Get Free Lead Leak CheckFollow-up gaps in agency client pipelines
Agencies run into the same follow-up problems as the businesses they serve, across several accounts at once. This page describes them. It is not a packaged service.
Where agency follow-up slips
Several client pipelines
Leads drift when each client has a different CRM, inbox, form, or spreadsheet.
No clear lead owner
A new inquiry needs an owner, a status and a next task before the account team loses context.
Campaign responses left alone
Replies and old opportunities sit without a client-approved next step.
Handoffs between agency and client
It is unclear who follows up, and who tells whom.
Reporting that stops at leads
Counts of leads are easy to report. What happened to each is harder.
Client approval
Anything sent to a client's customers needs the client's agreement first.
What is and is not available
Vayna's pilot is built for a single home-service business with its own calls, forms and estimates. It does not include an agency-management, content or lead-research product, and no automated worker is installed.
The free Lead Leak Check says whether the pilot looks like a fit for your own business. Anything beyond that would be a custom workflow, scoped and approved separately, with no assumed availability or price.
Tell me what you would need
A short note about the workflow is enough. Sending it does not start an offer, and nothing is sent to your customers.
Describe a custom workflow