Our Approach: A Proven Path.

Built on Trust. Measured by Results.

We treat your database like an asset under escrow—valued, protected, and only activated under the right conditions. Our proven approach is designed to deliver real results before any long-term commitments are made.

(1) Discovery & Demo

Let's See What You're Working With.

We start with a quick call and personalized demo. You show us your CRM, spreadsheets, or wherever your leads live—and we show you how our AI-agent brings them back to life. We discuss goals, audience, messaging and outcomes.

(2) Data Readiness

Structure Before Strategy.

Before campaigns begin, we help format and import your lead database into our system (via your dedicated sub-account). No CRM? No problem—we’ll help compile one & format as a CSV. This phase also includes collaborative messaging development tailored to your brand and objectives.

(3) Activation

30 Days. No Fluff. No Risk.

We kick off a performance-based, 30-day proof-of-concept trial. Your AI-Agent begins engaging leads through custom SMS workflows. You’re only billed for SMS usage—nothing else—until booked appointments start rolling in.

(4) Real-Time Tracking

Full Visibility. Zero Guesswork.

You’ll have access to live campaign dashboards, appointment calendars, and performance metrics through your EscrowLeads client portal. Weekly check-ins and automated updates keep you in the loop without adding to your workload.

(5) Review & Refine

From Trial to Partnership.

At the end of the 30-day trial, we sit down for a results review. If the campaign proved successful (and it usually does), we explore ongoing options that fit your goals—whether that’s a simple retainer model or a scaled, multi-campaign strategy.

(6) Onboarding for Scale

Agreements. Launch. Grow.

Once the right package is selected, we formalize the relationship, finalize workflows, and deploy long-term campaign strategies. Our goal is simple: drive consistent appointments from your existing database while building a partnership built on transparency, trust, and real ROI.

Performance-Based Trial

No Upfront Costs

Custom-Tailored Messaging

You don't pay until you start seeing appointments. That's how trust is built & escrow is established.

Ready to Activate?

You’ve seen the framework. Now it’s time to experience it. Schedule your personalized demo today and let’s get your leads working again.

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Innovation

Fresh, creative solutions.

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Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

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