PINNACLEMEDIA
Book a strategy call
How It Works

Four steps from first call to a system you can manage.

Step one takes two minutes. From there we review your setup, map the build on a 30-minute call, build and test everything on demo records, and launch with weekly reporting from your first live week.

Every workflow tested on demo records before a real lead touches it

One partner accountable for ads, CRM, follow-up and AI

30-minute call · No deck, no pressure · We’ll tell you straight if we’re not a fit

  • 5-minute speed-to-lead standard
  • Retargeting that brings leads back
  • Weekly reporting from week one
  • Tested on demo records before launch
  • Compliance-aware by default
  • Built by a working operator
At a glance

Four steps. Step one takes two minutes.

  1. 2 minutes

    Apply + book

    A short application about your business, industry and ad budget, then pick a time.

  2. 30 minutes

    Strategy call

    We review your ads, CRM, follow-up and reporting before the call, then map where leads leak and what we’d build.

  3. Scoped on the call

    Build + test

    Campaigns, tracking, pipelines, drips and your KPI homebase, built as one system and tested on demo records before launch.

  4. Weekly, from launch

    Launch + report

    Go live with a 5-minute speed-to-lead standard, then weekly reporting and tuning. AI agents go live only once they meet your standard.

Step by step

What happens at every stage.

  1. 012 minutes

    Apply + book

    A short application, then you pick a time.

    • Tell us about your business, industry, ad budget and main goal
    • Share the biggest bottleneck you’re facing right now
    • Pick a time for a 30-minute strategy call
  2. 0230 minutes

    Strategy call

    We do the homework before the call, not during it.

    • We review your current ads, CRM, phone setup, follow-up and reporting beforehand
    • On the call, we map where leads leak and what we’d build to fix it
    • You get the right package for your business and its pricing, on the call
    • If we’re not the right fit, we’ll tell you
  3. 03Scoped on the call

    Build + test

    One team builds the whole system, then tests it before a real lead touches it.

    • Full-funnel campaigns and creative direction, inside your own ad accounts
    • Full tracking and retargeting
    • CRM build tailored to you and your industry: pipelines, routing, a 5-minute speed-to-lead standard and drips for every stage
    • Spam protection, number health and your team KPI homebase
    • Every workflow tested on demo records before launch
  4. 04Weekly, from launch

    Launch + report

    Go live, then measure and tune every week.

    • Launch with the 5-minute speed-to-lead standard and retargeting flowing back to Meta and Google
    • Weekly reporting from your first live week, pulled from your own accounts
    • Ongoing tuning of campaigns, follow-up and routing
    • On the AI upgrade, the agent trains for 1 month on your data and goes live only once it meets your standard
Book a strategy call Start with a 2-minute application. We’ll review your setup before the call.
Before launch

Nothing goes live untested.

Before a real lead touches the system, every part of it is checked.

  • Every workflow, drip and routing rule run on demo records
  • Consent language in place on every form
  • An owner and a first-call task on every new lead
  • Drips that pause on reply and create a task
  • SMS only after an approved A2P 10DLC registration
  • Sensitive data kept out of ad platforms and plain CRM fields

Every build starts with a 30-minute call.

We look at your ads, CRM and follow-up, show you exactly where leads leak, and tell you straight whether we’re the right fit. No deck, no pressure.

Book a strategy call
Process FAQ

Timeline, contract and what to expect.

How long until we’re live?

It depends on what already exists, so the timeline is set on the call after the review. Every workflow is tested on demo records before launch, and weekly reporting starts your first live week.

What happens on the call?

We review your setup beforehand, then spend 30 minutes on where leads leak and what we’d build. If we’re not the right fit, we’ll tell you.

Is there a contract?

Yes, terms are agreed in writing before any build starts, and we walk you through them on the call. No surprises after you sign.

Who owns the ad accounts and data?

You do. Campaigns run in your own Meta and Google ad accounts, and your CRM, pipelines, recordings and lead data stay in your business. We work inside them with the access you grant.

Is there a minimum ad spend?

Ad spend is paid directly to Meta and Google, never to us. We ask about your current and planned budget in the application and tell you honestly on the call whether it fits your market and goals.

How is it priced?

Every package is a one-time setup plus a monthly retainer. It’s scoped after we review your current ads, CRM and follow-up, and quoted on the strategy call, so you pay for the build your business actually needs. Ad spend, software and usage fees are always separate.

Do you guarantee results?

No. We don’t promise specific results, timelines, score changes, policy approvals or deal counts. We guarantee the process: tested before launch, measured every week, and reported straight from your own accounts.

Next step

Step one takes two minutes.

Start with a short application, then a 30-minute call on your ads, CRM and follow-up. You leave with a clear plan, whether or not we work together.