Snowball Your Business

Scale Your Business. A 24/7 team of agents dedicated to sourcing clients and compounding revenue. Automatically source leads, run marketing, run your client portal, and plan your financial strategy. The easiest way to run and grow what you’ve built.

Start a Business Scale Now→

Revenue$0.00M25.8%vs last month

$1.0M$500K$0

May 1May 8May 15May 22May 31

Leads Sourced0Qualified into your CRM this month

143 already sent personalized outreach — while you sleptView Pipeline

Growth Forecast$0.0M48%projected · 90d

May

Jun

Jul

Aug

Sep

Oct

NowWith plan

MarketingAI agents winning you customers

Google AdsActive$18,420 spent4.6x ROAS

Meta AdsActive$14,230 spent3.8x ROAS

Sales CRMActive38 leads qualified12 calls booked

Client PortalActive31 meetings booked↑ 46% traffic

View all campaigns

Recent Experiments6 active

BudgetROASStatus

Google Search Ads – Brand$2,0005.2xWinning

Top Performing ChannelGoogle Ads

6x4x2x0x

May 1May 8May 15May 22May 31

Budget Allocation

Paid Ads$38,25046%

Lead Generation$18,00022%

Portal & SEO$12,40015%

Testing & Other$15,00018%

9:41

How should I scale my business this month?You · 9:41 AM

We’ve got $3K budgeted this month. Launching Google Ads on high-intent keywords — every lead lands in your CRM, qualified and ready to close.Snowball Agent · 9:41 AM

Campaign LaunchedLive

Google Ads – Lead Gen

Budget$3,000

Expected Results10–15 leads

Early Performance 7 days

$0Spend0Leads$0Cost / Lead

May 1May 4May 7

Ask anything…

It used to cost a fortune to build a Fortune 500 business — until now.

Agencies and financial consultants cost $250K+ a year. Snowball gives you the same for $250 a month— AI agents that run your capital planning, marketing, and growth campaigns, forecast your cashflow, and reinvest every idle dollar to scale your business from day one.

How Snowball works

Make your business AI-native.

Your business is built to grow. We package the tools to scale it.Marketing that runs itself. Finances you can talk to. A CRM that hunts its own leads. A client portal built to be found on Google and in AI answers. Start small, scale what wins, reinvest every return — and watch it snowball. Never have a slow month again.

Marketing That Runs Itself

Growth agentsOptimizing 24/7

Google AdsLive

CPC $1.34

MetaScaling +40%

CTR 4.1%

Revenue$48.2kConversions128Projected

$48.2k

$61k

Meta agent paused the losing creative+18% CTR

AI agents deploy and optimize your ads across Google and Meta — cutting the losers, scaling the winners — and you watch it become revenue and customers on one climbing chart.

Chat With Your Finances

Chase ••4521QuickBooksStripeSecured by Plaid

Build me a budget and growth strategy for this month.

3 unused software subscriptionsBilling monthly, opened 0 times since MarchSave $410/mo

Growth budget$7,000

Google Ads$4,200

Meta Ads$2,800

Connect your bank, QuickBooks and Stripe securely through Plaid — then just ask. Snowball builds your budget from your real numbers, shows how much capital is safe to deploy, and turns wasted spend into a growth strategy for scaling.

A CRM That Finds Its Own Leads

Sales agentHunting

Intent detected“bookkeeper for a 10-person startup”3 matches

DPDana ParkFinch StudioQualified

MLMarcus LeeBolt PlumbingQualified

PSPriya ShahLoop GoodsQualified

Qualifying and enriching…

When people search for exactly what you sell, Snowball catches the intent, pulls every match into your CRM — client leads and candidates alike — and sends each one a personalized email, automatically.

A Client Portal Built to Be Found

portal.acmebooks.comBuilt by Snowball

Acme BooksClient portal

Welcome back, Dana.

Book time with AcmeTue 11:00Thu 2:00Fri 9:30

Engagement_Letter.pdfSigned

Q2_Financials.pdfShared

Meeting booked · Thu 2:00 PM

“bookkeeper austin”#9 → #1

Cited in AI answersChatGPT · Perplexity

Snowball builds your branded client portal — embedded scheduling, doc sharing and payments in one link — on a web presence tuned for Google rankings (SEO) and AI answers (GEO), so clients find you whether they search or ask ChatGPT.

The revenue engine for service & client businesses

Turn your cash into more customers.

Your whole business, one dashboard

Leads sourced, marketing, your client portal and your financial plan — every agent in your revenue engine, live in one place.

Your financial strategy, planned by Snowball

It projects 13 weeks of cash flow across your accounts, then gives AI insights on where every dollar grows the business fastest.

Marketing on autopilot

Agents run Google, Meta, TikTok, Reddit and YouTube — bidding, creative and budget tuned for conversion.

A CRM that fills itself

Sales agents source your ideal customers automatically — found, enriched, verified and warmed into booked pipeline.

A client portal, built by conversation

Tell the agent what you need — it ships a branded portal with booking, doc sharing and payments, tuned for Google rankings and AI answers (SEO + GEO).

It tests, learns and scales

From your phone, watch it test ads, audiences and pages, keep the winners, and compound returns back into the plan.

Good morning, Business Partner

Let’s scale your business.

