For lead-gen agencies

From qualified call to live pipeline.

You sell speed to results. A funnel books calls that fit, and the moment a client says yes they sign, pay the setup, and get their pipeline provisioned without a manual handoff.

14 days, full access, no card. Free plan after.

The gap between yes and onboarded

  • You promise leads fast, then lose the first three days to contracts and onboarding paperwork.
  • Performance deals need a setup fee up front, and collecting it after the call slows the start date.
  • Every new client needs a fresh CRM location, tracking, and reporting stood up before the first lead can land.
  • Booked calls are a mix of serious buyers and tire-kickers with no idea of their cost per lead.

Qualified before they book

A quiz funnel qualifies on volume, target market, and budget before the call, so booked prospects match the campaigns you run. Answers land as a lead with source attached, ready to become a prefilled close.

From yes to onboarded

When the client commits, the setup fee and the agreement go out on one link. Once both clear, the CRM sub-account and reporting provision automatically, so the pipeline is ready to receive leads instead of waiting on a kickoff call.

Built for a setup fee plus per-lead or monthly performance terms, and it adapts to how you package your work.

One tool for your whole stack

The point tools lead-gen agencies stitch together today, replaced by one login.

Your stack, collapsed
FunnelsE-signatureOnboarding formsInvoicingReporting setupAutomation glueOne workflow

The point tools you stitch together today, and the glue between them, become one workflow. Sign, pay, and provisioning run on a single track.

Works with the stack you already run

StripeGoHighLevelNotionDiscordHubSpotCalendlySlackAirtableZapierGoogle DriveTrelloAsanaClickUp

All 20+ integrations →

See it run

Watch a close go
from yes to onboarded.

The demo runs the whole flow on a sample client: fill the form, sign, pay, and watch the workspace, channel, files, and kickoff email provision themselves. No account needed.

Live closeReady
Form
Signed
Paid
Onboarded
Agreement signed Payment received, $2,000/mo

Provisioning kicks off

Illustrative product data, not customer results

Onboarding infrastructure for lead-gen agencies.