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Marketing agency

Umberfield Gate Marketing

Agencies and creativeIntakeFormsEvery front door, one tableLinks to anything

Halima Dunleavy is the account director at Umberfield Gate Marketing, a twelve-person digital agency in Raleigh, and she uses this to take every business that asks about working with the agency from the website form and the discovery-call page through a signed agreement to a first campaign on the calendar.

What it makes

  • 4 tables
  • 6 views
  • 2 forms
  • 1 set of dimensions
  • 1 digest
  • 1 booking page
  • 1 stage rule set
  • 1 notification
  • 1 agent
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