For marketing agencies
Win the retainer. Then keep it.
New-business follow-up, booked discovery calls, proposals, and client reporting that runs itself, so your agency spends its hours on the work clients pay for, not chasing leads and logins.
Pipeline
New Inquiry
3 new
Discovery Booked
2 active
Proposal Sent
—
Retainer Won
—
Renewed
—
Conversation
Saw your case studies, do you take on SaaS clients?
We do. Free 20-minute teardown call Thursday at 11 or 3?
11 works.
A day with ElevateAI
A lead fills out your form at 11pm
The AI Employee replies in seconds, qualifies budget and scope, and books a discovery call before a competitor ever picks up.
Pitch day
Proposals, scope, and e-sign go out from the same place as your pipeline, so the retainer gets signed and invoiced without leaving the platform.
The monthly report is due
Client dashboards and review requests run on a schedule, so reporting and referrals happen without a single manual export.
A day for marketing agencies
Sample data
- 7:42 AMMissed call, text sent back in seconds
- 10:15 AMNew-business inquiry lands in your pipeline
- 12:30 PMProspect books a discovery call
- 3:05 PMProposal sent for e-sign
- 5:40 PMMonthly client report goes out on schedule
- 9:12 PMAI qualifies a late inquiry and books a call
The five stages, mapped to marketing agencies
- 1
Capture
Funnels, lead forms & ad-form leads
- 2
Nurture
Automated follow-up on every inquiry
- 3
Close
Proposals, e-sign & retainer invoicing
- 4
Reviews & referrals
Review requests & case-study asks
- 5
Reactivate
Win-back for paused & churned clients
Questions from marketing agencies
Can my whole team and our contractors use it?
Yes. Every plan includes unlimited users, so your account managers, strategists, and contractors can all work in the same platform at no extra per-seat cost.
Can it handle our new-business leads automatically?
Yes. The AI Employee answers calls and chats, qualifies the inquiry, and books discovery calls around the clock, so a lead never sits unanswered while you're delivering client work.
Will you help us move off our current agency stack?
We do. We have guided migration paths for tools like HubSpot, ActiveCampaign, ClickFunnels and more, and our team helps move your funnels, contacts and automations during onboarding.
Made for marketing agencies
- One login replaces your funnel builder, scheduler, proposal tool & invoicing
- AI Employee answers and books new-business leads around the clock
- Client-ready dashboards and scheduled reporting
- White-glove onboarding mapped to how your agency sells
We set up your pipelines and campaigns with you, 1-on-1, in your first week.
How onboarding works