients and closed-lost proposals get worked at the six-month mark with AI calls, which is where most agencies find revenue they had already written off.
database-reactivation
A continuous engine collecting Google and Facebook reviews from current clients, targeting 5-10 a month, so the agency's own profile matches what it promises prospects.
review-automation
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say the agency takes 25 enquiries a month, books 15 discovery calls, sends 8 proposals, and has 200 past contacts nobody has touched.
about 16 hours a month back from the person who should be selling
When it pays for itself
Take a retainer of $2,000 a month held for an average of ten months, so a won client is worth around $20,000.
On these assumptions a single won retainer covers the snapshot many times over, which is the same argument you would make to any client about their own follow-up.
Your resale ledger
You pay $1,000 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $1,000 | $2,000 | $500 | $7,000 |
| Typical | $1,000 | $3,000 | $900 | $12,800 |
| Premium | $1,000 | $4,500 | $1,500 | $21,500 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot itself | Import, install, and a working walk-through in the sub-account you nominate. | — |
| Its automations | Every workflow that ships with it, tuned to how your client actually runs. | — |
| More automations | Additional workflows on the same foundations — another reminder, another branch, another tag rule. | — |
| Adjusting what is there | Retiming sequences, adding pipeline stages, rewriting the copy inside them. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party API work | — | Anything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.
Four of the nine, expanded
Inbound calls are answered while the owner is on delivery, qualified on budget, service need and timeline, and booked straight into the discovery calendar.
Confirmation and reminders at 24 hours, one hour and 15 minutes, with automatic recovery inside the hour when a prospect misses. The system targets 70% no-show recovery.
Quiet proposals get a call rather than a fourth polite email, which is what surfaces the real objection while the budget conversation is still open.
Past clients and closed-lost proposals get worked at the six-month mark with AI calls, which is where most agencies find revenue they had already written off.
Add labour
Specifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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