Marketing agency
Umberfield Gate Marketing · Marketing agency · Raleigh, NC
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.
Agencies and creativeIntakeForms4 tables · 6 views · 2 forms · 1 dimension set · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateIntake board
InquiriesNew inquiry6
Halcyon Ridge Dental GroupRosalind Achterbergrosalind.achterberg@halcyonridgedental.com
Marlowe and Quist Heating and AirGarrett Quistgarrett.quist@marlowequistair.com
Tidewater Craft BrewingOdile Frankenmuthodile.frankenmuth@tidewatercraftbrewing.com
Cinderfield Strength StudioJamal Verhoevenjamal.verhoeven@cinderfieldstrength.com
Pelham Row FurnitureBettina Alcottbettina.alcott@pelhamrowfurniture.com
1 moreCall booked5
Little Heron Learning CenterPhilippa Strandphilippa.strand@littleheronlearning.org
Sorrel and Vine CateringMateo Brzezinskimateo.brzezinski@sorrelandvinecatering.com
Kestrel Hollow OrthopedicsDr. Nandini Rasmussennandini.rasmussen@kestrelhollowortho.com
Wexcombe Bike WorksTobias Iyertobias.iyer@wexcombebikeworks.com
Fairhaven Senior LivingLudmila Sorensenludmila.sorensen@fairhavenseniorliving.com
Proposal sent5
Granary Lane BookshopCassius Amadicassius.amadi@granarylanebooks.com
Redfern Plumbing and DrainConstance Olanderconstance.olander@redfernplumbing.com
Oakbridge Montessori AcademyIlse Valderramailse.valderrama@oakbridgemontessori.org
Larkspur Hill WineryEwan Tarkingtonewan.tarkington@larkspurhillwinery.com
Northgate Veterinary HospitalDr. Thandeka Lindgrenthandeka.lindgren@northgatevetsraleigh.com
Signed4
Copperfield RoofingHamish Delacroix-Boydhamish.delacroixboyd@copperfieldroofingco.com
Sundial Yoga CollectivePerpetua Anandperpetua.anand@sundialyogacollective.com
Basalt Creek OutfittersWendell Ostrowskiwendell.ostrowski@basaltcreekoutfitters.com
Merriweather Tax and AdvisoryLeocadia Fontaineleocadia.fontaine@merriweathertaxadvisory.com
Campaign booked6
Hollow Pine Candle CompanySaoirse Bekelesaoirse.bekele@hollowpinecandles.com
Stonebridge Physical TherapyDr. Anders Kowalczykanders.kowalczyk@stonebridgephysio.com
Tamarack Auto RepairReuben Nakagawareuben.nakagawa@tamarackautorepair.com
Lanternfish Coffee RoastersYolanda Brockhurstyolanda.brockhurst@lanternfishroasters.com
Elmstead Property GroupFitzgerald Mbeki-Wolfefitzgerald.mbekiwolfe@elmsteadpropertygroup.com
1 moreNot a fit4
Harrow Point LandscapingDashiell Ogunbanjodashiell.ogunbanjo@harrowpointlandscaping.com
Alder Court HotelRosamund Petrakisrosamund.petrakis@aldercourthotel.com
Pinecrest Dance AcademyMarguerite Alvarengamarguerite.alvarenga@pinecrestdance.com
Bluebell Mill Bakery CafeOctavian Jorgensenoctavian.jorgensen@bluebellmillcafe.com
Tables
Inquiries
30 sample rows · 19 columnsEvery business that has asked about working with the agency, from first contact to a booked campaign.
