Conversion Funnels
You paid for the click. Find out where it went.
We fill in your form like a real buyer, and your toughest competitor’s, then send you every reply, timed, within 10 days. Free, and yours to keep.
The ad did its job. Then the path lost them.
Six places a paid-for lead goes missing. Count yours.
Ad
The ad promised one thing. The page says another.
We build: One message from the ad to the page to the form.
Page
The page is slow, vague, or buries the offer.
We build: One page per offer, with one clear promise and one next step.
Form
The form asks for nine things.
We build: The shortest form that still qualifies. The rest is asked after they book.
CRM
The lead lands in a shared inbox nobody owns.
We build: A named owner for every lead, routed in seconds.
Follow-up
Friday night’s form gets a reply on Monday.
We build: An instant reply with times to pick, then email, text and a call, in your voice.
Call
They book, then don’t show up.
We build: Reminders, a reason to show up, and a way back when they miss it.
Open the report before you ask for it.
A sample of the full report, from a made-up company, Northgate Supply, against a made-up competitor. Yours comes from your own form, in your name.
A real person fills in your form, then logs every email, text, call and voicemail for a week. The same person does the same at your competitor’s, at the same minute.
Northgate
60 h 25 m to a personCompetitor
12 h 17 m to a personAutomaticA personA bookingSample · one quote request, Friday 9:47 pm, seven days What it shows: the competitor had a person on it by Saturday morning. Northgate’s first person called on Monday.
- NorthgateCompetitorFirst reply from a person60 h 25 m12 h 17 mContacts in seven days25Fields on the form94A time to talk, offeredNoYes, in the first textPhone callMonday, voicemailMonday, held
The verdict: the competitor wins this lead on Saturday morning, two days before Northgate calls.
1
Ad to page
Leaks
The ad says “same-week quotes”. The page says “Contact us”.
2
Page and offer
Holds
Fast on a phone. The offer is clear above the fold.
3
Form
Leaks
Nine fields, three about the business’s history.
4
CRM and routing
Not visible
Not visible from outside. A 60-hour gap suggests nobody owned it.
5
Follow-up
Leaks
One automatic email, then nothing until Monday.
6
Booked call
Leaks
No way to pick a time. One voicemail, no second try.
Reply within minutes, with two times to pick.
- An automatic text from the form, with two times to pick.
- Every lead routed to a named person in seconds.
- A call within five minutes during working hours.
Each step can be done in-house. The report says how.
How we sized it, on Northgate’s numbers - 120 leads a month
- 72 answered after an hour (60%)
- +7.2 booked, at 10 more in every 100
- +1.44 customers, at 20% won
× $8,000 a customer × 12 months$138,240 a year
Your numbers replace these.
- Your CRM. Its stages, and who owns each lead inside it.
- Your close rate and deal values. The sizing uses your own once you share them.
- Your other sources. One shop is one path; the report says which one.
Northgate: what our shopper saw 10:12
- What the shopper saw
- Northgate against its competitor
- The One Change
- What I’d do this month
Chris records it himself. Keep it, forward it to your team.
Then, if you want it, we build the whole path.
Six stages, built as one system in your accounts. Open any stage.
What usually breaks
Ads send people to a page that wasn’t built for them.
What we build
One message from ad to page to form; links tagged so every lead carries its source.
- We measure
- Cost per click against cost per qualified lead.
- You own
- The ad accounts stay in your name.
What usually breaks
A vague promise, a slow page, the offer buried.
What we build
A page per offer, with proof and a single action.
- We measure
- Visits to leads, with the test we ran.
- You own
- Pages and code in your hosting.
What usually breaks
Long forms, no spam control, no record of consent.
What we build
The shortest qualifying form; consent captured and logged; an instant confirmation.
- We measure
- Form starts to submits; leads with a consent record.
- You own
- The form and the records.
What usually breaks
Leads sit in an inbox; nobody owns the next step.
What we build
One pipeline, clean stages, routing rules, a named owner for every lead.
- We measure
- Time from form to first human contact.
- You own
- The CRM, in your name.
What usually breaks
One email, a day late; no call; no way to stop.
What we build
Sequences timed from your own data; a phone script and call windows; one opt-out that works everywhere.
- We measure
- Replies, bookings and show rates by channel.
- You own
- Accounts, numbers, scripts and logs.
What usually breaks
No-shows, quotes that stall, revenue nobody can trace.
What we build
Reminders and prep, a recovery path, a clean hand-off to sales, one report from ad to revenue.
- We measure
- Booked, held and won, traced to the source.
- You own
- The calendar, the data and the reports.
Chris Putnam, our founder, has built this before.
- 2×
Abandoned-cart recovery, month over month
Recovery emails rebuilt for timing, subject lines and creative, with an outbound sales team working alongside email and text.
