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Capabilities

Everything between the ad and the outcome.

Twelve capabilities in three pillars: acquisition, conversion, and operations. Clients use one pillar or all three.

01 / Acquisition

Acquisition: generate demand and contacts.

Digital marketing

An in-house media team using AI and inference data to target campaigns, with every claim reviewed before it runs.

  • In-house media buying across social, search, and programmatic
  • AI-assisted targeting built on inference data
  • Creative built to each platform's policy for the category
  • Claim and disclaimer language logged with each ad version
  • Reporting tied to downstream outcomes
Read more about Digital marketing

Lead generation

Owned sites and funnels that produce first-party leads with documented source and consent.

  • Branded consumer sites and qualification funnels
  • First-party lead programs by vertical and geography
  • Source, campaign, and consent data attached to each record
  • Volume planning against buyer capacity
Read more about Lead generation

Reputation management

Review monitoring and response across platforms and locations, run as an operating process.

  • Review monitoring across platforms and locations
  • Response workflows with approval rules
  • Location-level reporting
  • Escalation of service issues to operators
Read more about Reputation management

02 / Conversion

Conversion: turn contacts into accepted work.

Contact center and intake

Our own U.S. call center, staffed in-house, running on call center technology we built.

  • In-house, U.S.-based intake agents
  • Inbound and outbound intake calls
  • Qualification scripts written with the client
  • Structured records for every contact
  • Warm transfers and scheduled callbacks
Read more about Contact center and intake

Automated follow-up

SMS, email, and voice sequences that keep contacts moving between human touches.

  • Speed-to-contact sequences triggered at submission
  • SMS, email, and voice follow-up on a schedule
  • Document and signature reminders
  • Sequences that stop when consent is withdrawn
Read more about Automated follow-up

Lead distribution

Rules-based routing that sends each record to the right buyer or team in real time.

  • Routing by geography, type, capacity, and schedule
  • Buyer caps, pacing, and filters
  • Real-time posting to buyer systems
  • Return and dispute tracking
Read more about Lead distribution

03 / Operations

Operations: run, measure, and govern the system.

CRM and automation

CRM builds and integrations that keep media, intake, and outcomes in one record.

  • CRM configuration and custom pipelines
  • Integrations with intake, e-signature, and case or patient systems
  • Task and assignment automation
  • API and webhook connections
Read more about CRM and automation