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IronFlow Advertising
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Process

How a lead gets made.

From the first criteria call to real-time delivery in your CRM: the four steps behind every IronFlow Advertising campaign, in every vertical, and what each one commits us to.

01

Define your criteria

We learn which programs, markets, and disqualifiers matter to you, and write them down before anything launches. Two buyers in the same market rarely define a qualified lead the same way, so we separate hard disqualifiers from preferences and keep screening strict only where it matters.

02

Launch the campaign

We build and run advertising for one buyer, with creative reviewed against the rules for your vertical. Creative is accurate about what the consumer is signing up for: a conversation with a law firm, a lender, a licensed agent, or a contractor about their situation.

03

Qualify on the phone

Our team speaks with each consumer and confirms your criteria live. Consent is documented and every number is verified. Answers are recorded on the lead so your team sees them before the first call. Leads that fail screening are never sent or billed.

04

Live-transfer to your team

Qualified consumers are warm-transferred to your line while they’re still on the call, with the full record posted to your CRM. Every answer maps to its own field, with submission and delivery timestamps, the consent certificate, and the campaign source attached.

Criteria in practice

What screening looks like by vertical.

Legal · Workers’ CompensationExclusive
Injured while working✓
Employment status✓
Injury date✓
State and ZIP code✓
Incident reported to employer✓
SMS verifiedConsent on fileLive transfer
Finance · Debt ResolutionExclusive
Total unsecured debt✓
Debt types✓
Number of creditors✓
Payment status✓
Monthly income range✓
SMS verifiedConsent on fileLive transfer
Insurance · MedicareExclusive
Age or Medicare eligibility✓
Parts A and B enrollment✓
Plan type of interest✓
Current coverage✓
ZIP code and county✓
SMS verifiedConsent on fileLive transfer
Home Services · Bathroom RemodelingExclusive
Homeowner verification✓
Project type✓
Full remodel or conversion✓
Budget range✓
Timeline✓
SMS verifiedConsent on fileLive transfer
Delivery

Real time, your systems.

01

Real time

Leads post the moment qualification completes, not in a nightly batch file.

02

Your systems

CRM webhook, Salesforce, HubSpot, GoHighLevel, legal intake platforms, dialers, email, or SMS.

03

Full record

Screening answers, timestamps, consent certificate, and campaign source travel with every lead.

After launch

Reporting and review.

Campaigns are reviewed against the standards set at launch. You tell us which leads converted and which didn’t, and that feedback shapes targeting, creative, and screening.

We don’t claim every lead becomes a client. The goal is a steady, measurable flow your team can work efficiently.

Book a Strategy Call →
✓Agreed definitions of valid and invalid leads
✓Replacement handling for unreachable contacts
✓Regular reporting on volume, source, and timing
✓A feedback loop from your conversion data
✓Adjustments to targeting and screening over time
✓Volume that scales with your team’s capacity

Let’s fill your pipeline.

Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.