| Company | Contact | Phone | Heard about us through | Services wanted | Monthly budget | |
|---|---|---|---|---|---|---|
| Halcyon Ridge Dental Group | Rosalind Achterberg | rosalind.achterberg@halcyonridgedental.com | (919) 555-0150 | Referral | SEOWebsite design | $2,800 |
| Pelham Row Furniture | Bettina Alcott | bettina.alcott@pelhamrowfurniture.com | (919) 555-0154 | Website form | Paid searchEmail marketing | $4,200 |
| Marlowe and Quist Heating and Air | Garrett Quist | garrett.quist@marlowequistair.com | (919) 555-0151 | Website form | Paid search | $3,500 |
| Ironwood Estate Law | Anselm Oyelowo | anselm.oyelowo@ironwoodestatelaw.com | (919) 555-0155 | Referral | SEOBrand strategy | $3,000 |
| Tidewater Craft Brewing | Odile Frankenmuth | odile.frankenmuth@tidewatercraftbrewing.com | (919) 555-0152 | Podcast ad | Paid socialEmail marketing | $2,200 |
| Cinderfield Strength Studio | Jamal Verhoeven | jamal.verhoeven@cinderfieldstrength.com | (919) 555-0153 | Paid social | $1,800 | |
| Little Heron Learning Center | Philippa Strand | philippa.strand@littleheronlearning.org | (919) 555-0156 | Conference | Paid socialWebsite design | $1,500 |
| Sorrel and Vine Catering | Mateo Brzezinski | mateo.brzezinski@sorrelandvinecatering.com | (919) 555-0157 | Website form | Email marketing | $1,100 |
| Kestrel Hollow Orthopedics | Dr. Nandini Rasmussen | nandini.rasmussen@kestrelhollowortho.com | (919) 555-0158 | Conference | Paid searchSEO | $5,200 |
| Wexcombe Bike Works | Tobias Iyer | tobias.iyer@wexcombebikeworks.com | (919) 555-0159 | Paid social | $1,200 | |
| Fairhaven Senior Living | Ludmila Sorensen | ludmila.sorensen@fairhavenseniorliving.com | (919) 555-0160 | Referral | Paid searchWebsite design | $4,600 |
| Redfern Plumbing and Drain | Constance Olander | constance.olander@redfernplumbing.com | (919) 555-0162 | Website form | Paid search | $3,100 |
18 more rows
Discovery calls
22 sample rows · 8 columnsThe thirty-minute calls a prospect books on the website or the team schedules.
| Company | Inquiry | Who is calling | Topics | Call time | Call status | |
|---|---|---|---|---|---|---|
| Lanternfish Coffee Roasters | Lanternfish Coffee Roasters | Yolanda Brockhurst | yolanda.brockhurst@lanternfishroasters.com | Email marketingPaid social | Jun 26, 7:30 PM | Held |
| Tamarack Auto Repair | Tamarack Auto Repair | Reuben Nakagawa | reuben.nakagawa@tamarackautorepair.com | Paid search | Jun 29, 6:00 PM | Held |
| Stonebridge Physical Therapy | Stonebridge Physical Therapy | Dr. Anders Kowalczyk | anders.kowalczyk@stonebridgephysio.com | Paid searchSEO | Jun 30, 5:30 PM | Held |
| Hollow Pine Candle Company | Hollow Pine Candle Company | Saoirse Bekele | saoirse.bekele@hollowpinecandles.com | Email marketingPaid social | Jul 1, 3:00 PM | Held |
| Quillon Street Pediatrics | Quillon Street Pediatrics | Dr. Abigail Thorvaldsen | abigail.thorvaldsen@quillonpediatrics.com | SEOWebsite design | Jul 2, 2:00 PM | Held |
| Elmstead Property Group | Elmstead Property Group | Fitzgerald Mbeki-Wolfe | fitzgerald.mbekiwolfe@elmsteadpropertygroup.com | Paid searchBrand strategy | Jul 3, 1:30 PM | Held |
| Sundial Yoga Collective | Sundial Yoga Collective | Perpetua Anand | perpetua.anand@sundialyogacollective.com | Paid socialEmail marketing | Aug 5, 7:30 PM | Held |
| Copperfield Roofing | Copperfield Roofing | Hamish Delacroix-Boyd | hamish.delacroixboyd@copperfieldroofingco.com | Paid search | Aug 6, 6:00 PM | Held |
| Merriweather Tax and Advisory | Merriweather Tax and Advisory | Leocadia Fontaine | leocadia.fontaine@merriweathertaxadvisory.com | SEOEmail marketing | Aug 11, 2:00 PM | Held |
| Basalt Creek Outfitters | Basalt Creek Outfitters | Wendell Ostrowski | wendell.ostrowski@basaltcreekoutfitters.com | Paid socialPaid search | Aug 12, 1:30 PM | Held |
| Pinecrest Dance Academy | Pinecrest Dance Academy | Marguerite Alvarenga | marguerite.alvarenga@pinecrestdance.com | Paid social | Aug 24, 6:00 PM | Cancelled |
| Harrow Point Landscaping | Harrow Point Landscaping | Dashiell Ogunbanjo | dashiell.ogunbanjo@harrowpointlandscaping.com | Paid searchPaid social | Aug 26, 3:00 PM | Cancelled |
10 more rows
Campaigns
6 sample rows · 7 columnsThe first campaigns each signed client has booked, with channel, start and fee.
| Campaign | Client | Channel | Campaign status | Starts | Monthly fee | Term (months) |
|---|---|---|---|---|---|---|
| Elmstead Property: paid search | Elmstead Property Group | Paid search | Live | Sep 17, 2026 | $4,500 | 12 |
| Tamarack Auto: paid search | Tamarack Auto Repair | Paid search | Live | Sep 21, 2026 | $1,900 | 6 |
| Hollow Pine: paid social | Hollow Pine Candle Company | Paid social | Live | Sep 23, 2026 | $1,600 | 6 |
| Stonebridge Physical: paid search | Stonebridge Physical Therapy | Paid search | Planned | Oct 12, 2026 | $3,250 | 12 |
| Lanternfish Coffee: email program | Lanternfish Coffee Roasters | Email program | Planned | Oct 14, 2026 | $1,400 | 9 |
| Quillon Street: website build | Quillon Street Pediatrics | Website build | Planned | Oct 16, 2026 | $2,600 | 6 |
Views
Discovery call calendar
Discovery callsOctober 2026
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6Little Heron Learning Center
7Sorrel and Vine Catering
8Kestrel Hollow Orthopedics
9Wexcombe Bike Works
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12Fairhaven Senior Living
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Forms and booking
Start a project
FormStart a projectThe form on the agency website where a business owner introduces the company and what help is wanted.
What is your company called? *
Who should Halima's team write back to? *
Which email reaches you fastest?
If we ring, which number should we use?
Which kinds of marketing are you curious about?Paid searchPaid socialSEOEmail marketingWebsite designBrand strategyPick as many as you like.
Roughly what could you invest each month?A ballpark is fine; we plan around it.
How did you hear about Umberfield Gate?ReferralWebsite formLinkedInConferencePodcast ad
Send to the agencyLog an inquiry
FormLog an inquiryWhat the account team uses when a lead comes in by phone, at an event or through a referral.
Which company is it? *
Who is the main contact? *
Where did the lead come from?ReferralWebsite formLinkedInConferencePodcast ad
Who on the team will look after it?
When did they first get in touch?
Save the inquiryBook a discovery call
Booking pageBook a discovery call30 minutes
- Monday09:30 – 16:00
- Tuesday09:30 – 16:00
- Wednesday09:30 – 16:00
- Thursday09:30 – 16:00
- Friday09:30 – 16:00
Your details
What is your company called? *
Who will be on the call?
Where should we send the calendar invite?
What would you like to talk about?Paid searchPaid socialSEOEmail marketingWebsite designBrand strategy
BookAlso included
- New inquiries waiting for a callDigest
- Intake boardStage rules
- Discovery call tomorrowNotificationReminds the account owner a day before a discovery call.
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