The sales and customer systems your business doesn’t have yet.
LeadVault Compliance builds lead capture, follow-up and AI assistants for small and mid-size businesses, with privacy and consent built in. We audit first, then build only what you need.
How it works
Three steps. You decide at each one whether to continue.
Free 30-minute audit
We review how customers find you, how fast you reply and what happens to each lead. No pitch, just your numbers.
One-page blueprint
You get a short plan with the few things that matter most and what each costs. Keep it even if you don’t hire us.
Build in stages
We set up one stage at a time, train your team and keep it running. Add more only when you’re ready.
Founding clients: a limited number of our first customers receive the strategy plan at no charge, in exchange for a case study (no personal data shared). Ask us if spots are still open.
What we build
Four stages that work on their own and connect to each other.
Generate
Bring in the right customers- Fast path: paid ads on Meta and Google, run with AI tools and supervised by people, in your own ad account
- Compounding path: Google Business Profile, bilingual local pages reviewed by a person, reviews and referral partners
- Every contact flows into the Vault Filter and your CRM, so campaigns learn from real customers, not just clicks
- Quoted separately after your audit. You pay the ad budget directly to the platform. Organic work takes months, and results are never guaranteed.
Foundation
Stop losing inquiries- Capture leads from your website, forms, calls, ads and social media in one place
- CRM setup and connection to the tools you already use
- Instant automatic reply and clean, de-duplicated contact data
- Consent and opt-out records stored with every contact
Follow-up
Turn inquiries into customers- Vault Filter: valid phones and emails, no duplicates, Do-Not-Call and opt-outs checked before any message goes out
- Email and SMS sequences that continue until the customer answers
- Basic chat assistant that answers common questions, qualifies leads and books appointments, handing off to your team
- Lead scoring so your team calls the best opportunities first
- Appointment reminders, review requests and reactivation of old contacts
- A dashboard showing who replied, clicked and booked
Growth
Run it without extra staff- Advanced assistant with voice, available around the clock, that qualifies leads and books appointments
- Quotes, contracts and e-signature workflows
- Facebook and Google lead generation
- Reports in your brand and a dedicated growth manager
Built for the businesses that run the local economy
If you sell to customers by phone, text, email or web form, we can help.
Healthcare businesses: we only handle patient information after a signed business associate agreement and a HIPAA privacy review. Ask us before sharing any health data.
Simple monthly pricing
Monthly packages after your free audit. Month-to-month, no long-term contract. One-time setup fee: $2,000.
Grow
- Vault Filter included
- CRM integration
- Basic chat assistant with human handoff
- Email and SMS follow-up, scoring and reminders
- Monthly report
Scale
- Everything in Grow
- Advanced assistant with voice, 24/7
- Quotes and e-signature
Custom
- Lead generation at scale
- Reports in your brand
- Dedicated growth manager
Prices are “from”. Grow and Scale include up to 500 new contacts a month; more volume is quoted. Lead generation (managed ads or local SEO and referrals) is quoted separately. Your final quote depends on your audit. Examples on this page are illustrative and are not a guarantee of results.
Add-on services and advanced extensions
Once your base system is running, add what you need. Everything here is quoted after your audit.
Compliance Shield
Consent records with timestamp and source, Do-Not-Call and opt-out handling across channels, a monthly evidence report and a quarterly review. Built for mortgage, auto-finance and tax businesses and anyone who texts or calls customers. It reduces risk and gives you records; it is not legal advice and does not guarantee compliance.
Conversation insights
Summaries of calls and chats, next-step tasks for your team and a view of the objections that come up most. Recording and AI disclosures are set up according to each state’s rules.
Customer insights
Predictive scoring built from your own customer history: who is most likely to buy again, rebook or leave. It uses your data, not purchased personal data.
Document review
Upload a long contract, proposal or intake form and receive a one-page summary with key dates and items to check. Not legal advice; a person should review anything important.
Quick-win services
Missed-call text-back
When a call goes unanswered, the caller gets an instant text and the conversation lands in your CRM. Sent only where consent and local rules allow.
Reviews and reputation
Automatic review requests after each job or visit, plus alerts so you can answer new reviews quickly.
Reactivation campaign
A one-time campaign to past customers and old inquiries, with consent and opt-out records checked first.
Bilingual landing pages
Service pages in English and Spanish, drafted with AI and reviewed by a person, connected to your CRM and follow-up.
Predictions are estimates, not guarantees. Extensions that use outside data or AI voice calls need a legal review first.
Security, privacy and compliance
We reduce risk in your customer data and messaging. We are not a law firm, and nothing here is legal advice.
How we protect data
- AES-256 encryption at rest, TLS 1.3 in transit
- Data hosted in the United States
- Audit files deleted after 7 days unless you become a customer
- Breach notification within 72 hours
- Signed data processing agreement on request
Your responsibilities
- You remain responsible for consent and for following calling and texting rules (TCPA), email rules (CAN-SPAM) and state laws
- We store the consent records you provide. We do not create consent.
- AI assistants only contact people who have given consent
Privacy policy
We don’t sell personal information. Files you share are used only to analyze and set up your systems, encrypted at rest and deleted after 7 days unless you become a customer, in which case they are kept under your data processing agreement. We log IP address and user agent for fraud detection. California residents may request deletion at contact@leadvaultcompliance.com. We send no marketing emails without consent.
Terms of service
LeadVault Compliance provides lead capture, automation and AI assistant services. Estimates and examples are illustrative, and results vary. You are responsible for lawful use of customer data, including consent and contact rules. Full terms are provided with your service agreement.
Book your free audit
Tell us a little about your business. We’ll reply within one business day to schedule 30 minutes.
The button opens your email app with your answers filled in. Please don’t include patient or other sensitive personal data.