AI intake for digital marketing agencies
Porto learns the business, its goals, its channels and its monthly budget, so your strategists open the first call already knowing the account.
Lantern Growth
AI assistant
Hi, I’m the AI assistant for Lantern Growth. What are you hoping marketing will do for your business?
We sell outdoor furniture online and spend about $8,000 a month on ads, but sales are flat.
Budget already covered
So it moves on to channels
Thanks. Which channels are you running today, and who manages them?
What Porto does for digital marketing agencies
Porto replaces the contact form on a digital marketing agency’s website with a short AI conversation. It learns the business, the goals, the channels already in use and the monthly budget, and sends your strategists a brief before the first call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Business
What they sell and who buys it
Goals
Leads, sales or awareness, with a target
Channels
What they run now and what has worked
Budget
Monthly spend on ads and on services
Decision
Who approves the agency and the budget
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Cedar and Pine Outdoor
83
Strong fit
Business
Online outdoor furniture store
Spend
About $8,000 a month on ads
Problem
Sales flat despite steady spend
Channels
Search and social, managed in house
Questions from digital marketing agencies
Can Porto tell a lead what results to expect?
No. It collects the details and leaves projections to your team.
What if a business has a very small budget?
You set the minimum. Porto lets smaller businesses know kindly and can point them elsewhere.
Can leads go straight into our CRM?
Yes. The brief goes to the tools you connect, such as HubSpot, Slack or your inbox.
See Porto set up for digital marketing agencies
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo