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
InquiriesHalcyon Ridge Dental Group
Marlowe and Quist Heating and Air
Tidewater Craft Brewing
Cinderfield Strength Studio
Pelham Row Furniture
Little Heron Learning Center
Sorrel and Vine Catering
Kestrel Hollow Orthopedics
Wexcombe Bike Works
Fairhaven Senior Living
Granary Lane Bookshop
Redfern Plumbing and Drain
Oakbridge Montessori Academy
Larkspur Hill Winery
Northgate Veterinary Hospital
Copperfield Roofing
Sundial Yoga Collective
Basalt Creek Outfitters
Merriweather Tax and Advisory
Hollow Pine Candle Company
Stonebridge Physical Therapy
Tamarack Auto Repair
Lanternfish Coffee Roasters
Elmstead Property Group
Harrow Point Landscaping
Alder Court Hotel
Pinecrest Dance Academy
Bluebell Mill Bakery Cafe
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 | $2,800 | ||
| Pelham Row Furniture | Bettina Alcott | bettina.alcott@pelhamrowfurniture.com | (919) 555-0154 | $4,200 | ||
| Marlowe and Quist Heating and Air | Garrett Quist | garrett.quist@marlowequistair.com | (919) 555-0151 | $3,500 | ||
| Ironwood Estate Law | Anselm Oyelowo | anselm.oyelowo@ironwoodestatelaw.com | (919) 555-0155 | $3,000 | ||
| Tidewater Craft Brewing | Odile Frankenmuth | odile.frankenmuth@tidewatercraftbrewing.com | (919) 555-0152 | $2,200 | ||
| Cinderfield Strength Studio | Jamal Verhoeven | jamal.verhoeven@cinderfieldstrength.com | (919) 555-0153 | $1,800 | ||
| Little Heron Learning Center | Philippa Strand | philippa.strand@littleheronlearning.org | (919) 555-0156 | $1,500 | ||
| Sorrel and Vine Catering | Mateo Brzezinski | mateo.brzezinski@sorrelandvinecatering.com | (919) 555-0157 | $1,100 | ||
| Kestrel Hollow Orthopedics | Dr. Nandini Rasmussen | nandini.rasmussen@kestrelhollowortho.com | (919) 555-0158 | $5,200 | ||
| Wexcombe Bike Works | Tobias Iyer | tobias.iyer@wexcombebikeworks.com | (919) 555-0159 | $1,200 | ||
| Fairhaven Senior Living | Ludmila Sorensen | ludmila.sorensen@fairhavenseniorliving.com | (919) 555-0160 | $4,600 | ||
| Redfern Plumbing and Drain | Constance Olander | constance.olander@redfernplumbing.com | (919) 555-0162 | $3,100 |
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 | Jul 10, 7:30 PM | ||
| Tamarack Auto Repair | Tamarack Auto Repair | Reuben Nakagawa | reuben.nakagawa@tamarackautorepair.com | Jul 13, 6:00 PM | ||
| Stonebridge Physical Therapy | Stonebridge Physical Therapy | Dr. Anders Kowalczyk | anders.kowalczyk@stonebridgephysio.com | Jul 14, 5:30 PM | ||
| Hollow Pine Candle Company | Hollow Pine Candle Company | Saoirse Bekele | saoirse.bekele@hollowpinecandles.com | Jul 15, 3:00 PM | ||
| Quillon Street Pediatrics | Quillon Street Pediatrics | Dr. Abigail Thorvaldsen | abigail.thorvaldsen@quillonpediatrics.com | Jul 16, 2:00 PM | ||
| Elmstead Property Group | Elmstead Property Group | Fitzgerald Mbeki-Wolfe | fitzgerald.mbekiwolfe@elmsteadpropertygroup.com | Jul 17, 1:30 PM | ||
| Sundial Yoga Collective | Sundial Yoga Collective | Perpetua Anand | perpetua.anand@sundialyogacollective.com | Aug 19, 7:30 PM | ||
| Copperfield Roofing | Copperfield Roofing | Hamish Delacroix-Boyd | hamish.delacroixboyd@copperfieldroofingco.com | Aug 20, 6:00 PM | ||
| Merriweather Tax and Advisory | Merriweather Tax and Advisory | Leocadia Fontaine | leocadia.fontaine@merriweathertaxadvisory.com | Aug 25, 2:00 PM | ||
| Basalt Creek Outfitters | Basalt Creek Outfitters | Wendell Ostrowski | wendell.ostrowski@basaltcreekoutfitters.com | Aug 26, 1:30 PM | ||
| Pinecrest Dance Academy | Pinecrest Dance Academy | Marguerite Alvarenga | marguerite.alvarenga@pinecrestdance.com | Sep 7, 6:00 PM | ||
| Harrow Point Landscaping | Harrow Point Landscaping | Dashiell Ogunbanjo | dashiell.ogunbanjo@harrowpointlandscaping.com | Sep 9, 3:00 PM |
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 | Oct 1, 2026 | $4,500 | 12 | ||
| Tamarack Auto: paid search | Tamarack Auto Repair | Oct 5, 2026 | $1,900 | 6 | ||
| Hollow Pine: paid social | Hollow Pine Candle Company | Oct 7, 2026 | $1,600 | 6 | ||
| Stonebridge Physical: paid search | Stonebridge Physical Therapy | Oct 23, 2026 | $3,250 | 12 | ||
| Lanternfish Coffee: email program | Lanternfish Coffee Roasters | Oct 27, 2026 | $1,400 | 9 | ||
| Quillon Street: website build | Quillon Street Pediatrics | Oct 29, 2026 | $2,600 | 6 |
Also included
- New inquiries waiting for a call
- Intake board
- Discovery call tomorrowReminds the account owner a day before a discovery call.
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