- 100%+
Month-over-month growth in B2B acquisition
A multichannel program, automated end to end, with less labour behind it, including the recruiting funnel for the Medical Advisory Board. Chris is Dapper Care’s CMO.
Cart recovery across email, text and phone, joined into one journey
Automated email and text, plus a five-person phone team on a new recovery script, joined into one customer journey.
“If you’re looking for someone who can drive growth and truly understand your needs, I highly recommend Chris and his team.”Steve Patzkowski, Co-Founder, Dapper Care
How it runs, and what it costs.
- $0for the Secret Shop
- 2funnels shopped, yours and a competitor’s
- 1change worth the most, in dollars
The Secret Shop
Free
We shop your funnel and a competitor’s. You get the report, the One Change and Chris’s video. Yours either way.
Build
From $15,000, fixed
We build or fix the stages the report found, in your accounts, at a price agreed before we start. Usually three to six weeks.
Run
From $5,000 a month
We watch the numbers, test, and tune the follow-up. Month to month, with 30 days’ notice.
What moves the price: how many stages we touch, the systems we connect, your lead volume, whether phone follow-up is part of it, and who makes the changes. Software, ad spend, texting and calling costs are paid by you, directly, in your name.
For your finance team.
What you own, how every number is measured, and how texts and calls are handled.
01
What you own
Everything we build is handed over to you. Nothing stops if we do.
- CRM and pipelineIn your name from day one
- Email and text accounts, sending numbersIn your name; you pay the vendors
- Phone numbers and call recordingsYours
- Consent records and suppression listsYours, in your systems
- Pages, forms and codeYours on final payment
- Flows, templates, scripts and the test logYours
02
How every number is measured
From your own systems, against the numbers recorded before the build, in the same window.
- From your own systems, with the period and the comparison beside it.
- Against the starting numbers recorded before the build.
- From the ad to the booked call and the sale. Platform figures are labelled as the platform’s own.
- Where volume allows, against a group that didn’t get the new follow-up.
- Tests that lose are reported too.
Every number carries one of three labels
- Measured Counted in your own systems.
- Estimated Worked out from measured numbers, with the method shown.
- Directional A sign, not a result. Never added to the totals.
03
Texts, emails and calls
Built into every path, and approved by your counsel before anything goes live.
- A separate, unticked opt-in for email and for text.
- An opt-out that works on the first reply, across every channel.
- Sending and call windows set by the buyer’s time zone.
- Registered sender numbers and suppression lists.
- A consent log in your systems.
We’re a marketing agency, not a law firm. Your counsel approves the opt-in wording and calling practices before anything goes live.
Who it’s for, and who it isn’t.
A good fit
- Leads already arrive, paid or not.
- A sales call or a booking comes after the form.
- You’re over $1 million in revenue.
- Someone on your side will act on what we find.
Not a fit
- You have almost no traffic yet.
- You want a guaranteed number before anyone has looked.
- You only want a new ad channel, or a redesign.
If the funnel isn’t what’s holding you back, the report says so.
Questions.
What does it cost in total?
The Secret Shop is free. A build is a fixed price from $15,000, agreed in writing before work starts. Running it is from $5,000 a month. Software, ad spend, texting and calling costs are paid by you, directly, in your name.
When does the report arrive?
Within 10 days of your request. We shop your funnel that week, then keep timing every reply for seven days, because slow follow-up is part of what the report measures.
What’s the catch with the free part?
We hope you hire us. The report is yours either way. Use it yourself, or hand it to another agency.
Will my team know it’s a test?
No, unless you tell them. That’s the point: you see what a real lead gets.
Will the competitor know?
The shopper fills in their form like any buyer. Your name isn’t mentioned.
How long is the contract?
The build is fixed. Running it is month to month, with 30 days’ notice.
Who owns the CRM, the accounts and the data if we stop?
You do. They’re set up in your name from day one. Pages and code are yours on final payment.
Is there a guarantee?
No promise of a percentage. You see the report before you spend anything, the build is a fixed price, and the running is monthly, so you can stop if the numbers don’t move.
How do you measure it?
From your own systems, against the starting numbers the report records, in the same window. If a result is flat, the report says flat.
How do you handle texts and calls?
Separate opt-ins, a working opt-out, sending and call windows by time zone, and a consent log in your systems. Your counsel approves the wording before anything goes live.
Can our own team run it after the build?
Yes. You own it, it’s documented, and running it with us is optional.
Do you work with listed companies and regulated industries?
Yes. We design to your rules and document them with you.
Send in the shoppers.
Your funnel and a competitor’s, shopped this week. Your report within 10 days. Free.
P.S. If the report shows your funnel is fine, I’ll say so. That’s worth knowing before you spend more on ads.Chris Putnam, founder