Agency client acquisition
Cold email to a free audit report, a report page with a booking link, a strategy call, and a signed retainer.
7 steps6 connections5 benchmarks6 checklist itemsForecast period: 30 days
How this funnel works
The outbound motion that works for agencies: a personalized audit or report as the reason to reply, a page that holds the report and a calendar, and a strategy call that closes a monthly retainer. Cold email is an email source with its own UTM campaign, and every offline step is fed by the CRM so cost per client is on the canvas.
Built for: Marketing, SEO, and paid-media agencies selling $1,500 to $10,000 monthly retainers.
Benchmarks
Low, typical, and high values a marketer would recognize. The forecast preset uses the typical column.
| Step | Low | Typical | High |
|---|---|---|---|
Cold email reply rate Conversion rate · personalized sequences, 3 to 4 touches | 2% | 5% | 10% |
Report page to call booked Conversion rate · after a positive reply | 15% | 30% | 50% |
Call show rate Conversion rate | 55% | 70% | 85% |
Call to signed retainer Conversion rate | 15% | 25% | 40% |
Cost per booked call Cost per lead · tooling plus SDR time | $60 | $150 | $350 |
Setup checklist
In the app, items flip to done when the Setup Assistant verifies the matching node.
- 1Cold email links carry utm_source=outbound&utm_medium=email
- 2Report page tracked per prospect (path or query match)
- 3Report viewed captured as a pageview with identify from the link
- 4Calendar booking captured as a form event
- 5Call held and retainer signed pushed from the CRM
- 6Signed retainer carries first-year value
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