Six Layers. One Acquisition Process.
Lead-In connects advertising, follow-up, distribution, agent execution, and attribution into a single operating system your agency runs on.
What each layer does.
Acquire
Agency-level campaigns, compliant creative, structured testing, and budget management run centrally instead of producer by producer.
Distribute
Opportunities route to participating producers on weighted rules based on capacity, product, geography, and performance.
Engage
AI opens the conversation immediately, answers common questions, qualifies, books, reminds, and reschedules.
Convert
Every producer works the same pipeline stages, dispositions, calendar, and follow-up cadence inside one CRM.
Measure
Attribution follows the record from ad click through appointment, issued policy, AP, CAC, and ROAS.
Improve
Producer behavior is compared against outcomes so leadership can coach against evidence, not anecdotes.
From Meta ad to issued AP — and back again.
- 01
Meta Ads
Centralized campaign structure, creative testing, and spend controlled at the agency level.
- 02
Lead Capture
Standardized forms and capture logic feed one system of record.
- 03
Lead-In
The record enters the acquisition OS with source, campaign, and cost attached.
- 04
AI Conversation
Two-way SMS opens immediately, qualifies, and answers questions.
- 05
Weighted Agent Distribution
Routing rules assign the opportunity to the right participating producer.
- 06
Agent CRM
One pipeline, one process, one activity standard for every producer.
- 07
Appointment
Booked, reminded, and rescheduled without manual chasing.
- 08
Issued Policy
Outcome written back to the originating lead and campaign.
- 09
AP / CAC / ROAS
Economics calculated on issued business, not on lead counts.
- 10
Meta Feedback Loop
Issued outcomes are fed back so optimization targets customers, not clicks.
One System. One Scoreboard. One Acquisition Process.
Every producer runs the same process, every dollar is traced to issued business, and leadership sees the same numbers the campaigns are optimized against.
Common questions from agency leadership.
See The System Running Against Your Numbers.
We'll map your current acquisition model and show how each Lead-In layer would operate across your agency.