A free 20-minute conversation

Check whether the lead handoff pilot fits your agency.

01One enquiry source
02One existing CRM
03A named workflow owner

Bring your current handoff.

Have your enquiry source and CRM name ready. Describe a recent handoff without sharing personal prospect data. The audit takes 7–10 business days; implementation is proposed at 10 working days after scope and access are ready.

Request a fit call by email →

For founder-led B2B digital service agencies

Glow Lead Handoff Pilot

Connect one enquiry source to your existing CRM. Give your team owner assignment, receipt acknowledgements, follow-up tasks and a visible exception queue.

One source, one pipeline

One existing enquiry form or shared mailbox connected to one existing CRM pipeline. The audit checks your exact tools and permissions.

Clear ownership and next steps

Up to 10 mapped fields, three routing branches and a fallback owner. One approved acknowledgement and up to two internal follow-up tasks.

Visible exceptions

An exception view and a daily summary for a named operator. Failures, missing owners and overdue tasks stay visible.

Tests and handover

Agreed acceptance tests, a workflow diagram, operating runbook, rollback procedure and a 45-minute team handover in client-owned accounts.

Best fit: an agency with existing inbound enquiries, an existing CRM and a named daily operator. Full website redesign, CRM migration, historic cleanup, new lead generation and ongoing monitoring require separate scope.

Proposed engagement

Start with a Glow Audit

€750

Upfront for the audit. Keep the process map, feasibility findings and written scope even if you stop here.

€3,500 combined audit and pilot

The €750 audit is credited once. Remaining implementation fee: €2,750, proposed as €1,375 at kickoff and €1,375 at written acceptance.

Proposed fees, excluding applicable taxes and client software. Scope, connector feasibility, timing and commercial terms must be agreed in writing before purchase.

Request a free fit call

Free 20-minute conversation. We reply to arrange a time.

Before you request a call

Is the fit call the paid audit?

The requested 20-minute fit call is free. The proposed €750 Glow Audit is a separate paid engagement with written findings. No payment or engagement starts through this request form.

How does the audit credit work?

If you proceed with the same scoped pilot, the €750 audit is credited once against the proposed €3,500 combined fee. The remaining implementation balance is €2,750, proposed as €1,375 at kickoff and €1,375 at written acceptance. Applicable taxes and software are extra.

Will this work with our CRM?

Support depends on your connector, software plan, permissions and routing needs. The audit verifies feasibility before implementation is agreed. A pilot may be declined or separately scoped if those checks fail.

How long does it take?

The proposed audit takes 7–10 business days after agreed inputs and access. Implementation is proposed at 10 working days after signed scope, access, approved copy and kickoff payment. We confirm capacity and dates in writing.

Does the pilot generate leads or guarantee revenue?

It handles enquiries already arriving. It does not include new lead generation, CRM migration or autonomous sales replies. Acceptance covers the agreed workflow tests; commercial results depend on your demand and team.

Do we need AI or a new CRM?

Keep your existing CRM where feasible. Prefer native rules and deterministic routing; AI is optional and is outside the core routing promise. Your team sends substantive sales replies.