From First Contact to Closed Sale in 4 Steps
We don’t just automate your leads – we generate them, qualify them, and book them. Here’s exactly how Flow Agent transforms cold traffic into predictable revenue.
PHASE 0
Discovery
We Map Your Complete Customer Journey
Current State Analysis
–> Marketing performance review (if running)
–> Cost per lead and acquisition analysis
–> Conversion rate audit at each stage
–> Budget waste identification
–> Lead source analysis and quality
–> Response time and follow-up review
Revenue Opportunity Calculation
–> Lead waste from poor qualification
–> Competitor theft from slow response
–> Marketing waste from poor targeting
–> No-shows from lack of follow-up
–> Total monthly loss calculation
–> Retargeting campaigns (warm traffic) allocation
PHASE 1
Marketing Strategy & Campaign Setup
We Build Your Lead Generation Machine
Strategic Foundation
–> Deep competitor and market research
–> Detailed customer avatar development
–> Problem-focused messaging creation
–> Multi-channel campaign strategy
–> Platform selection and budget allocation
Multi-Channel Deployment
–> Google Search Ads (intent-based)
–> Google Performance Max (AI-optimized)
–> Facebook/Instagram Ads (demographic)
–> LinkedIn Ads (B2B professional)
–> YouTube Ads (video education)
–> Retargeting campaigns (warm traffic) allocation
Campaign Development
–> High-converting landing page design
–> Ad creative (copy, graphics, video)
–> Sales funnel construction
–> Lead magnets and offers
–> AI optimised nurture sequences
Tracking & Attribution
–> Conversion tracking installation
–> Attribution systems setup
–> ROI tracking from click to sale
PHASE 2
Marketing Launch & Optimisation
Your Campaigns Go Live
Launch Phase
–> Ads live across chosen platforms
–> Landing pages published and tested
–> Tracking pixels installed
–> Monitoring and quick adjustments
Ongoing Campaign Management
–> Daily monitoring and optimisation
–> Weekly performance reviews
–> Monthly strategic scaling decisions
–> Continuous creative testing
–> CPA optimisation
PHASE 3
AI Engineering & System Build
We Build Your Custom AI Brain
AI Engineering
–> Your services and packages
–> Common questions and objections
–> Qualification criteria and scoring
–> Brand voice and communication style
–> Handoff protocols for humans
System Integration
–> Flow Agent CRM with custom pipelines
–> Calendar booking integration
–> Multi-channel deployment
–> Email and SMS / WhatsApp automation
–> Team notification protocols
Marketing Integration
–> Landing page chat widgets
–> Form submission AI triggers
–> New lead voice AI phone calls
–> Social media DM automation
PHASE 4
Ongoing Growth & Optimisation
We Scale What Works, Cut What Doesn’t
Marketing Optimisation
–> Campaign performance analysis
–> Budget reallocation to winners
–> Creative refresh and testing
–> Audience expansion strategies
–> Landing page conversion improvements
–> Cost per acquisition reduction
AI & System Optimisation
–> Conversation analysis and improvements
–> Qualification refinement by close rate
–> Automation workflow optimisation
–> Response time and booking tracking
–> New feature implementation
–> Continuous learning from data
Ready to Create Your AI Advantage?
Book a free 30-minute strategy session where we’ll analyse your current lead flow and show exactly where AI can help