May 1 – May 31, 2024A

Revenue$1.42M25.8%vs last month

$1.0M$500K$0

May 1May 8May 15May 22May 31

Leads Sourced214Qualified into your CRM this month

143 already sent personalized outreach — while you sleptView Pipeline

Growth Forecast$2.1M48%projected · 90d

May

Jun

Jul

Aug

Sep

Oct

NowWith plan

MarketingAI agents winning you customers

Google AdsActive$18,420 spent4.6x ROAS

Meta AdsActive$14,230 spent3.8x ROAS

Sales CRMActive38 leads qualified12 calls booked

Client PortalActive31 meetings booked↑ 46% traffic

View all campaigns

Recent Experiments6 active

BudgetROASStatus

Google Search Ads – Brand$2,0005.2xWinning

Top Performing ChannelGoogle Ads

6x4x2x0x

May 1May 8May 15May 22May 31

Budget Allocation

Paid Ads$38,25046%

Lead Generation$18,00022%

Portal & SEO$12,40015%

Testing & Other$15,00017%

Capital Plan

AI insights on where every dollar grows the business.

via PlaidA

Synced live across

4 accounts · updated 2m ago

Projected balance · 13‑week cash flow

$284,605.90

Money in $343,939Money out $191,272

Wk 1Wk 4Wk 7Wk 10Wk 13

SnowballLive

Where should my cash go this month?

You can safely deploy $83,650and stay cash-positive. Here’s where it compounds hardest:

Paid acquisitionGoogle · Meta · TikTok$50,190

Lead generationCRM outbound & recruiting$20,910

Cash reserve13-week runway$12,550

Ask to move budget or model a scenario…

Marketing & Ads

Agents running your ads and creative on autopilot.

5 channels liveA

$47.3kAd spend · this month

4.1×Blended ROAS 0.6x

1,284Conversions 18%

ChannelsAgents bidding & tuning creative

Google Ads4.6x ROAS

$18,420 spendActive

Meta Ads3.8x ROAS

$14,230 spendActive

TikTok Ads3.1x ROAS

$7,850 spendActive

Reddit Ads2.7x ROAS

$3,900 spendActive

YouTube Ads2.4x ROAS

$2,900 spendActive

Return on ad spend

4.1× blended, up from 3.5×

Auto-optimized

6×4×2×0×

May 1May 8May 15May 22May 31

Sales CRM

Agents filling your pipeline with qualified leads.

Lead gen liveA

Owners & ops leads · Service & client businesses · USAI search

Found 8 new leadsEnriched, verified & added to your CRM

SCSarah ChenVP Operations · Northwinds.chen@northwind.com

MLMarcus LeeFounder & CEO · Loopmarcus@loop.io

PNPriya NairHead of Growth · Cadencepriya@cadence.co

DADiego AlvarezCOO · Vantaged.alvarez@vantage.com

EWEmma WrightMarketing Lead · Brightsideemma@brightside.app

JPJordan ParkDirector of RevOps · Fathomjordan@fathom.com

AOAmara OkaforVP Marketing · Harbora.okafor@harbor.io

TBTom BeckerHead of Demand · Silotom@silo.app

Personalized for eachAI-written

To8 leadsSubjectScaling {company} with the cash you have

Hi {first_name}, saw {company} is growing fast. We help businesses like yours turn the budget you already have into booked customers. Worth 15 minutes?

First nameCompanyRoleRecent signal

Client Portal

Your branded portal — booking, docs & payments, built to be found.

Portal · SEO · GEOA

Launch my client portalOptimize my web presenceportal.harperlegal.com · live in 48s

portal.harperlegal.comLive

Harper & Co.OverviewDocumentsBillingBook a meeting →

Client portal · NorthwindWelcome back, Sarah.Your matters, documents, meetings and invoices with Harper & Co. — all in one place.Book time this week →Share a document

Shared with youEngagement_Letter.pdfQ2_Retainer.pdfCase_Timeline.pdf

Thu 2:00 PMnext meeting · synced12documents shared$4,200last invoice · paid

01SchedulingEmbedded calendar02DocumentsShare & e-sign03BillingInvoices & payments

SnowballBuilding

Set up a client portal for my legal practice.

Done — your branded portal with booking, doc sharing & payments, on pages tuned for Google & AI answers.

Love it — can clients e-sign the engagement letter?

Added — they sign right in the portal. Publishing now — you’re live.

Built to be foundSEO 94 · ↑ 46% traffic

Ranking #3 for “business attorney near me” — cited in AI answers 31 times this month.

GoogleClaudePerplexityGemini

Ask for any change — booking, docs, branding…

9:41

Snowball

How’s the plan performing?

Ahead of plan — here’s the last 7 days across every channel:

Live performance7 days

$12,480Spend214Leads4.1xROAS

I’m A/B testing creatives and audiences to find what converts:

Experimentslearning

Ad creative · A/B/CVariant B +38%

Audience · lookalikeWinner found

Email subject lineTesting…

Scaling the winners — shifted $6kinto Variant B & Google. Every return compounds back in.

Revenue this month+48%

$142k

up from $96k last month

Ask Snowball…

Launch Monday. Learn Tuesday.
Scale Wednesday.

Snowball learns with small money and scales with big. It tests every decision — ads vs. hold, SDR vs. SEO, restock vs. refund — on a small, controlled spend, projects the 90-day return on each option, then moves your idle capital into the proven winner. Learn cheap. Deploy at scale.

Decision #1Projected 90-day return

Put $2k into ads, or hold it?

Hold in checking

Meta Ads · 3.3x set

A revenue engine, not a dashboard

A team of AI agents dedicated to increasing revenue.

Marketing, leads, finances, your client portal — each run by its own agent. They deploy your ads, fill your pipeline, cut waste, and reinvest what wins. Never have a slow month again.