Sectors

Built for businesses where every message has to be defensible

The same four stages, shaped to the product and the regulator in each sector. Consent, opt-outs and the record are the same everywhere.

The five checks made before every message, then one email sent and one text held back because the person had replied STOP
Finance and lending

Loans, mortgages and brokers

Follow up the application that stopped at step three. Warm up a mortgage six months before its deal ends. Pay a referral when the loan completes, not when a link is clicked.

  • Cost per application and per paid-out loan, by advert
  • Pipeline stages: Sale, Documents, Lender, Offer, Paid out
  • Revenue counted at Paid out, with a forecast before it
Insurance

Protection and general insurance

Renewals timed from the policy's own date. The gap a customer declined at the mortgage, offered again later. A referral reward paid when the first premium is collected.

  • Plays: renewal, cross-sell, declined add-on
  • Revenue counted at the first premium paid
Debt advice

Consolidation, IVAs and debt plans

A hosted form that routes by what the person applied for, a live lender decision in the middle, and a short follow-up that says who will call and when. Quiet hours respected.

  • Routing by residential status and amount, shown as rules
  • One-tap reactivation of the leads your advisers could not reach
  • Every consent wording kept word for word
Automotive

Dealerships and motor finance

A dealer website with live stock, where a visitor can enquire, reserve a car or book a test drive in a tap, and every enquiry is traced to where it came from. Service and MOT reminders from the car's own dates. The customer whose finance ends in four months, invited into the next vehicle.

  • Stock, vehicle pages, offers and a feed for the portals
  • Cost per enquiry and per sale by source, online and offline
  • Plays: next vehicle, finance ending, service due

Your products, your stages, your words

A new account starts from a sector's pipeline and plays, then edits freely. The sheet your team already keeps is imported in its own column names.

Six starting pipelines.

Loans, mortgage broker, protection, debt advice, car dealer, general.

Forecast per stage.

Expected revenue before the money lands.

Two values per lead.

What was applied for, and what you earn.

Your sheet's names.

"Dox", "Len", "Off", whatever your team calls them.

Not sure where you fit?

Tell us what you sell and what a sale is. The set-up takes an afternoon.

Talk to us