Turn More Website Visitors Into Booked Discovery Calls
ZipTier puts an AI Sales Rep on your website 24/7 that engages prospects, answers from your portfolio and services, qualifies budget and scope, and books the right prospects with your team. Then deploy the same experience across every client site you manage.
Embed ZipTier as a search bar, button or a link, anywhere on your site.
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.
- Answers from your portfolio and services. Case studies, service pages, pricing and team bios become the source data, so prospects get specific answers about work like theirs, any hour of the day.
- Qualifies budget and scope. It picks up spend, channels, industry and timeline from the conversation and scores the lead on rules you set, so senior time goes to real fits.
- Books the discovery call. Your strategy team's calendar opens inside the chat, and the conversation lands in HubSpot as a brief, not a contact-form line.
- Runs on every client site too. Deploy the same assistant across the brands you manage from one dashboard, and sell it as a deliverable rather than a cost.
Results that speak for themselves
“I'm really impressed with ZipTier! As someone managing B2B paid advertising accounts and obsessed with increasing website conversion rates, ZipTier provides a great set of tools and functions to squeeze more out of the traffic my clients are already getting. I just told a client today they need it and they were excited to test it!”
Three Problems Endemic to Agencies
These gaps quietly cost you retainers before your team ever hears from the prospect.
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.
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.
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 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.
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.
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.
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.
Agencies that own measurable conversion outcomes retain clients longer than those selling activity.
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.
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.
“Are you legit?”
Answer the credibility questions instantly, so prospects stay engaged instead of moving down their list.
- 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?
“Are you right for us?”
Screen budget, scope, and expectations before a founder's calendar fills.
- 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?
“How do we start?”
Close the remaining questions and book the discovery call while interest is high.
- 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?
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 your one 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.
Client-Ready Reporting
AI insights show clients exactly what visitors ask and where they convert. Proof of work, ready to present, with white-label on Pro and Premium.
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 HubSpot, or any other CRM using our CSV export, with the full conversation attached.
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.
Budget and scope read from the conversation. This one lands High with retainer-pricing intent, so senior time goes to a real fit.
A regulated fintech, $40k a month on paid search, plateaued, and wary of bait-and-switch staffing. Nobody spends the first call asking what the first call used to ask.
First touch traces to your Clutch profile, so you know which directory actually earns retainers and which one you can stop paying for.
Case studies, then pricing, then contact. Open the call with the work they already spent two minutes on.
Frequently Asked Questions
What agency founders and account directors want to know before putting an AI assistant on their own site and their clients’ sites.
What does ZipTier do for a marketing agency?
ZipTier puts an AI assistant on your agency site that answers prospect questions from your own portfolio and service pages, qualifies budget and scope, and books the discovery call. You can then run the same kind of assistant on each client site from one dashboard.
Will the assistant promise services or results we do not offer?
No. It answers only from the content you provide, such as case studies, service pages and pricing, and anything bespoke is escalated to a human.
How does it qualify prospects before a discovery call?
It reads each conversation for BANT signals (purchase, timing, authority, need and budget) and grades every captured lead High, Medium or Low using scoring rules you set. When a prospect is a fit, the assistant books the call on your Calendly or Google Calendar inside the chat.
Can I run ZipTier on client sites from one account?
Yes. Each campaign has its own branding, knowledge base, lead settings and analytics, so you can run an assistant for your agency and one per client, each trained on that brand’s content. Active campaign limits are 3 on Free, 25 on Starter, 75 on Pro and 150 on Premium.
Is there a white-label option for client work?
Yes. Pro and Premium plans support white-label mode, which removes ZipTier branding entirely. AI insights also show clients what visitors ask and where they convert.
Does ZipTier work with HubSpot?
Yes. ZipTier integrates natively with HubSpot on every plan, including Free, and each High-scoring lead creates or updates a HubSpot contact with an AI-generated conversation summary attached. For any other CRM, export leads as CSV from the Leads page.
How long does setup take?
Most teams launch their first assistant in under 10 minutes with no coding. Train it on your documents and websites, test it in the Sandbox, then add it to a site with a single script tag.
What does ZipTier cost, and is there a free plan?
The Free plan costs $0, needs no credit card, and includes 3 campaigns and 20 AI conversations per month. Paid plans start at $99/month for Starter, white-label comes with Pro at $499/month, and all plans are billed monthly with no long-term contracts.
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.