ZipTier for Agencies

Capture Leads for Yourself, and for Every Client

A prospect who just saw your case study lands on your site at 9pm, wonders whether you handle brands their size, and bounces to the next agency on their list. ZipTier answers from your own portfolio and service pages, qualifies budget and scope, and books the discovery call. Then it does the same thing for every client site you manage: one dashboard, many brands.

Live in minutes · One dashboard, many brands · Free to start
Brightloop Agency Assistant
Do you work with e-commerce brands doing around $2M a year? What do your retainers start at?
9:07 PM
We do. DTC and e-commerce are about half our portfolio, including two brands right at your size. Retainers start at $4K/month depending on channels. Want to walk through your goals on a 30-minute discovery call?
Book a discovery call
AI can make mistakesPowered by ZipTier
An agency team working together over laptops at a long table

Your Prospects Judge You by Your Own Funnel

Prospects who vet agencies notice when a lead-gen agency's own follow-up is slow. ZipTier meets them on your site, answers from your portfolio and service pages, and turns an anonymous visit into a qualified discovery call. Then it becomes a deliverable you can sell to every client.

The Agency Leak

Three Problems Endemic to Agencies

These gaps quietly cost you retainers before your team ever hears from the prospect.

01

You sell lead gen, but your own leads leak

The cobbler's children problem: your team is busy generating demand for clients while your own site visitors leave without a trace. Prospects notice when a lead-gen agency's own follow-up is slow.

02

Unqualified inquiries eat senior time

Account directors burn hours on discovery calls with prospects who were never a budget or scope fit. Nobody screens before the calendar fills.

03

Clients want conversion, and you need margin

Every client asks you to improve their site conversion; hiring humans to chat on ten client sites destroys the P&L. You need a deliverable that scales without headcount.

The Evidence

The Research Is Clear: Speed and Proof Win Retainers

Independent research on how buyers choose agencies shows why an always-on assistant on your site, and your clients' sites, is where retainers are won or lost.

+30%

An agency group captured 70+ leads in the first month on one of its own brands, lifted website-to-lead conversion 30%, and halved response times.

Source: Tidio / Pearl Lemon case study
21x

Contacting a lead within 5 minutes rather than 30 makes qualification dramatically more likely. The first agency to answer with substance usually gets the retainer.

Source: Oldroyd, MIT Sloan / InsideSales.com
97%

Of B2B website visitors leave without ever identifying themselves. On your own site that is the pipeline you are paid to find for everyone else.

Source: Marketo benchmark, widely cited
Longer

Agencies that own measurable conversion outcomes retain clients longer than those selling activity.

Source: Agency benchmark reports (SPI / Promethean)

Prospects expect a fast, meaningful first response, and they judge your craft by your own funnel. ZipTier closes that gap in minutes, for your site and for every client site you manage.

Prospect Journey

Guiding Prospects From First Click to Discovery Call

ZipTier supports prospects at every stage of vetting an agency, and captures the intent signals your team needs to follow up.

Four colleagues looking at a tablet together
1
Vet

“Are you legit?”

Answer the credibility questions instantly, so prospects stay engaged instead of moving down their list.

Common Questions Answered
  • What services do you offer?
  • Can I see case studies in my industry?
  • What results have you gotten for brands like mine?
  • Who is on the team, and do you outsource?
  • What channels do you specialize in?
Hands taking notes beside a laptop on a desk
2
Fit

“Are you right for us?”

Screen budget, scope, and expectations before a founder's calendar fills.

Common Questions Answered
  • What do retainers or projects cost?
  • Is there a minimum ad spend you require?
  • Do you work with companies my size?
  • How do you report and measure ROI?
  • How long until we see results?
A person signing a document at a desk
3
Engage

“How do we start?”

Close the remaining questions and book the discovery call while interest is high.

Common Questions Answered
  • What does onboarding look like?
  • How long is the contract commitment?
  • Can I book a discovery call this week?
  • Can I get a free audit or proposal?
  • Who would be my point of contact?
Built for Agency Founders

Everything You Need to Convert More Discovery Calls

Capture your own leads, screen fit before calls, and turn AI lead capture into a line item on your rate card.

Deploy for Every Client

Spin up a branded assistant per client site, trained on their content, reporting into their dashboard. A new line item on your rate card, with software margins.

Qualify & Score

Screen budget and scope before your calendar fills. Every discovery call arrives pre-qualified.

White-Label-Ready Reporting

AI insights show clients exactly what visitors ask and where they convert. Proof of work, ready to present.

Capture at Events

Agencies run client booths and webinars. QR capture becomes a service you can sell through, no clipboards.

Discovery Calls, Not Contact Forms

When a prospect is a fit, the assistant books straight onto your calendar with budget, channels and scope already attached.

Answers From Your Own Portfolio

Grounded in your case studies, service pages and pricing, so it never promises a capability you do not sell.

One Dashboard, Every Client Brand

Run your own assistant and one per client from a single place, each trained on that brand's content.

Never Oversells the Retainer

Scope and pricing answered only from what you have published. Anything bespoke is escalated to a human.

HubSpot-Native Handoff

Scored prospects land in your CRM, and with the full conversation attached.

Inside the Lead Record

The Discovery Call Arrives Pre-Qualified

You open one record and already know the brand, the budget, the channels in play, and which case studies they read. Skip the qualification call before the sales call.

Lead Details
Contact Information
Name
Priya Raman
Email
priya@lumenandco.com
Job Title
Head of Growth
Company
Lumen & Co.
Annual Revenue
$2M (DTC)
Country
United States
Lead Score
High
Intent Signals
Retainer pricingCase studies
Chat Summary
Runs growth for a $2M DTC brand. Asked which e-commerce clients we have worked with, what retainers start at, and whether we require a minimum ad spend. Wanted to see paid social results before booking.
Meeting Status
Booked discovery call
Lead Details
Sessions
2
First Visit
Sep 2
Last Visit
Sep 4
Activity Time
9 min
First-touch attribution
Referrer
https://clutch.co
Device
desktop · macOS
UTM Campaign
clutch_profile
UTM Source / Medium
clutch / referral
Country
US
Region
IL
from first contact · Sep 2
User session timeline↓ newest first · forward-only
Session 2Sep 4, 8:41 PM · 4m 20s · desktop / macOS
Arrived via https://www.linkedin.com · 3 pages this session
/case-studies2m 10s/pricing1m 05s/contact1m 05s
Session 1Sep 2, 1:14 PM · 4m 40s · desktop / macOS
Arrived via https://clutch.co/agencies · 3 pages this session
/services1m 50s/work1m 40s/about1m 10s
Example lead record in ZipTier. Details are illustrative.
Screened before your calendar is booked

Budget and scope read from the conversation. This one lands High with retainer-pricing intent, so senior time goes to a real fit.

The brief, already written

A $2M DTC brand, paid social, minimum-spend question. Nobody spends the first call asking what the first call used to ask.

Proof your own marketing worked

First touch traces to your Clutch profile, so you know which directory actually earns retainers and which one you can stop paying for.

Which case studies they read

Case studies, then pricing, then contact. Open the call with the work they already spent two minutes on.

What You Get with ZipTier
70+
Leads/month recovered (agency benchmark)
100%
Discovery calls pre-qualified
−30%
Bounce on client landing pages
10 min
Per site to launch
Directional outcomes based on ZipTier deployments. Results vary by portfolio and traffic.

Practice What You Pitch

Give your own funnel the treatment you sell, and give every client a conversion deliverable with software margins. Get started free, or talk to us about your roster.