FOR ADS AGENCIES

Start the ad sales call where the click lands

Find local prospects and check the sites paid clicks land on. Show a visible issue, follow up with the owner and get your service scope signed.

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Free plan. No card needed. No expiry.

birchquayheating.com7.4 s

LoadingHeating help for London homes2

Call 519-555-01294

★★★★★

Furnace repairHeat pumpsMaintenance1

BEFORE YOU CALLBirch Quay HeatingLondon, ON

1Google ad tag found on pages read
2Slow phone loading supported by evidence
3Header phone number has no tap link
4No booking route found on pages read

90FIT
SCORE

Public pages: site findings can include detected ad tags
Your mailbox: paid sequences send through your own account
Online signing: save the agreed scope and update the deal

Google ad tag found on pages readSlow phone loading supported by evidenceHeader phone number has no tap linkNo booking route found on pages readGoogle ad tag found on pages readSlow phone loading supported by evidenceHeader phone number has no tap linkNo booking route found on pages readGoogle ad tag found on pages readSlow phone loading supported by evidenceHeader phone number has no tap linkNo booking route found on pages readGoogle ad tag found on pages readSlow phone loading supported by evidenceHeader phone number has no tap linkNo booking route found on pages read

01 /BEFORE ACCOUNT ACCESS

Give the owner a reason to talk

A cold lead’s name and number cannot diagnose an ad campaign. Owners already hear offers of cheaper clicks, and early requests for account access can stop the conversation.

The public site gives you a starting point. Slow landing pages or missing phone links can get between paid visitors and enquiries. Ask how clicks become calls or bookings.

One retainer may need a partner’s approval; another owner wants a landing-page quote first. Keep that story and next step with the opportunity, while campaign work stays in your ad tools.

Your week with Attunr

01
Monday: find and research
Scan a trade and town, save businesses you could help and check their sites. Public site facts can show ad tags, giving you a question about current advertising.
02
Tuesday: discuss the landing page
Call through your own phone or app. Ask what visitors should do after an ad click. Discuss checked speed, phone-link or booking issues and save the owner’s answer.
03
Wednesday: pitch and follow up
Send findings, suggested fixes and available screenshots on a pitch page. Paid sequences need a connected mailbox and enabled sending. Make call and task steps yourself.
04
Friday: agree fees and responsibilities
Write landing-page work and management fees into your proposal. Separate the owner’s media budget from service prices. Send for online signing, then prepare the agreed delivery.

03 /SHOW A PUBLIC FINDING

Use ad tags to start a question

Read the before-you-call card for public page facts, including detected ad tags. Checks cover speed, phone layout and contact options.

For Birch Quay Heating in London, ask what customers should do when their furnace stops. Discuss the checked phone link and booking route.

A tag doesn’t show whether ads are running, their cost or performance. Ask about the owner’s experience before proposing changes.

LANDING POINT ADSFor Birch Quay HeatingMade for Owen

Gfurnace repair london ontarioPage 2

1Birch QuayCall: 555.0148

3LoadingHeating help for London homes

2Call 519-555-0129

Welcome to our website! We are a family owned business serving the greater area.

★★★★★ 4.5 (63 reviews)

Furnace repairHeat pumpsMaintenance

What we’d fix first

1Make the main phone number tappable
2Put a booking route near the top
3Address the phone loading issue

Pick a timeCall me instead

Your page for Birch Quay Heating was openedread 66%

04 /AFTER THE FIRST YES

Separate landing-page work and retainers

Some owners want the page fixed before discussing ads; others want one agreement. Use packages or custom lines to describe your work.

Mark one-time and monthly amounts, and say who handles the advertising budget. Keep responsibilities clear before asking for acceptance.

Signing your proposal saves acceptance and moves the linked opportunity to won. Set up client billing and ad-account access through your usual process.

PROPOSAL · BIRCH QUAY HEATING

Ad management service

$950a month

Management scope and reporting
Landing page work quoted separately
Media budget paid separately

SIGNED

SIGNED BY Owen ReidFri 11:15

PROPOSAL

WON

Birch Quay Heating$950 a month

Keep the next account moving

Find local businesses

Compare graded websites from a service-and-town search. Choose businesses your agency understands before spending time on a pitch.

Requested lead lists

Eligible paid accounts can request a trade, town and website gaps, such as ads without visible call tracking. Review delivered leads for fit.

Saved sales context

Save call notes and outcomes with the lead. Record interest in Google ads, Meta ads, landing pages or speaking with an existing supplier.

Mailbox follow-ups

Enable paid sequence sending from a connected mailbox. Detected replies stop the run. Reps still make calls and do other steps.

Opportunity tracking

Use the pipeline for your agency’s sales. Move deals from conversation to meeting and proposal as the owner agrees each next step.

Your own brand’s marketing

Team and Scale support connected social channels and formats, agency-site SEO checks and own-brand reports. Connect channels and a report sender first.

Choose your agency’s sales plan

Free includes one person, Starter three, Team ten and Scale thirty. Each has one workspace for selling; Team and Scale include managers and leaderboards.

Agency Pro adds branded client hubs for reports and requests. White label is included for up to 10 people and 30 clients.

Agency Pro costs 349 US dollars monthly, or 244 a month billed yearly. Use the client hub after the ad service agreement.

Start with the page after the click

Start free with no card. Check a prospect’s site and open with a finding you can explain.

Start free

QUESTIONS

Good to know

What should a PPC agency use a CRM for?

Keep prospecting, conversations, follow-ups and proposals together. Use advertising tools for campaigns, attribution and delivery reporting.

Can the site check audit a Google or Meta ad account?

It reads public pages and can show ad tags. With the owner’s permission, use your ad tools to inspect account settings, spend and performance.

Can I quote a website fix and monthly ad management?

Yes. Show one-time and monthly amounts with your scope. Make management fees and the client’s media budget clear.

Can I request leads with specific advertising gaps?

Eligible paid accounts can request trade, town and website gaps, with allowance and lead room available. Requested preferences don’t mean every delivered business matches.

Does it collect the client’s service fee or ad budget?

Online proposals save scope and signatures. Handle invoices and media payments in your own billing and advertising tools.

START FREE

Start with the businesses near you

Run a free market scan and see which local sites need help. No card needed.