How it works
From discovery to closed-won.
A focused engagement designed to get your team producing pipeline as fast as possible — without skipping the parts that matter.
Step 01
Discovery call
30 minutes. We learn your sales motion, ICP, deal sizes, and where the pipeline currently leaks.
We don't pitch. We diagnose. By the end of the call you'll have a clear, honest read on whether a custom subdomain or the standard app is the right fit — and a roadmap either way.
Step 02
We build or set up
Custom subdomains take 3-6 weeks. Standard app onboarding is days.
For custom builds, our engineers and designers work alongside your team to ship a system that mirrors how your reps actually work. For the standard app, we configure routing, scoring, and integrations so you can focus on the leads, not the setup.
Step 03
Private subdomain or main-domain access
Your team logs in. The system is yours.
Custom clients get yourcompany.dailyleadsource.com with full white-labeling, SSO, and bespoke dashboards. Standard clients get instant access to the polished dailyleadsource.com platform with their workspace pre-configured.
Step 04
Leads start flowing
Real captures. Real routing. Real conversations within days of go-live.
Smart capture forms qualify on the way in. Sub-five-minute alerts hit the right rep on the right channel. Stalled deals get auto-resurrected. Every motion you want automated runs quietly in the background.
Step 05
Real-time dashboards & automation
See pipeline by source, rep, and score the moment it moves.
Conversion analytics that matter — not vanity metrics. Identify the channel doubling your spend, the rep who needs coaching, the source secretly producing your best customers. Then double down.