Every Question.
A Real Answer.

Shrewdsta Marketing is an AI-powered marketing agency based in Huntersville, NC. We build complete, automated revenue systems for businesses — combining Voice AI, chatbots, lead generation, full-funnel automation, social media, digital marketing, and website development into one connected system.

Unlike traditional agencies that manage one piece of your marketing, we own the entire pipeline from first contact to closed deal — and AI does the heavy lifting so your business captures and converts opportunities 24/7.

We work with small to mid-size businesses that depend on inbound leads and phone calls to generate revenue. Our clients include home services (HVAC, plumbing, roofing, electrical), real estate agents and brokers, healthcare and dental practices, law firms, insurance agencies, restaurants, coaches, consultants, and more.

If your business gets inbound calls, relies on lead generation, or loses revenue to slow or missed follow-up, we can help.

We're based in Huntersville, NC — part of the Charlotte metro area. We serve clients nationally. The systems we build operate entirely online and remotely, so location has never been a barrier to working with us.

We do bring the care and responsiveness of a local agency to every client relationship, regardless of where they're located.

Most agencies manage one channel. They run your ads, or they manage your social media, or they build your website — but they don't own the full pipeline. That means gaps between vendors, no clear accountability, and revenue falling through the cracks.

We build the whole system. Voice AI answers your calls. Chatbots capture your web and social leads. Automation follows up every lead instantly. Ads drive traffic into a system that's already built to convert. One team, one dashboard, full accountability.

The other major difference is AI. We don't add AI as a feature — it's the foundation of every system we build.

None whatsoever. We build, configure, train, test, and launch everything for you. You tell us about your business on a strategy call, fill out an intake form, and we take it from there. You'll receive a fully working system and a walkthrough of how to use your dashboard — but you'll never need to touch the technology to make it work.

Voice AI is an AI-powered phone agent that answers your inbound calls in under 3 seconds — any time of day, any day of the year. It holds a natural, human-sounding conversation with your callers, answers questions about your services, qualifies the lead, and books qualified prospects directly to your calendar.

Every call is transcribed and summarized automatically, then pushed to your CRM. Your team gets an instant notification when a new lead is booked. The entire process — from ring to booked appointment — happens without any human involvement.

Most callers do not know. Our Voice AI agents are trained with natural conversational patterns, appropriate pacing, context-aware responses, and the tone and language of your specific business. They don't sound like a phone tree or an obviously robotic voice.

That said, we never configure our agents to falsely claim to be human if a caller sincerely asks. If a caller directly asks "Am I talking to a real person?", the agent responds honestly. We believe transparency is better for your brand long-term.

Your Voice AI is configured with a smart escalation path. When a caller requests a human, the agent can: (1) transfer the call directly to a team member, (2) take a message and promise a callback within a set window, or (3) route to a voicemail for your team. Your team receives the full conversation transcript so they're never starting from scratch when they follow up.

We'll configure the escalation path that makes the most sense for your business during setup.

Yes — unlike a human receptionist, your Voice AI has no call capacity limit. Whether you receive 1 call or 100 calls simultaneously, every single one is answered within 3 seconds. There is no busy signal, no hold queue, and no call that goes to voicemail because all agents are occupied.

Yes. We configure your Voice AI to work alongside your existing business phone number. Depending on how your phone system is set up, we can route all inbound calls through the AI, have the AI handle after-hours and overflow calls only, or configure a custom routing rule. We design the call flow that makes the most sense for your operation during the setup call.

During setup, we collect everything the agent needs to know through your intake form and a dedicated setup call — your services and pricing, common customer questions, your qualifying criteria, booking rules, and your preferred tone and brand voice. We then build custom conversation scripts, train the agent on your specific scenarios, and run test calls before going live.

Updates to the agent (new services, pricing changes, new FAQs) are handled by our team on request — typically applied within 24–48 hours.

The first step is booking a free 30-minute strategy call at shrewdsta.com/consultation. On that call, we'll review your current setup, identify where you're losing leads and revenue, and scope the exact system that will fix it. You'll leave the call with a detailed quote and a 90-day roadmap — no commitment required.

If you decide to move forward, we send you an intake form, set up your client portal, and begin building your system within days of your deposit.

For Voice AI specifically, most clients are live within 5–7 business days of completing their intake form. For broader systems (full funnel, lead gen campaigns, website build), the typical launch window is 14–30 days depending on the complexity of the scope.

We move fast because every day without the right system is revenue you're not capturing. We'll give you a specific go-live date on your strategy call.

Very little on your end. At minimum we'll need: your business name, phone number, and website; a description of your services and target client; and access to your calendar for booking integration. For ad campaigns, we'll need access to your Facebook Business Manager and/or Google Ads account. For social media, we'll need admin access to your pages.

Everything else — the scripts, the automations, the landing pages, the configurations — we build for you. Your intake form (in your client portal) walks you through exactly what we need, step by step.

After you decide to move forward: (1) You receive an invitation to your client portal at shrewdstamarketing.com/dashboard. (2) You complete your service intake form inside the portal — this gives us everything we need to build your system. (3) Our team builds, trains, and tests your system. (4) We schedule a walkthrough call before launch so you know exactly how everything works. (5) We go live and begin monitoring performance from day one.

