How it works

Four stages, each one measured

Start with the stage you need. Each one runs by itself once it is set up, and all four share one contact record and one set of consent rules.

Results by source: spend, applications, sales and the cost of each sale for Google Ads, Meta, email and text, refer-a-friend and a leaflet

Reach

Bring the right leads in

Connect your Google Ads and Meta accounts and manage them from one screen: budgets, keywords and adverts, each change checked before it is sent and logged with what it did. Overnight the platform reads every account and lists what is wasting money, with the figures behind it. Landing pages and multi-step forms sit on your own domain, with a live lender decision where you need one.

A campaigns table: three campaigns, each with an on and off switch, its leads, cost per lead and spend, and a total row

Re-engage

Follow up every lead and application

Sequences of emails and texts start on a form, an import or a status from your CRM, wait, send, and stop the moment someone completes or opts out. An abandoned application is followed up with a link back to where the person left off. A lead your team could not reach gets one link: still looking, and when to call.

A sequence drawn as a flow: enrolled when an application is left for an hour, a text, a two-day wait, an email, and where it stops

Retain

Keep the customers you have

Hold each customer's products and their dates. A renewal, the product they have not taken, a better deal when one exists, a service or MOT coming due: each is a journey that starts itself on the right day.

The Retention screen: customers with products, how many end in 90 days, how many are in an opportunity today, and one play with 74 customers

Refer

Turn customers into introductions

A refer-a-friend programme per brand, with a link for every customer, a hosted page, and a reward earned when the friend completes, not when a link is clicked.

A refer-a-friend report: links issued, shares, clicks, applications, conversions, and rewards earned, paid and still to pay

Then see what each one earned

Leads are tied to the advert or message that produced them, with your own pipeline stages, a forecast, and revenue at the final stage. Cost per lead and cost per sale are shown by source. Rates are worked on delivered, never on sent.

A pipeline for one campaign: leads at each stage, the forecast for each stage, expected revenue of £36,600 and revenue of £31,500 at the final stage

What stops a journey

A sequence is only safe if it knows when to be quiet. Every send step checks these first, every time.

Completed.

The form finished or your CRM says converted.

Opted out.

An unsubscribe, a STOP, or a complaint, per channel.

No consent.

For that channel, at the moment of sending.

Outside hours.

Your send window and the quiet hours.

Undeliverable.

A dead address or number, shared across clients.

Paused.

A billing hold or the platform's emergency switch.