Agency SnapshotWalkthrough
Agency Snapshot Walkthrough

Everything this snapshot installs, in one place

Demo booking with abandoned booking follow-up, sales call reminders, a webinar funnel, payment follow-up, review requests and client onboarding, plus two AI agents. Watch the walkthrough, then open any piece to see exactly what it does.

Start the Walkthrough See what's inside

What's inside the snapshot

One install adds the whole system to the account. Here is the inventory, with a page for each piece.

Automations Demo, sales call, webinar, payment, review and onboarding follow-up. See every automation AI Agents A self-demo voice agent and a lead research agent. Meet the agents Pipelines Main Leads, AI Employee and Webinar. Calendars Demo calls, sales calls, a team member's calendar and quick calls. Forms and Surveys Demo booking, status updates, webinar registration, referrals, review and onboarding surveys. Custom Fields Status form answers, onboarding details and referral tracking. See every field Custom Values The business's details, links, offer and webinar settings, set once and used everywhere. See every value Tags Status tags that move contacts between automations. See every tag

The lead journey

How a lead moves through the snapshot, from the first form or call to a sale, onboarding and a review. Open any automation to read exactly what it sends.

  1. 1

    Gets in touch

  2. 2

    Books a call or demo

  3. 3

    The meeting

  4. 4

    Buys

  5. 5

    Gets started

  6. 6

    Leaves a review

Where opportunities move

AI Employee

  1. Booked DemoDemo: Status Tag Router
  2. Completed DemoDemo: Status Tag Router
  3. SoldDemo: Status Tag Router, Payments: Status Tag Router

Main Leads Pipeline

  1. Contacted LeadSales Calls: Status Tag Router
  2. Unable To Contact LeadSales Calls: Status Tag Router
  3. APPT SetSales Calls: Status Tag Router
  4. No ShowSales Calls: Status Tag Router
  5. CanceledSales Calls: Status Tag Router
  6. SoldSales Calls: Status Tag Router

Webinar

  1. RegisteredWebinar: Status Tag Router
  2. AttendedWebinar: Status Tag Router
  3. Visited Replay PageWebinar: Status Tag Router
  4. Opt-in 2-step CheckoutWebinar: Status Tag Router
  5. PurchasedWebinar: Status Tag Router

Then walk the system, part by part

The walkthrough has one part per system. Each part explains what happens and lists the automations behind it.

For the detail-oriented

Every piece the snapshot installs is documented, so nothing is a black box.

Automations

Open any automation to read what it sends and when, word for word.

Explore automations

Custom Values

The settings that make the system the agency's own: business details, links and offers.

Explore custom values

Custom Fields

The details saved on each contact: meeting outcomes, onboarding answers and referrals.

Explore custom fields