Stop paying for traffic that walks away.
Identify sixty to eighty percent of the visitors your ads send to your site. Resolve forty‑one characteristics on each one. Run a coordinated cascade across iMessage, email, mail, and gifting. Book the appointments your forms never captured.
You don't have a traffic problem. You have an attribution problem.
Every company with a paid funnel is solving for the wrong thing. They throw more money at ads. They hire another SEO agency. They A/B test the call‑to‑action button. Meanwhile, ninety‑five out of every hundred visitors land on the page, look at the offer, and leave — and the company never learns who they were, what brought them, or what they were worth. The traffic isn't broken. The reading of the traffic is.
[ Fig. 01 ] Where the spend goes — a worked example.
The math you've never run on your own funnel.
A worked example for a typical mid‑market service business spending $15K/month on paid traffic. Your numbers will differ. The shape of the leak won't.
The 3 deals close. The other 950 visitors? You paid $14,250 to bring them, then watched them walk back out the front door — and you don't know a single one of their names.
Forty‑one characteristics, resolved on a previously‑anonymous visitor.
When the pixel sees a visitor we can identify, six categories of data fire into the dossier in real time. Identity, financial, property, household, behavioral, intent. This is what makes "personalization at scale" actually mean something — every outreach is written from this dossier, not from a template.
Visitor profile · Anon → Identified
Visitor #4,182
- Full name●
- Mailing address●
- Email (primary)●
- Mobile phone●
- Carrier & line type●
- Credit score band●
- Estimated net worth●
- Household income●
- Investable assets●
- Mortgage status●
- Equity position●
- Debt indicators●
- Recent financial events●
- Home value●
- Year built●
- Square footage●
- Bedrooms & baths●
- Recent renovations●
- HVAC / solar age●
- Owner-occupied flag●
- Marital status●
- Children at home●
- Length of residence●
- Pet ownership●
- Education tier●
- Household composition●
- Pages visited●
- Time on each page●
- Form starts (abandoned)●
- Calculator inputs●
- Return visits●
- Device & browser●
- Time of day pattern●
- Source & campaign●
- Buyer-stage indicator●
- Recent search behavior●
- Comparison-shopping signals●
- Property-search activity●
- In-market score●
- Competitor-page visits●
- Recency & frequency●
Most of the buyers in your market never set foot on your site.
Your ads bring a thousand visitors a month. Your market generates ten to a hundred times that many active searches in the same window — people typing the exact thing you sell, into the search bar, this week. They don't see your ad. They don't find your site. They search, they pick someone else, and you never know they existed. We pull that list every forty‑eight hours. They go into the same engine.
Active searches · per market · per week
Five channels. One coordinated journey.
Every message is written from the dossier. Every channel knows what the others have sent. The visitor doesn't get five copies of the same email — they get a sequence that escalates only when the prior touch goes unanswered.
Hey {first_name} — saw you spent some time on the {page_visited} page yesterday. Were you looking at this for {use_case_a} or {use_case_b}? Happy to send the right info instead of the generic stuff.
Subject: {first_name}, the {service} info you were looking at Hi {first_name} — I noticed you were on our {page_visited} page Tuesday. Most folks looking at that one are weighing it against {competing_option}. Quick honest take on when each one is the right call →
Hey {first_name}, this is {rep} from {company}. Following up on the {page_visited} page — I have a few minutes today between two and four if you want to talk through your options. Otherwise text me back at this number any time. Thanks.
Front: "Most people on {competing_option} end up regretting one specific thing." Back: One paragraph addressing the regret, signed by name, QR code to a landing page that already has their info pre‑filled.
{first_name} — quick one. The {calculator_or_tool} on our site doesn't account for {factor}, which is the variable most people get wrong. Want me to run your actual numbers? Takes a minute, no pitch.
A coffee shop credit, a branded notebook, or — for high‑value targets — a hand‑written card with a small gift card. Note reads: "We saw you were thinking through {decision}. Whether you go with us or not, here's a coffee on us while you decide."
Last note from me, {first_name}. Either you're not the right fit right now (totally fine), or my timing has been off. Mind if I check back in {interval}? If yes, I'll quietly disappear until then.
Replies handled. Calendars booked.
The cascade generates replies. Lots of them. The AI SDR handles the long tail your team can't keep up with — answering questions, qualifying intent, booking appointments, and escalating to a human only when it should.
Decision tree
Sample handle
Delivered
Same intent data. Plugged back into your ads.
The leads that fill your cascade are also the most efficient audience your ads have ever had. Every forty‑eight hours we sync the freshest search‑intent list to your Google and Meta accounts as a Customer Match audience. You stop bidding on broad keywords and start bidding only on people who searched for exactly what you sell — in the last two days.
Wide net.
You're paying Google to show your ad to anyone who once typed a vaguely related term. Most never bought. Most never will. You eat the cost anyway.
100% · Baseline
Surgical.
The same list that feeds your cascade now feeds your ad audiences. You're bidding only on people who searched, this week, for what you sell. Every dollar lands harder.
50–90% · 10–50% lower
Same data. Two value streams. The leads going into your cascade are also the audience making your ad spend work harder.
The reason the math works: we keep the visitors you used to lose.
Same one thousand visitors. Same fifteen thousand dollars in spend. Two different outcomes — because the second path doesn't let the 950 walk away.
Without Shepherd
With Shepherd
The 3 deals you were already closing still close.
The 5 you weren't — that's where the math moves.
Live in fourteen days. First insights on day three.
Four phases, fourteen days, one 45‑minute kickoff. The pixel goes live first — so you start seeing identified visitors before sequences are even written.
We install the resolution pixel and connect identity providers. First identified visitors land in your dashboard within 72 hours — before sequences are even written.
We connect iMessage, email, calling, mail, and gifting. We write the seven cascade touches from your dossier. We set scoring thresholds against your ICP.
We configure the AI SDR on your FAQ, tune the decision tree to your deal motion, and define the escalation rules — who gets paged when, and for what.
Cascades go live. Replies route. The AI SDR starts booking. We watch the first 72 hours hand‑in‑hand with your team and adjust on the fly.
What we need from you: one 45‑minute kickoff, access to install the pixel on your site, a connection to your CRM, and an FAQ document for the AI SDR. That's it. You don't write a sequence. You don't manage a tool. You read the numbers and tell us where to push harder.
Priced like infrastructure. Not like an agency.
Three line items. No retainer. No setup fee. No marked‑up sends. You pay for the leads we resolve, the results we deliver, and the hard cost of the channels — at cost, passed through directly. The math is on the table.
Qualified leads
Per ICP‑matched lead
- ●Filtered to your defined ICP
- ●Forty‑one characteristics resolved
- ●Refreshed every 48 hours
- ●Pay only for fields‑resolved leads
Send volume
Send by send transparency
- ●Email · iMessage · Calls · Postcards · Gifts
- ●Hard cost only · Zero markup
- ●Line items visible to you
- ●Roughly 30% of what tools like ListKit or Sendblue charge
Outbound engine
Outcomes only
- ●Booked appointments, qualified replies, or both
- ●Priced to your deal motion
- ●No retainer · No monthly minimum
- ●You don't pay for sends that don't produce
Find out who you've been missing. Free thirty‑day audit.
We install the pixel free for thirty days. You see the visitors. We deliver the report. You decide what's next.
The 30-Day Visitor Audit
15-min setup · No credit card · Yours to keep
If we can't show you a credible path to a meaningfully lower CAC than your current operation, we'll say so on the day‑30 call. The audit is yours either way.