We build and run your entire appointment system for six months — CRM, funnels, automations, tracking, creatives, all of it — then hand it over outright. No retainer. No renewing forever.
Most agencies are built to keep you paying — forever. That's the business model. It doesn't have to be yours.
Year one, year two, year five — you're still chained to an outsourced lead gen company writing the same check, for campaigns you still can't touch.
You get a monthly PDF — while the real numbers; cost per lead, cost per acquisition, return on ad-spend and what's actually working, stay locked behind a login you'll never see.
Cancel the agency and every audience, creative, and pixel they built disappears. You start from zero.
Not a trial period before an upsell — the whole engagement, with a fixed end date. Scroll to watch it unfold.
We map your market and ideal client, then build the full operating system underneath your business — CRM setup and pipeline stages, funnel and landing pages, tracking and attribution, booking and follow-up automations, nurture sequences and your ad creatives — all built around how you actually work.
Full white-glove management across your ad accounts. We test and adjust weekly — and every lead and dollar spent is visible to you the whole time.
We train you and your team, then transfer AgentExcel OS — every campaign, audience, and creative asset we built, with 6 months of data, plus the tools to keep making more.
AgentExcel OS is the dashboard that runs your marketing after we're gone — built for an agent, not a media buyer.
AgentExcel OS ships with dedicated AI specialists covering every function below — no extra hires, no extra retainers.
| Traditional agency | AgentExcel | |
|---|---|---|
| Contract length | Ongoing, year after year | Fixed 6-month engagement |
| Who owns the system after | The agency | You, via AgentExcel OS |
| Reporting | Monthly PDF you have to interpret | Live dashboard, plain English |
| Cost over time | Increases the longer you stay | One engagement |
| If you leave | Campaigns and data stay with them | Everything transfers to you |
| Their incentive | Keep you paying, indefinitely | Get you to the point you don't need us |
You keep AgentExcel OS, along with every campaign, audience, and creative asset we built. Run it yourself, hire someone in-house, or come back to us for a new engagement — no obligation either way.
No. It's built for an agent, not a media buyer. During month 6 we train you and your team directly on the dashboard before handoff.
Ownership is fixed, operation is a preference. You can run it yourself, or have us keep operating it for you — either way, it's yours. You can end that arrangement anytime and walk away with everything intact.
Primarily Meta and Google, with tracking set up across both from month 1 so every lead is attributed correctly.
We'll walk through a recommended budget for your market on the strategy call, based on your target lead volume and area.
Book a 20-minute call. We'll look at your market and tell you honestly whether AgentExcel is a fit.
Book your strategy call