THE CONNECTED AGENCY WORKSPACE

Find leads. Win clients.
Build their websites.

From the first opportunity to the finished work. Leads, outreach, CRM and website delivery, in one place.

Start with your workspace. Connect tools when you need them.

A CLOSER LOOK AT YOUR NEXT WORKSPACEExplore the workflow below
Agency workspaceInteractive product illustration
THE CONNECTED WORKFLOW

Find leads

01 / 05
4 sample businessesIllustrative records · not live results
2 selected1 with email · 2 with phone

Find a business. Select the opportunities you want to explore.

Illustrative demo with fictional records. No live search, analysis, AI, messages or publishing.

01 — FROM OPPORTUNITY TO DELIVERY

The relationship stays in view.
The work moves forward.

Try the product illustration.
Your data stays untouched.

THE WHOLE RELATIONSHIP, IN VIEW

One lead. One workspace.
The whole journey.

A business becomes a conversation.
A conversation becomes a client.
The context comes with you.

A fictional journey, not live activity. Messaging requires a connected provider and your confirmation. Nothing is sent, published or paid here.

01 / FIND THE OPPORTUNITY

Find the businesses
worth contacting.

Bring discovery, contact details and website observations into the same view. Select the leads you want to work on, then take the next step together.

  • Select one lead or a working list
  • See which contact details are available
  • Save to CRM and review the opportunity

Discovery uses Google Places when configured. Manual business records work without it.

Explore lead workflows
YOUR NEXT OPPORTUNITY
4 sample businessesIllustrative records · not live results
2 selected1 with email · 2 with phone

Review observations. Scores appear only when measured.

Outreach reviewUnsent draft
ToNorthline Plumbing Example recipient
SubjectA website idea for Northline

Hi Northline team,

I have an idea for presenting your services online. Would you be open to a quick conversation about your website?

Thanks,
Your agency

Review the copy Confirm recipients Connect a provider to send

Illustrative draft. Nothing is generated or sent from this page.

02 / MAKE THE CONNECTION

A lead list.
A thoughtful first message.

Turn selected leads into email or SMS drafts. Review the copy, edit the details and confirm who receives it. Keep the busywork small and the decision yours.

GenerateReviewConfirm
  • Email and SMS, in one review flow
  • Contact availability before you send
  • Delivery status alongside the business

Sending requires a connected mailbox or SMS provider. Gmail inbox/reply sync is not available yet.

03 / KEEP THE CONTEXT

Your pipeline.
An assistant that gets the work.

Keep leads, clients and projects in view. Ask LeadForge AI to summarise authorised workspace records, prepare a draft or help plan your next move.

Your pipelineExample workspace

New lead

NPNorthline PlumbingExample business

Review outreach draft

Qualified

HHHarbour HeatingExample business

Prepare proposal

Won

OPOak & PipeExample business

Open client project

SELECTED RELATIONSHIPNorthline Plumbing

New lead · website opportunity

Email available in this example
CONTEXT & NEXT STEPS
  1. Website review notes attached
  2. Introduction drafted for review
  3. Confirm the recipient before sending
“What should I do next with this lead?”

Ask about a saved lead, client or project. AI uses authorized context to advise; you decide what happens next.

Ideas for your next conversation“Summarise this project”“Help me plan a follow-up”“Improve this proposal”

AI provider configuration required. Read and advice by default; no autonomous sends, publishing or financial actions.

04 / MAKE IT REAL

Win the client.
Build the site right here.

Start with the business you already know. Create an editable draft, shape the content and preview every screen before deciding what goes live.

DescribeGenerateEditPreview
EXAMPLE WEBSITE BRIEF

“Create a clean, modern website for Northline Plumbing. Make the services and contact details easy to find.”

Review before publishing
Northline / Home
Example ready
NORTHLINEPLUMBING & HEATINGServices · Contact
YOUR HOME. YOUR NEXT CHAPTER.

A fresh start for your home.

A simple place to introduce your business and the services you provide.

Let’s talk
PlumbingHeatingGet in touch

Interactive example · edits stay on this page · no site is saved or published

Editable sections & themes Responsive preview Ask AI for advice Your publish decision

Template-based drafts work without AI. AI generation needs a configured provider and your review. This illustration does not save or publish.

A CLEAR PATH TO DELIVERY

Draft first.
Publish deliberately.

Know what is live, what is a draft and what still needs infrastructure.

Configuration required

Hosted website snapshot

Publishing can create a hosted snapshot when the deployment environment supports it. Creating a draft does not publish.

Not configured

LeadForge subdomain

Managed subdomain routing needs a configured hosting domain and production infrastructure.

Not configured

Your client’s own domain

Custom-domain routing, DNS automation and SSL provisioning are not available yet.

05 / DELIVER THE WORK

Everything after the sale
stays connected.

