LiveLead · For professional services

Lead generation
for professional
services.

We run your ads, qualify new enquiries, and connect the right prospects directly to your team. Every conversation lands in your CRM, with follow-up that keeps the opportunity moving.

Meta & Google acquisitionQualified live handoffsCRM & ongoing nurture
EXAMPLE WORKFLOW · ILLUSTRATIVE DATA
The connected growth model

Ads → conversion → retention.

One plan connecting the work before, during and after the sale.

01 / Ads

Bring the right people in.

Campaigns and landing pages built around the clients you want, the services you sell, and the markets you serve.

  • Meta & Google campaign management
  • Creative, messaging & landing pages
  • Source tracking tied to qualified opportunities
02 / Conversion

Join the conversation at the right moment.

Your AI agent responds, asks the agreed questions, and connects suitable prospects to an available professional.

  • Inbound calls & new-enquiry response
  • Qualification, live transfer & appointment fallback
  • CRM records, conversation notes & routing
03 / Retention

Stay useful until they are ready.

Keep longer decisions moving. Reconnect with past enquiries and support the relationships that create renewals and referrals.

  • Behaviour-based email & SMS nurture
  • Database reactivation & appointment follow-up
  • Renewal, past-client & referral communication
A Clickflow product

From the ad to
the live conversation.

LiveLead is a focused software product from Clickflow for lead qualification, live handoffs and follow-up tracking. We pair it with our managed service for paid campaigns, lead enrichment and tailored follow-up workflows.

Follow one example prospect through response, qualification and handoff. Switch team availability to see how a booking fallback keeps the next step clear.

  • Agreed qualifying questions
  • A brief for the person taking the call
  • Source, notes and next action in your CRM
Keep the opportunity moving

Their timing changes.
Your follow-up adapts.

Some prospects are ready now. Others need time, useful information or a reason to reconnect. Build a relevant next step around the relationship.

  • Longer decision-cycle nurture
  • Appointments, renewals & reactivation
  • Human conversations when interest returns
Built around your profession

The same handoff.
A different conversation.

LiveLead adapts the acquisition offer, questions, routing and follow-up to how your clients choose you.

Real estate teams & brokerages

Buyer & seller conversations.

Connect enquiry generation, agent routing, appointments and long-term relationship nurture.

↗
Enquiry → Agent conversation → Ongoing relationship
Insurance businesses

Adviser-ready enquiries.

Gather initial needs and timing, route to an available professional, then support follow-up and renewal communication.

Enquiry → Adviser conversation → Renewal
Inside the work

See the signals.
Explore the decisions.

Interactive examples of the acquisition, conversion and retention work behind the offer.

Illustrative data and scenarios throughout. Explore how the decisions connect; these are not client results.

The engagement

Clear scope.
Connected delivery.

The channels and modules can vary. The customer journey, responsibilities and scorecard stay connected.

01 / Responsibilities

We build & manage

Campaigns and conversion pages, initial response, qualification, routing, CRM follow-up and the agreed nurture journeys.

02 / Responsibilities

Your team owns

Approved offers and scripts, availability for conversations, professional advice, proposals and closing.

03 / Responsibilities

We agree together

Markets and lead criteria, tools and permissions, handoffs, capacity, launch dependencies, fees and reporting.

The scorecard

Measure the
customer outcome.

Follow the journey from the acquisition source to the action and value that matter. The scorecard reflects your business model and the data available.

  • Cost per qualified conversation
  • Successful live transfers & booked appointments
  • Appointment attendance & sales opportunities
  • Reactivated enquiries & downstream customer value
Working together

One plan.
Ongoing improvement.

A managed engagement with clear ownership from the first build through the next round of improvements.

01

Diagnose & connect

Map the customer journey, define the starting scorecard, agree scope and connect the accounts needed for the work.

02

Build & approve

Prepare campaigns, conversion changes and lifecycle workflows. Review the customer-facing work and handoffs before launch.

03

Launch & improve

Run the agreed work, review business outcomes and prioritize the next improvement with your team.

Who this is for

For established professional-services businesses with a defined offer, an existing CRM, and people ready to handle qualified conversations. Built around your criteria, market and sales capacity.

What’s agreed before we begin +

The proposal sets the delivery scope, fees, commitment, account access, approvals, launch dependencies, ownership, support and reporting. Media and third-party software, creator or usage costs are identified separately.

Your business keeps ownership of its accounts and customer data. White-label engagements also define the agency/end-client relationship and communication model.

Questions, answered

Before we begin.

What does LiveLead actually deliver?TAP
C

An acquisition and follow-up system built to deliver qualified conversations. We agree the prospect criteria, routing, transfer availability, booking fallback, CRM records and scorecard before launch.

Does it answer calls or call new enquiries?TAP
C

The scope can include inbound call handling and responding to people who have requested contact. Those journeys use different scripts and triggers, with communication permissions and handoffs agreed in advance.

What if nobody on our team can take the call?TAP
C

The agent follows your agreed fallback: book a consultation, request a callback or route to another available person. Live transfers and booked appointments are tracked separately.

Does the AI give advice or close the sale?TAP
C

Your professionals own advice, quotes and closing. The agent gathers initial details, follows approved scripts and connects the prospect to the right person.

How does this fit real estate and insurance?TAP
C

Real estate can use buyer/seller qualification, agent routing and longer-term database nurture. Insurance can use initial enquiry qualification, adviser routing and renewal communication. The criteria and workflow are specific to your business.

Can you work with our CRM?TAP
C

We review your CRM, calendar, phone and messaging tools during scoping. Required access, supported connections and integration work are defined before the engagement begins.

Your next growth move

Your next client could be
ready to talk.

Walk through your acquisition, qualification and follow-up. We’ll map the LiveLead journey around your business.

Map my LiveLead plan