We run campaigns on Facebook, Instagram, and Google (Search, Display, and Demand Gen). The right mix depends on your business type, target audience, and goals — we'll recommend the best combination on your strategy call. For most local service businesses, Facebook/Instagram provides the best volume-to-cost ratio, while Google captures higher-intent search traffic.

There's no universal minimum, but we typically recommend a starting ad budget that allows meaningful data collection and optimization — usually in the range of a few hundred dollars per month per platform at minimum. The exact amount that makes sense for your business depends on your industry, target geography, average deal size, and goals.

We'll give you a specific budget recommendation on your strategy call based on what we've seen work for businesses like yours.

Immediately and automatically. The moment a lead opts in — whether from a Facebook ad, a Google landing page, a web chat, a form fill, or a Voice AI call — they're pushed into your CRM pipeline, tagged by source, and trigger your automated follow-up sequence. You receive an instant SMS and email notification with their contact details. No manual data entry, no delays, no leads sitting in a spreadsheet.

Most lead generation campaigns produce their first leads within the first 3–7 days of going live — sometimes within hours. The first 2–4 weeks are an optimization phase where we're collecting data and improving targeting. By the end of the first month, campaigns are typically hitting their stride and cost per lead is stabilizing. You'll see weekly performance reports from day one.

We build on a powerful all-in-one CRM and marketing automation platform that includes contact management, pipeline tracking, email and SMS automation, calendar booking, forms, funnels, and more — all in one place. Your lead data, conversation history, and performance metrics all live in one dashboard that you have full access to, 24/7.

It depends on your existing CRM and what you need. In many cases, we can push data from our system into your existing CRM via webhooks or native integrations. In other cases, it makes sense to migrate to our platform entirely — especially if your current CRM lacks the automation capabilities your business needs. We'll assess your situation on the strategy call and recommend the path that makes the most sense.

The moment a new lead enters your system, an automated sequence fires — typically starting with an immediate SMS and/or email making contact within 60 seconds. Over the following days and weeks, additional touchpoints go out at strategically timed intervals via email and SMS, designed to nurture the lead toward booking and closing.

The sequences are personalized with the lead's name, source, and other details — they don't feel like mass blasts. We build, test, and optimize all sequences for you. You review and approve them before they go live.

Yes — instantly. Every new lead triggers a real-time SMS and email notification to you and any team members you designate. The notification includes the lead's name, contact info, where they came from, and any qualifying information collected. You can also see all new leads immediately in your live CRM dashboard.

Our pricing has two components: a one-time setup investment that covers building your entire system from scratch, and a monthly retainer that covers ongoing management, optimization, and support. Both are scoped specifically to your business — we don't publish one-size-fits-all package pricing because no two businesses need exactly the same system.

You'll receive a complete, itemized quote on your free strategy call — before you commit to anything. Visit our Pricing page for more detail on how the model works.

We don't trap clients in long-term contracts. We do ask for an initial commitment period (typically 60–90 days) to give the system enough time to be properly optimized and demonstrate its potential. After that, the monthly retainer is month-to-month. We retain clients by delivering results — not by making it painful to leave.

We accept all major credit cards, ACH bank transfer, and invoice-based billing for qualified clients. Payment details and terms are confirmed during the onboarding process after your strategy call.

Absolutely. Many clients start with Voice AI or Lead Generation — see results — then expand into full funnel automation, social media, or additional channels. Each service is designed to work standalone and also integrate seamlessly with any others you add. There's no requirement to buy everything at once.

Results depend on your industry, market, services, and offer — but here are benchmarks we consistently see: Voice AI clients typically see 40–60% more booked appointments from the same call volume within the first 30 days. Lead gen clients typically see their first leads within the first week of campaigns going live. Full funnel clients typically see 30–50% more closed deals from the same lead volume after sequences are optimized.

We'll give you specific expectations for your business on the strategy call, based on what we've seen in your industry.

Voice AI: you'll see results on day one — the first call your agent answers and books is the proof. Lead generation: first leads typically arrive within 3–7 days of campaign launch. Full funnel automation: you'll see faster lead responses and reduced no-shows within the first week; conversion improvements are typically visible by day 30 as sequences build momentum. Most clients see clear, measurable ROI within the first 30–60 days.

Your monthly retainer includes ongoing management of every active service — monitoring performance, optimizing campaigns, updating sequences, managing your social content calendar, and making adjustments as your business evolves. You also get priority support access to our team (not a ticketing system), weekly performance reports, and a monthly strategy review.

You can reach us by phone at (888) 901-5104 or through your client portal at shrewdstamarketing.com/dashboard.

We want to know immediately. Most performance issues are correctable — a campaign targeting adjustment, a sequence rewrite, or an agent script update can make a significant difference. We proactively monitor performance and flag issues before they become problems. If after working through optimizations together results still aren't where they need to be, we'll have an honest conversation about next steps. We retain clients by delivering results.

You can reach us by phone at (888) 901-5104 during business hours (Mon–Fri, 9am–6pm ET). You can also message our team directly through your client portal, or use the web chat on our site. For general inquiries, visit our Contact page or book a free strategy call.