Solutions / Agencies

Connect your lead generation to signed clients.

Bring your agency’s own acquisition into one sales process. Connect managed advertising, discovery calls, proposals and recorded client revenue in SholaX.

For marketing, creative, web design and client-service agencies.

Your sales pipeline · Illustrative example

From first enquiry to the next action.

Discovery booked

Website redesign enquiry

Confirm scope and budget

Qualified

Brand identity project

Prepare the proposal

Proposal sent

Marketing engagement

Agree the next conversation

Example records only. Your team records the stages, actions and outcomes.

Where opportunities stall

A new lead is only the beginning.

New-business conversations are scattered across inboxes and spreadsheets.

Discovery calls do not consistently progress to proposals.

Campaign results are difficult to connect to signed clients.

Managed advertising

Get the right offer in front of potential customers.

SholaX manages the agreed campaigns, from setup and creative direction to ongoing optimisation and reporting. Choose channels around your offer, budget and capacity.

Google Ads

Reach businesses searching for the agency services you sell, with focused service pages and clear enquiry paths.

Meta Ads

Promote a specific service, project offer or discovery call with creative that shows the problem your agency solves.

Example offer: a discovery call for a website project or marketing engagement.

Advertising spend is separate from management fees. Campaign scope is agreed before launch; results are not guaranteed.

The customer journey

Keep the next step visible.

  1. 01

    Lead

  2. 02

    Discovery call

  3. 03

    Qualified opportunity

  4. 04

    Proposal

  5. 05

    Signed client

CRM & sales pipeline

Keep company details, project requirements, discovery notes, proposal values and responsibilities in one agency sales pipeline.

Follow-up automations

Coming soon

Planned discovery-call reminders, proposal follow-ups and assigned sales tasks will support your new-business process.

Explore planned automations

Performance & revenue

Compare campaign sources with qualified opportunities and recorded signed-client value, so enquiry volume has commercial context.

What we’ll cover on your call.

  • Your offer, ideal customer and current lead sources.
  • Your sales process and where enquiries lose momentum.
  • The CRM and advertising scope that fits your business.

Clear answers

Frequently asked questions

Is this for winning clients for my agency?+

Yes. This page focuses on your agency’s own lead generation, discovery calls, proposals and sales pipeline.

Does this include a white-label platform for my clients?+

This offer does not promise white-label software or a reseller programme. Book a call to discuss any client-workspace requirements separately.

Can SholaX manage ads if we already sell marketing?+

Yes, you can discuss managed campaigns for your agency’s own acquisition. Existing leads can also be organised in the CRM without starting a new advertising campaign.

Turn your next enquiry into your next client.

Map your agency’s new-business process with us, or compare the plans available today.

The connected SholaX platform

From first click to closed customer.

Advertising creates demand. The CRM organises the sales journey. Attribution and revenue intelligence show what is producing customers and what needs attention.

One workspace for marketing, pipeline and revenue.

Choose the SholaX route that fits your current growth stage.