SET OS

The System That Tracks
Every Lead to the Sale

SET OS is the system SET Marketing uses behind the scenes for every client. It connects your website, ads, CRM and follow-up so every lead is tracked to the sale.

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What It Is

One System.
Every Channel.

SET OS is how we work behind the scenes. We set it up inside your business when you work with SET Marketing. It connects your ads, your SEO, your website, your CRM, your lead follow-up and your reports. Many businesses run their marketing in separate tools and cannot tell which one brings in money. With SET OS, every lead is tracked from the first click to the sale, and you see it all in one place.

The Five Parts

Built in
Five Parts

Tracking

Google Tag Manager, Google Analytics and conversion tracking set up so every click, form, call and booking is matched to where it came from. Everything else builds on this.

CRM and Sales Stages

A clean CRM that matches how you sell. Every lead is in it, every deal has a stage and everyone knows who owns what.

Your Marketing

Your ads, SEO and AI search, run together by one team.

Lead Follow-Up

Instant replies, follow-up messages and booking that run on their own, so no lead gets forgotten.

Reporting

Weekly dashboards that show leads by source, deals by stage, cost per lead, cost per sale and money brought in, so decisions are based on real numbers.

How It Works

The Process

01

Review

We look at the tools, tracking, CRM and reports you have today to see what exists and what is missing.

02

Plan

We plan your setup: which tools, how they connect, what follow-up runs and which reports you get.

03

Set Up

We set up every part, connect your tools and test it all before anything goes live.

04

Run

We run the system with your team, watch the numbers, fix issues and do more of what works.

SET Marketing brand content
Results

What It
Produces

8
Channels connected inside one system
One team
Running the whole system for you
1 view
Every lead, deal, and dollar in one dashboard
Questions

SET OS, Answered

Can I buy SET OS separately?

No. SET OS comes with our work. Our team sets it up and runs it for your business as part of every client engagement.

What tools does SET OS run on?

We build on the tools you already use where they work well, and fill any gaps with tools we recommend. Common pieces include Google Tag Manager, Google Analytics, HubSpot or GoHighLevel, and your ad accounts. It works with many vendors.

How long does it take to install SET OS?

We plan the rollout with you on the free strategy call. Tracking goes in first, then follow-up and reporting are added, so you see it working as we build.

What if I already have some of these tools?

We review what you have and keep what works. We fix or replace what is broken or missing, so you end up with the right setup for your business.

Is SET OS included in every engagement?

Yes. Every SET Marketing engagement includes SET OS. It is how we connect and track everything we run for you.

Let's Connect

Ready to Run on One
Connected System?

Book a free strategy call. We will review how your marketing tools work together today, show you what is missing and map your SET OS setup.

Book a Free Strategy Call