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Platform Integration

Your operations software, set up and supported by our team.

Platform Integration is how we get your business onto the Cradle Platform, our operations software for leads, clients, jobs, and team workflows. Setup, training, and full access are included when you work with our marketing agency.

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CONTACTED 2
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The Problem

Marketing and operations should not live in five different tools.

Marketing tools, spreadsheets, and job software each hold part of the picture. Your team switches between apps, re-enters data, and loses track of what was promised to a customer.

  • Leads from your website and ads do not connect to how your team runs jobs.

  • Customer records live in one tool while scheduling and invoicing live in another.

  • Your team cannot see the full path from inquiry to completed work.

  • New software promises to help, but nobody has time to set it up properly.

What's Included

Everything you need to go live on the Cradle Platform.

Setup + data migration

Account setup, pipeline configuration, permissions, and a clean import of existing contacts and records.

Marketing stack connected

Website forms, ad campaigns, and automations connected to the Cradle Platform with source tracking and routing rules.

Onboarding + training

Live training sessions, documentation, and hands-on support so your team is confident from day one.

Early access to new modules

Marketing clients get first access to new Cradle Platform modules. Scheduling, invoicing, client portal, and more as they roll out.

Included with your retainer

Full Cradle Platform access is included in your marketing retainer. No separate software fees while we work together.

How It Works

Live in your first week.

  1. 1 First

    Audit + configure

    We audit your current tools, decide what moves to the Cradle Platform, and configure pipelines, fields, views, and permissions.

  2. 2 Next

    Migrate + connect

    Next, we import existing contacts and records, then connect website forms, ad lead forms, and automations with source tracking.

  3. 3 Then

    Train your team

    Then, we run live training with documentation and resources so your team knows how to use the Cradle Platform day to day.

  4. 4 Ongoing

    Expand + refine

    Ongoing refinement of workflows and early access to new modules as they launch. Scheduling, client portal, invoicing, and more.

Outcomes

What you can expect.

Cradle Platform

1 hub

for marketing and operations in one client portal

Office work

Simplified

without scattered spreadsheets and disconnected tools

Marketing clients

Early access

to new Cradle Platform modules as they launch

Free Strategy Session

Your Growth System, Built in One Call.

In one 20-minute session, we'll map your biggest bottlenecks, show what to build first, and outline the fastest path to better-fit bookings.

Duration
20 min

Free strategy session

You leave with
An action plan

Tailored to your business

Response time
1 business day

We'll be in touch soon

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