Module · Leads from ads
4 featuresGroup: Sales and clientsQuestions: 3
The problem
Why this hurts
The agency pays for ads, leads land in a file, and the file ends up on WhatsApp. By the time anyone works out who called, half the contacts have gone cold and the other half were called by two agents.
What it does
What Leads from ads does
The Meta Ads file, straight in
CSV and Excel upload as they are. The system recognises the columns even when the form had custom questions.
Leads
Upload fileNew
6
In contact
11
Booked
4
A lead with no initials waits in the agency pool. The same number uploaded twice will not create a duplicate.
No calling twice
The same number uploaded again is caught by its last nine digits, whatever format it was saved in.
Agency pool and owner
A lead with no owner waits in the pool until someone takes it. You can see who took how many and what came of it.
Stage and handover
From new contact to booked meeting. When a lead matures, one click turns it into a CRM client with the full history.
Who it is for
For agencies that spend on advertising. It shows which campaign brings deals, not just clicks.
Questions
Before you ask
The questions that come up about this module on the first call.
What file does Meta Ads produce?
A CSV or Excel file whose columns depend on what the form asked. The system recognises them on its own, including custom questions you added.
What happens if I upload the same file twice?
Nothing bad. Duplicates are caught by the last nine digits of the phone number, whatever format it was saved in, so nobody calls the same person twice.
Does a lead go straight into the client database?
No. Leads sit separately until somebody speaks to them. When a contact matures, one click turns it into a CRM client with the full history.
The rest of the system
Sales and clients
Everything between the first phone call and a signed contract.
Client CRM
A client database that stays with the agency
AI on call
Calls answered, even during a viewing
Buyer requirements
Record a buyer once, let the matches find themselves
Day plan and activities
The agent knows what to do today before opening their phone
Deal board
All clients and listings on one board
Automations
Things that happen on their own when something changes
See it on your own data
A 30-minute call. I will show what leads from ads would look like in your agency, on your clients and your commission model.