Help your clients convert the leads you generate.
CompanyOS adds the post-acquisition layer: lead capture, qualification, owner assignment, follow-up, human approval, and weekly reporting after your campaigns go live.
The agency problem
Your agency helps clients create opportunities. CompanyOS helps make sure those opportunities are treated properly after they arrive.
Each generated lead keeps its source, campaign context, and routing expectation.
CompanyOS captures the lead after generation instead of letting it disappear into inboxes or spreadsheets.
The client owner, next step, SLA, and follow-up status become explicit.
AI drafts and proposes, but sensitive client-facing messages stay approved by the client team.
The agency sees what happened after generation: assigned, followed up, advanced, stuck, or lost.
The shared workflow
The post-acquisition layer improves visibility between lead generation and opportunity progression.
Lead sources, campaign context, and intake channels are normalized into one operating loop.
Every generated lead has a client owner, follow-up SLA, and next step.
AI proposes actions, drafts follow-ups, and prepares reporting without taking over sensitive judgment.
Sensitive messages and qualification calls route to named client owners for approval.
Weekly reporting shows what happened after lead generation and where conversion feedback is missing.
Partner models
CompanyOS can support a referral motion, co-sell motion, or later packaged partner offer.
You refer clients with messy post-leadgen follow-up into a workflow audit.
We map the post-acquisition layer together for a client already buying lead generation.
Later, repeatable patterns can become a packaged or white-label-style partner offer.
First test
Bring one client with messy post-leadgen follow-up.
We run an audit, install the workflow, and measure whether more opportunities get advanced.
Partner test
Discuss a partner test.
Bring one client with messy post-leadgen follow-up. We will map the workflow, install a governed loop, and report what happens after generation.