FROM SETUP TO A WORKING CLIENT ACQUISITION SYSTEM

A clear process, clear responsibilities and a system built around your business.

01

Phase 1 — Discovery & Kickoff

We learn your business, services, service area, customer journey and growth goals.

02

Phase 2 — Infrastructure Setup

Your CRM, tracking, pipelines, forms, automations and required integrations are configured.

03

Phase 3 — AI Calibration

Your AI conversation system is configured around your services, common questions, qualification process and appointment goals.

04

Phase 4 — Campaign Build

The selected advertising channels are configured, tracking is installed and campaign assets are prepared.

05

Phase 5 — Launch & Monitoring

Your system goes live. Early performance is monitored so issues can be identified and messaging or workflows can be adjusted.

06

Phase 6 — Optimization

Ongoing optimization focuses on campaign performance, lead quality, response speed, appointment conversion and the overall customer journey.

What We Need From You

Business information and service details

Brand assets

Access to required advertising/Google Business accounts

Pricing and service-area information

Timely approvals during setup

What We Handle

CRM and marketing infrastructure

AI setup and calibration

Campaign setup and tracking

Automation and follow-up

Optimization and ongoing marketing support based on your plan

Ready to see what the system could look like for your business?

Harvest is a multinational startup agency. we guide startups from concept to market leadership.

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