Keep the client relationship beside the work you promised. Projects, tasks, proposals and websites give the next person—and your future self—the context.

  • A real workspace for every client
  • Project scope, tasks and due dates
  • Related proposals, websites and invoices
See the connected workspace
Northline PlumbingExample client
WEBSITE PROJECT

A clearer online presence.

One place for the brief, the work and what comes next.

Project & tasksScope, status and due dates
ProposalEditable scope and pricing
WebsiteDraft · ready for your review
InvoiceDraft · no payment collected

Illustrative connected records. No customer data.

06 / KEEP THE RECORD STRAIGHT

Invoices and payments.
In the same workspace.

Track amounts due, recorded payments and currencies with the client work they belong to.

Client Stripe collection is not available yet. Stripe Connect requires a separate merchant setup; manual records stay clearly labelled.

Example invoiceDraft
Prepared forNorthline PlumbingFictional client · product illustration
Website projectPricing to be added
Amount dueNot set

No hosted payment link or collection implied.

BUILT FOR THE WHOLE JOURNEY

Your work is connected.
Your tools should be too.

THE FRAGMENTED WORKFLOW

Lead databaseSpreadsheetEmail toolCRMAI chatWebsite builderProject manager
The context gets left between tabs.

Find. Contact. Close.
Build. Deliver.

One connected agency workspace

BUILT AROUND HOW YOU WORK

A workspace for people
who find and deliver.

  • Web agencies

    Keep prospecting and website delivery together.

  • Freelancers

    One clear view of your pipeline and client work.

  • Lead-generation teams

    Move from selected businesses to reviewed outreach.

  • Small digital agencies

    Carry the client context into every project.

YOUR WORKSPACE, ROOM TO GROW

A plan for your next stage.

Start with Starter. Compare workspace allowances as your pipeline grows. Prices and paid upgrades are not available yet; creating an account does not start a paid subscription.

No payment details at signup
01DEFAULT ACCOUNT PLAN

Starter

For an independent operator building a focused client pipeline.

Pricing to be announcedNew accounts start here. No card charged at signup.
  • Lead discovery requestsper month100
  • AI completionsper month100
  • Outreach draftsper month250
  • Outreach sendsper month250
  • Websitesat a time3
02ROOM FOR YOUR NEXT STAGE

Growth

For an established agency balancing sales and client delivery.

Pricing to be announcedPaid plan changes are not available yet.
  • Lead discovery requestsper month500
  • AI completionsper month500
  • Outreach draftsper month1,500
  • Outreach sendsper month1,500
  • Websitesat a time15
03MORE CAPACITY, SAME WORKFLOW

Agency

For a larger workflow with more outreach and website projects.

Pricing to be announcedPaid plan changes are not available yet.
  • Lead discovery requestsper month2,000
  • AI completionsper month2,000
  • Outreach draftsper month5,000
  • Outreach sendsper month5,000
  • Websitesat a time50

IN EVERY WORKSPACESaved leads. Clients. Projects. Tasks.No plan quantity limits. Existing records stay readable and editable when an allowance is reached.

Monthly allowances use calendar months in UTC. Discovery requests include searches and business-detail lookups. AI usage counts successful provider completions; multi-agent work can use several. Website slots count persisted sites. Allowances do not include provider service credits or hosting. Discovery and sending require configured providers. Custom domains, team seats and advanced automation are not available yet.

LeadForge subscription plans are separate from client invoices and payments. No prices or exchange rates are implied.

GOOD QUESTIONS

A little clarity
before you start.

Who is LeadForge for?

Independent agencies and freelancers who find business opportunities, win client work and deliver websites. You can also start with existing clients.

Do I need to connect tools before getting started?

No. Workspace setup and integrations are optional. You can save businesses, manage clients, create projects and edit template-based drafts without a paid external provider. Discovery, AI and delivery require the relevant provider configuration.

Does LeadForge send outreach automatically?

No message is sent just because you generate a draft. Review the copy, confirm the recipients and deliberately approve sending through your connected provider. Gmail inbox/reply sync is not available yet.

Can I build and publish websites?

You can create and edit website drafts and review responsive previews. Hosted snapshots depend on publishing configuration. Managed LeadForge subdomains, custom-domain routing and automatic SSL are not configured yet.

Can my clients pay through Stripe?

You can manage invoices and recorded client payments. Stripe Connect for agencies collecting into their own accounts is not implemented yet, so live client payment collection is not advertised as available.

What does it cost?

Starter, Growth and Agency define workspace allowances. Prices and paid upgrades are not available yet. New accounts start on Starter without starting a paid subscription or charging a card.

YOUR NEXT OPPORTUNITY STARTS HERE

Find your next client.
Run the work from LeadForge.

One place for the relationship. One place for what comes next.

New accounts start on Starter. No paid subscription starts at signup.